Honch E-technology Co.,Ltd, Flat2, 8/F, Workingport Com'l Bldg , 3Hau F**k Street, Tsim sha tsui , Kln, HongKong (2026)

17/09/2025

Elon Musk plans to develop his own chip to directly connect his phone to Starlink

According to reports, SpaceX, owned by Elon Musk, is working with partners to embed chips into smartphones to support Starlink Direct to Device (D2D) services, which will be implemented through wireless spectrum purchased from EchoStar.

According to Bloomberg, SpaceX President and Chief Operating Officer Gwynne Shotwell revealed at a space conference held in Paris yesterday (September 16) that the company is collaborating with chip companies.

Musk recently explained that manufacturers need about two years to modify their chips to adapt to the AWS-4 spectrum, while also needing time to build satellites that can use it.

T-Mobile US is providing its PCS G-block to SpaceX's Starlink satellite, which is currently used for the operator's T-Satellite SMS service.

Musk has not ruled out the possibility of other mobile operators obtaining the right to use Starlink satellites and providing similar services after the expiration of their agreement with T-Mobile.

However, since SpaceX reached an agreement earlier this month to purchase EchoStar's AWS-4 spectrum, the mobile industry has been nervous about Musk creating competitive D2D services.

Shotwell told Bloomberg that SpaceX "will now engage in discussions with telecom companies in different ways.

She explained to the news website, "Now this is our spectrum, but we hope to collaborate with them to provide almost capacity and wholesale capacity for their customers

She told Bloomberg that SpaceX plans to conduct D2D phone testing by the end of 2026.

The news publication pointed out that SpaceX still needs a ground mobility license to activate its D2D services, which seems to be the reason why it is willing to establish more partnerships with mobile operators.

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27/08/2025

AI chip companies,more than 100

New research shows that the number of companies developing artificial intelligence processor chips has now exceeded one hundred.
Since OpenAI released ChatGPT two years ago, there has been a surge in interest in training and deploying artificial intelligence models, with graphics processing units (GPUs) becoming the preferred accelerator to drive all of these efforts, especially those produced by US chip company Nvidia.
However, in terms of artificial intelligence training or especially inference (the actual use of training models), these are not the only options, there are other available options, such as neural processing units (NPUs) embedded in certain desktop and laptop CPUs.
Other manufacturers also want to join this ranks, perhaps considering Nvidia became the first publicly traded company with a market value exceeding $4 trillion last month.
According to Jon Peddie Research (JPR), there are currently no less than 121 companies discussing the production of AI processors, ranging from microchips for embedded applications and IoT level devices to ultra large scale data center products.
JPR's Q3 2025 Artificial Intelligence Processor Market Development Report found that, as expected, the United States is currently in a leading position, with at least 59 companies from countries where tariffs have not yet been fully lifted. China lags behind with only 14 companies, while most other countries have at most a few companies.
JPR stated that although the United States is still in a leading position, China's DeepSeek and Huawei are continuing to push for their advanced chips, and India has also announced a domestic GPU plan with the goal of achieving production by 2029.
In the United States, California and Texas are hotbeds for development activities, with California having no less than 42 artificial intelligence chip companies in the country.
The research institution stated that all of these companies have attracted over $13.5 billion in startup funding, with many of them raising $100 million or more in just the past year.
But Dr. Jon Petty, the president of JPR, warned that a reshuffle in the coming years could lead to the elimination of many emerging artificial intelligence silicon wafer companies.
Artificial intelligence processors are experiencing the Cambrian Explosion, reminiscent of the 3D graphics craze of the late 1990s and the XR (Extended Reality) wave of the 2010s, "said Dr. Petty. We expect rapid integration in the coming years, and the 121 companies we currently track will be reduced to about 25 by the end of this century
This reshuffling may come soon, as many clients are starting to reflect that the billions of dollars they have invested in artificial intelligence development have almost no return, and they believe (perhaps hope) that artificial intelligence will bring a leap in productivity, as recently reported by The Register.
In JPR's "AI Processor" report, it has been confirmed that 121 companies are currently developing or planning to develop AI processors, covering a range of products from micro IoT devices to ultra large scale data center accelerators. Since 2006, these companies have attracted over $13.5 billion in startup funding, with dozens of companies raising $100 million or more in just the past year.
Dr. Jon Peddie, President of JPR, stated that AI processors are experiencing a Cambrian explosion, reminiscent of the 3D graphics craze of the late 1990s and the XR wave of the 2010s. We expect rapid integration in the coming years, and the 121 companies we currently track will be reduced to approximately 25 by the end of 2020. "
The United States is currently leading in the field of artificial intelligence hardware and software, but this leading position is facing threats. China's DeepSeek and Huawei continue to advance advanced chip research and development, India has announced an independent GPU project aimed at achieving mass production by 2029, and Washington's policy shift is reshaping the competitive landscape. In the second quarter, the lifting of export restrictions allowed American companies such as Nvidia and AMD to reach billions of dollars in deals in Saudi Arabia.
JPR's database covers 121 companies located in major technology centers, covering the entire market and categorizing suppliers into five types:
1.AI IoT - Ultra low power inference in microcontrollers or small SoCs (TinyML class). High production volume (hundreds of millions), but low average selling price.
2.AI Edge - inference on or near devices within the 1-100W range outside the data center. Including robots, intelligent cameras, and industrial AI gateways.
3.AI Automotive - Unlike AI Edge, it has different economics and design cycles (ADAS and autonomous driving calculations).
4.AI Data Center Training - A high-end accelerator for LLM and model training. The output is low, but the average selling price is extremely high.
5.AI Data Center Reasoning - Super Large Scale Service for Large Scale AI Models. Mixed use of GPU, NPU, and custom ASIC.
They are scattered around the world.

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01/08/2025

ARM official announcement: self-developed chip

The quarterly forecast released by chip technology provider Arm Holdings disappointed investors, partly due to the company's plan to invest some of its profits in manufacturing its own chips and other components. The company's stock price plummeted 8% in after hours trading on Wednesday.

Due to the potential impact of global trade tensions on Arm's demand in its main smartphone market, the company predicts slightly lower than expected profits for the second quarter, failing to meet the needs of investors who have driven its stock price soaring in recent months.

The plan to increase investment in independent chip development marks a change in Arm's long-standing business model of providing intellectual property to companies such as Nvidia and Amazon, which have already designed their own chips.
Arm CEO Rene Haas stated that the finished chip is the "physical embodiment" of the computing subsystem (CSS) that Arm is already selling.

Haas said in an interview with Reuters, "We have consciously decided to increase investment in order to go beyond design, build something, create small chips, and even possible solutions

A chipset is a smaller version of a larger chip with specific functions that designers can use as building blocks to construct a complete processor. The solution integrates hardware and software.

The company stated that if Arm decides to halt development or suspend various projects, the decision to increase investment in potential chips, chipsets, and solutions may not result in a product.

If the company chooses to manufacture the entire chip, it will erode the company's profits and cannot guarantee success. The cost of advanced AI chips alone is as high as $500 million, and the cost of server hardware and software required to support the chip may be even higher.

In order to cultivate the workforce required for producing small chips and other finished chips, Arm has been recruiting talent from its customers and competing with them for transactions.

Haas refused to disclose the specific timeline for the company's new strategic investment to be converted into profits, nor did it reveal the specific details of the new products that may be launched in the plan. But he said that Arm will focus on chips, "including physical chips, motherboards, systems, and all of the above.

For many years, Arm, a subsidiary of SoftBank Group, has been ambitiously committed to expanding revenue and increasing profits by launching new products with higher profit margins such as CSS technology, as well as raising patent fees for each chip. During an experiment in December last year, Arm executives discussed the production of chips independently, and the details were exposed.

The decision to build its own chips may lead to direct competition between Arm and customers such as Nvidia who rely on the company's intellectual property.

Arm's chip technology powers almost every smartphone worldwide, and its moderate predictions highlight the uncertainty that US President Donald Trump's tariff policies bring to global manufacturers and their suppliers.

According to data from the London Stock Exchange, Arm, headquartered in the UK, predicts its adjusted earnings per share for the second quarter to be between 29 cents and 37 cents, with the median lower than analysts' average expectation of 36 cents per share.

Summit Insights analyst Kinngai Chan said, "The performance and outlook are poor, below expectations

Since its stock listing in 2023, Arm's stock price has soared by about 150%, with its recent P/E ratio exceeding 80 times expected earnings, far higher than the P/E valuations of Nvidia, Advanced Micro, and other AI focused chip manufacturers.

Smartphones remain Arm's biggest fortress. Morningstar analysts predict that Arm will continue to be the main architecture provider in the smartphone processor field, with a market share of up to 99% in this area.

However, the global trade tensions have cast a shadow over the market outlook.

International Data Corporation stated that the uncertainty caused by tariff fluctuations and ongoing macroeconomic challenges has weakened end market demand, with global smartphone shipments only increasing by 1% between April and June.

Arm expects revenue for this quarter to be between $1.01 billion and $1.11 billion, consistent with the expected $1.06 billion.

The company announced first quarter sales of $1.05 billion, slightly lower than the expected $1.06 billion. Adjusted earnings per share were 35 cents, in line with expectations.

Michael Schulman, Chief Investment Officer of Running Point Capital, said: "Smartphone patent fees (known as the 'Android on a low carb diet') are still weak, especially in China, but the victories in cloud server and artificial intelligence accelerator design have made the competition for patent fees (for next-generation Arm technology) continue to be fierce.

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24/07/2025

SK Hynix's profits surge, HBM 4 will be mass produced

SK Hynix is a major supplier of Nvidia's high bandwidth memory products, and the company has announced robust second quarter performance, thanks to strong growth in demand for artificial intelligence chips.

This South Korean memory chip manufacturer announced on Thursday that the active investment in artificial intelligence (AI) by major global technology companies has driven steady growth in demand for AI memory chips, including 12 layer HBM3E products. The company stated that the shipment volume of DRAM and NAND flash memory products was higher than expected.

The company stated that given the current booming development of artificial intelligence requiring high-performance chips, it is expected that the strong demand for HBM will continue until 2025.

SK Hynix stated that its net profit for the three months ending in June was 6.996 trillion Korean won, equivalent to 5.09 billion US dollars, a year-on-year increase of 70%. According to a market consensus estimate compiled by FactSet, this figure is lower than analysts' expectations of 7.087 trillion Korean won.

The company's revenue increased by 35%, reaching a record high of 22.232 trillion Korean won. Operating profit surged 67% to a record high of 9.213 trillion Korean won, exceeding the expected 4.6 trillion Korean won for this quarter from larger competitor Samsung Electronics.

Benefiting from the prosperity of the high-end chip market, SK Hynix has an advantage over other HBM manufacturers. So far this year, the stock has risen 55%, outperforming the 33% increase in the South Korean Composite Index (Kospi).

SK Hynix has become a global leader in the HBM field, and its customers include Nvidia, an American AI giant. According to Counterpoint Research, in the first quarter of this year, SK Hynix surpassed its competitor Samsung Electronics in the global DRAM market for the first time.

A report released earlier this month by Counterpoint Research estimated that SK Hynix's DRAM and NAND revenue in the second quarter has equaled Samsung's total, as the two compete for the top spot in the global memory market. NAND is a type of flash memory commonly used in storage devices.

Samsung and American memory manufacturer Micron Technology are both seeking to catch up with SK Hynix in the HBM field. However, analysts expect SK Hynix's dominant position to continue in the short term.

Ray Wang, Director of Semiconductor, Supply Chain, and Emerging Technologies Research at Futurum Group, said, "As of now, I believe SK Hynix still maintains a leading position in the HBM competition... despite Samsung and Micron's efforts to catch up. "

He added, "I expect this advantage to last until the remaining time of 2025 and extend to 2026.

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15/07/2025

The new bottleneck of semiconductors: Copper !

Analysts from PwC recently warned in a report titled 'Climate Change Threatens the World's Most Critical Technologies' that one-third of global semiconductor supply could be negatively impacted by climate change in the next decade. PwC stated that although people have insufficient awareness of this, one of the driving factors behind it may be the obstruction of copper mining caused by water scarcity.

Water is crucial for open-pit copper mining. Producing one ton of copper may require over 8 million gallons of water; On average, mines require about 26400 gallons of water per day. It should be noted that these waters are all freshwater. Copper is crucial for the production of modern microchips, especially for the most intricate wiring structures within semiconductors. However, copper mines are highly dependent on water resources, and ironically, due to drought in the most important mining areas, water resources are becoming increasingly scarce.

Even today, all copper supplies listed as threatened by semiconductor production come from Chile.Due to the fact that most of Chile's copper mining is located in the arid Atacama Desert region in the north, the La Ni ñ a phenomenon will significantly exacerbate water scarcity there. Even in El Ni ñ o years with high rainfall, the supply of copper is difficult to predict and unstable.

By 2035, another ten copper producing countries, including China, the United States, Peru, and Australia, may also be considered at risk in terms of copper supply unaffected by climate change. In the most pessimistic scenario, by 2050, only three countries (Papua New Guinea, Panama, and Indonesia) will be able to supply copper under relatively stable climate conditions.

According to PwC's analysis, the global semiconductor production share relying on these threatened copper mines could rise to 32% by 2035, and in the worst case scenario, even reach 58% by 2050. It is evident that without ensuring the supply of copper, one of the most critical industries globally will face significant bottlenecks.

Therefore, PwC suggests taking specific measures: copper mines can reduce water consumption through new processes such as recycling, tailings drying management, or relying on seawater desalination.
At the same time, the proportion of circulating water is constantly increasing.

In the mines of major operators in Chile, such as Codelco, the utilization rate of recycled water in some mines has exceeded 70%, mainly achieved through closed-loop treatment systems.

Semiconductor manufacturers should simultaneously improve material efficiency, use recycled copper, and promote regional diversification of their supply chains. The report clearly states that in the long run, climate change is not only an ecological challenge, but also a geopolitical risk lever for technological sovereignty.
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07/07/2025

DDR4 prices skyrocket, manufacturers need to reproduce

Due to insufficient supply, DDR4 prices have steadily increased in the past few months. Earlier this year, top DRAM manufacturers Micron, Samsung, and SK Hynix announced that they will cease production of DDR4 memory by the end of 2025. Therefore, the price of DDR4 chips has doubled in just two months, with ComputerBase reporting that the price of 8GB DDR4-3200 chips has exceeded $5 ($1.75 at the end of April). The average price of the dual pack version of this DDR4 memory module is now $8.80, an increase of over 100% from $3.57. Therefore, some small businesses have realized that DDR4 is profitable again and have decided to expand production.

For example, South Asia Technology, a Taiwanese memory manufacturer with a rich DDR4 product portfolio, is benefiting from these price increases. Especially due to the fact that the company has not yet produced LPDDR5 and its DDR5 product line is limited, the price increase is particularly significant. On the other hand, large manufacturers like Micron are unlikely to follow suit, especially as they are using idle production lines for existing and upcoming technologies such as DDR5 and HBM.

Affected by this news, the prices of some DDR4 memory modules have slightly decreased. But currently, the overall price is still at a high level, especially as buyers may still be hoarding DDR4 memory chips for production shutdown. We expect that once small manufacturers resume production speed, prices will return to normal, but it may take some time to recover to previous levels. JEDEC first officially launched the DDR5 standard in 2020, which means this technology has been in existence for about five years now. Although Intel's latest CPUs support both DDR4 and DDR5, AMD's Zen 4 and higher processors currently only support DDR5. In addition, the booming development of artificial intelligence is transforming the huge demand for HBM chips into a lucrative market, prompting major manufacturers to migrate their old DDR4 production lines to HBM production. These developments are slowly but steadily squeezing DDR4 out of the market, but due to the large number of old technologies still using DDR4, we may need some time to truly see the end of this technology.

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06/06/2025

Chip giant ST lays off 5000 employees

The CEO of STMicroelectronics announced on Wednesday that it expects 5000 employees to resign in the next three years, including 2800 layoffs announced earlier this year.

Jean Marc Chery announced at an event hosted by BNP Paribas in Paris that approximately 2000 employees will leave the French Italian chip manufacturer due to natural attrition, bringing the total number of voluntary resignations to 5000.

The CEO added that discussions with stakeholders and authorities on implementing cost cutting plans are progressing smoothly.

He was clearly referring to Italy, "he said," I do think that the situation in a certain country is worse. And it's very likely, well, it will slightly slow down our implementation speed.

In the past few months, due to the sustained downturn faced by STMicroelectronics in its main market, the Italian government has expressed dissatisfaction with the company's CEO and accused him of insider trading. STMicroelectronics denies these allegations.

The Italian and French governments hold 27.5% of the shares of STMicroelectronics through a holding company, which has 50000 employees worldwide.

Last November, STMicroelectronics detailed its cost cutting plan, which is expected to save hundreds of millions of dollars by 2027, including layoffs and early retirement.

In April of this year, STMicroelectronics announced that due to voluntary resignation, the company would cut 1000 jobs in France, compared to the originally planned 2800 non natural attrition positions, while negotiations with Italy are still ongoing.

Reuters reported in the same month that Italy demanded to limit the number of layoffs to no more than 1000.

The Italian labor union stated on Wednesday that the company's announcement to lay off 1200 employees at its Agrat factory in northern Lombardy is "unacceptable" and requested an emergency meeting with the Italian government to discuss the situation.

Chery also stated on Wednesday that it sees signs of market recovery this year. The company's stock price closed up 11.1% to 24.94 euros per share, marking the largest daily increase since the end of March 2020.

Meanwhile, Italian Industry Minister Adolf Urso denied rumors on Wednesday that Italy and France are considering splitting chip manufacturer STMicroelectronics. He called these reports' baseless'.

Urso made the above remarks to the media after attending a cabinet meeting in Rome. His statement was a response to a report in the News that suggested the government had commissioned research institutions to assess the risks and benefits of this move.

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26/05/2025

Can Japanese semiconductors still turn round ?

The Japanese semiconductor industry is in a constant awkward phase.

In order to revive the glory of the past, the Japanese government has squandered a lot of real money over the years. Public data shows that from 2022 to 2029, the entire industry is expected to attract about 9 trillion yen (currently about RMB 441 billion) of investment, and the government also intends to provide more than 10 trillion yen (currently about RMB 490 billion) of support by fiscal 2030.
Reality has not gone as smoothly as planned. In fiscal year 2023-2024, Japan has built seven new wafer plants, but as of April 2025, only three have actually achieved mass production. The rest are either postponed or under evaluation.

Remember, in the 1980s, Japan's share of the global semiconductor market was once close to 50%. In 1989, Japanese companies accounted for six of the top ten global chip sales, such as Toshiba, Hitachi, and NEC. But after entering the 1990s, with the rapid rise in price and scale of South Korean and Chinese Taiwanese manufacturers, Japanese companies gradually withdrew from high-end chip development, the market share declined all the way to only 7.1% by 2023.

Today, almost all Japanese semiconductor companies face different degrees of pressure.

For example, Renesas Electronics restarted its long discontinued Kofu factory in 2024. Originally planned to start mass production at the beginning of the year, it was postponed due to lower than expected demand for power semiconductors in fields such as electric vehicles. The CEO of the company, Hideyoshi Shibata, also admitted that there is too much market uncertainty now and we need to be more cautious.

The new factory acquired by Rohm Company in 2023 has started trial production, but the official start date has not yet been determined; Sanken Electric has decided to postpone mass production until after 2026. The memory chip factory jointly built by Kaixia and Western Digital, although completed in July 2024, has chosen to postpone its launch until the market recovers.

Even for factories that have already been put into operation, their operating conditions are not ideal. Sony's newly built image sensor factory in Nagasaki still has a large amount of unused space. The reasons behind this are firstly the decline in iPhone sales, and secondly the intensification of competition among Chinese manufacturers, which has made Sony cautious about expanding production.

Faced with the dilemma, the Japanese government bet on two "treasures": one is TSMC and the other is Rapidus.

TSMC's Kumamoto JASM plant, which received a Japanese government subsidy of 476 billion yen, is scheduled to start mass production in December 2024, focusing on the 22/28nm process. However, according to industry observations, the plant has not yet reached full load operation.

Construction of its second plant, originally scheduled for FY2024, has also been postponed to this year. Although TSMC said production will remain unchanged as expected in 2027, the pace has slowed significantly.

Another hope is the local startup Rapidus. It has received 590 billion yen of government funding and aims to achieve 2nm mass production in Hokkaido by 2027.

To do this, Rapidus combines global technology resources such as IBM and IMEC, and it seems that the line-up is not small. But 2nm is not a slogan that can be done, from process R & D to equipment import, the technical level has to be passed over hundreds of items, not to mention TSMC and Samsung may have advanced to more advanced nodes at the time.

Overall, Japan's action to "return to the semiconductor battlefield" has made progress, but the speed is clearly not as fast as expected.

On the one hand, except for AI chips, the global chip market is still sluggish, and terminal demand such as PCs and mobile phones is declining, so enterprise investment is naturally more cautious. On the other hand, from factory construction to equipment entry, commissioning, and mass production, a long cycle is required, and coupled with high equipment depreciation, many companies can only decide the next step while looking at the market.

At the same time, TSMC's 2nm has achieved mass production, while most Japanese manufacturers are still stuck at 12nm or even more outdated processes.

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19/05/2025

Xiaomi's self-developed chip Xring exposed

The name of Xiaomi's custom SoC "Xring" was exposed a month ago, and the company quickly officially released this new chipset called XRING 01. Xiaomi CEO Lei Jun posted this news on Weibo social network, but as usual, he did not disclose important details such as specifications. Fortunately, we have already extensively reported on this information before, and now we will review it again so that you can understand what chips Xiaomi smartphones will use in the future.

Previously, there were reports that XRING 01 would adopt TSMC's 4nm technology, but there are rumors that Xiaomi will launch a 3nm version and may achieve mass production in the future.

Apart from mentioning that XRING 01 will be released later this month, the Weibo post did not share any other valuable information. It is currently unclear whether Xiaomi CEO wants to keep the audience in suspense or if there are other reasons. Previously, we reported that XRING 01 will be mass-produced using TSMC's older 4nm process. However, unlike Snapdragon 8 Elite, this independently developed solution will be based on ARM's current generation CPU design, with the fastest being Cortex-X925 with a clock speed of 3.20GHz.

Adopting the previous generation manufacturing process may mean that Xiaomi wants to avoid cost increases, but as we mentioned last year, this Chinese tech giant has successfully achieved the production of 3nm chipsets, implying that it may be launched at some point in 2025. In addition to increasing expenses, Xiaomi may also want to avoid unnecessary attention from the United States because it does not want to suffer the same fate as Huawei.

According to reports, Xiaomi has also hired 1000 employees to develop XRING 01, with the entire department led by a former senior director of Qualcomm who will report directly to Lei Jun. In short, saying that this joint venture has huge ambitions behind it is a huge understatement, and we look forward to its official release later this month.

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12/05/2025

Intel terminates Deep Link program

Intel terminates Deep Link program, once technological advantage becomes history. Recently, Intel confirmed that it will stop supporting and developing the Deep Link technology suite, and will no longer provide updates or official technical support in the future. This technology was launched at the end of 2020 and can integrate Intel CPU and Arc GPU performance, including four major functions such as dynamic power sharing, which can improve application performance such as OBS. However, due to narrow audience, high development costs, complex feature validation, and lack of support for the new architecture, Intel has chosen to terminate this once promising technology plan.

1. Deep Link Technology: The former glory of Deep Link was launched at the end of 2020, aiming to integrate the performance of Intel CPU and Arc GPU, improve streaming media playback, AI acceleration, and overall system efficiency. To use this technology, it needs to be paired with Intel 11th, 12th, or 13th generation CPUs and Arc Alchemist discrete graphics cards. Its core functions include dynamic power sharing: intelligent allocation of CPU and GPU power resources, optimizing performance while extending laptop battery life. Streaming assistance: Transfer streaming media tasks from independent GPUs to integrated GPUs, reduce game performance loss, and achieve smooth live streaming. Super encoding: Utilizing multiple processors to accelerate video encoding in parallel, reducing transcoding and editing time. Supercomputing: Collaborating CPU and GPU to accelerate AI workloads and improve content creation efficiency. With these features, Deep Link can significantly improve the performance of applications such as OBS, DaVinci Resolve, Handbrake, etc., bringing users a more efficient user experience

2. The advantages and limitations of Deep Link technology coexist. The advantages of Deep Link are obvious: by integrating multiple processing engines, it accelerates the processing of various tasks; Intelligent power management optimization system energy consumption; Expand computing power and enhance application functionality. However, its limitations cannot be ignored: as a proprietary technology of Intel, it has poor compatibility and is only compatible with specific hardware and software; There is a performance bottleneck in multi GPU collaboration, which is affected by data transmission and synchronization overhead; High performance use is prone to heat generation issues, which can shorten the battery life of the equipment.

3. Although Deep Link has certain advantages, Intel ultimately chose to give up, and the reasons behind the termination are complex. On the one hand, the audience for this technology is relatively narrow, and the economic benefits of continuous investment in research and development are not high; On the other hand, some functions require collaborative verification from multiple suppliers, making implementation difficult. In addition, new architectures such as Meteor Lake are not supported, further limiting the development space of the technology, leading Intel to ultimately decide to stop development.

The termination of Deep Link not only means a strategic adjustment for Intel in the field of graphics technology, but also deprives users of a potential performance optimization tool. In the future, it is worth paying continuous attention to how Intel will adjust its technology direction to cope with the competition from Nvidia and AMD.

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