Forty-Two Years of Inference Chips
Six windows cut 1985–2026 custom computing; against the optical-communications boom, the constraint has moved from fabs to HBM, advanced packaging and the grid.
Six windows rebuild the 1985–2026 inference-chip cycle against the optical-communications boom, with every chart traceable to a dated primary source.
Swaps the subject to the DRAM and NAND memory industry, rebuilding cycles and exit grammar with the same time windows.
Try Deep ResearchCreate a Chinese-language interactive industry research page titled "Forty-Two Years of Inference Chips". Cut the 1985–2026 custom computing industry into six time windows and rebuild the evidence observable at each point: three generations of challengers entered, two shakeouts occurred, and exits were mostly through acquisition. The core chapter compares the 1995–2000 optical-communications boom with the 2023–2026 inference-chip boom, arguing that the constraint has moved from wafer fabs to HBM, advanced packaging and the power grid. Require magazine-grade Chinese long-form typography, timeline navigation, and every chart traceable to a dated primary source; end with two scenario projections, three bold hypotheses and eight observation triggers, state that the page is for information only and does not constitute investment advice, and deliver a single file that opens offline.
The same six-window structure and evidence chain, output as the English research page Forty-Two Years of Inference Silicon.
Try Deep ResearchCreate a Chinese-language interactive industry research page titled "Forty-Two Years of Inference Chips". Cut the 1985–2026 custom computing industry into six time windows and rebuild the evidence observable at each point: three generations of challengers entered, two shakeouts occurred, and exits were mostly through acquisition. The core chapter compares the 1995–2000 optical-communications boom with the 2023–2026 inference-chip boom, arguing that the constraint has moved from wafer fabs to HBM, advanced packaging and the power grid. Require magazine-grade Chinese long-form typography, timeline navigation, and every chart traceable to a dated primary source; end with two scenario projections, three bold hypotheses and eight observation triggers, state that the page is for information only and does not constitute investment advice, and deliver a single file that opens offline.
Adds a survivor-record module with user-selectable companies, showing each one's entry, pivot and exit points window by window.
Try Deep ResearchCreate a Chinese-language interactive industry research page titled "Forty-Two Years of Inference Chips". Cut the 1985–2026 custom computing industry into six time windows and rebuild the evidence observable at each point: three generations of challengers entered, two shakeouts occurred, and exits were mostly through acquisition. The core chapter compares the 1995–2000 optical-communications boom with the 2023–2026 inference-chip boom, arguing that the constraint has moved from wafer fabs to HBM, advanced packaging and the power grid. Require magazine-grade Chinese long-form typography, timeline navigation, and every chart traceable to a dated primary source; end with two scenario projections, three bold hypotheses and eight observation triggers, state that the page is for information only and does not constitute investment advice, and deliver a single file that opens offline.
Explore, search, following, profile, live, nearby — engagement, keyword and paid effects compared; official vs observed mechanisms labeled, CES weights unverified.
Three stages from 2013 shopping guide to 300M MAU: strategy, product and monetization shifts, plus how UGC product seeding became a purchase-decision entry.