While NVIDIA is likely to face accusations from the French antitrust regulators, the Non-NVIDIA Alliance like the UALink (Ultra Accelerator Link) Alliance and the UXL Foundation are reportedly launching a counterattack, significantly increasing their efforts in developing specialized ASICs.

According to a report from Commercial Times, relevant semiconductor intellectual property (IP) is expected to be widely adopted. The sources cited by the report point out that Taiwanese manufacturers, benefiting from their leading position in wafer foundry and comprehensive ASIC and IP layout, are poised to capitalize on the rise of the Non-NVIDIA Alliance.

The report further cites sources, indicating that major Taiwanese ASIC manufacturers such as Global Unichip, Faraday Technology, and Progate Group Corporation (PGC), along with silicon IP companies M31 Technology Corporation, eMemory, and the Egis Technology Group, are actively expanding in this field.

In order to challenge NVIDIA’s dominance in the market, UALink (Ultra Accelerator Link) Alliance, led by tech giants such Intel and AMD, was formed in May. The alliance aims to establish a new standard for AI accelerator links, aiming to challenge NVIDIA’s  NVLink.

Furthermore, the UXL Foundation’s Open Source Software Project, supported by tech giants Qualcomm, Google, and Intel, is said to be looking to rival NVIDIA’s CUDA software. By providing alternative software solutions, it aims to diminsh NVIDIA’s dominance in the AI field.

Semiconductor industry sources cited in the same report also note that CSPs are accelerating the development of their own chips, with Taiwanese manufacturers actively entering the market.

Although Broadcom and Marvell currently offer diversified design services, Taiwanese manufacturers have an advantage due to the tightly-knit semiconductor supply chain. This enables complete solutions for both chip manufacturing and packaging within Taiwan, giving them a strategic edge over competitors by being close to both the market and factories, thereby enhancing their position in the ASIC sector.

Global Unichip and PGC leverage TSMC as a strong ally. Reportedly, Global Unichip holds AI-related ASIC orders from Microsoft and is gradually finalizing collaborations with major South Korean companies, with business operations expected to improve in the second half of the year.

On the other hand, Faraday Technology closely collaborates with Intel, developing SoCs using Intel’s A18 process. Meanwhile, industry sources cited by the report suggest that Intel’s Gaudi series AI chips might seek collaboration opportunities beyond just working with Alchip.

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