ChinaTalk asks: where is China's Groq as inference silicon architectures diverge?
ChinaTalk · rss · 2026-10-23
ChinaTalk explores how the inference chip market has fragmented and asks where China's Groq is.
- In late 2025, HBM was all the rage: inference decode is memory-constrained, and only HBM offered the bandwidth to serve models effectively.
- The market has since matured—no single architecture rules anymore, with different silicon fitting training, prefill, or decode better.
- The piece builds on this to analyze the gap in China's inference silicon ecosystem.
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