# 99% AI芯片初创失败因软件难

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-06-19 21:01
- AIHOT 分数：46
- AIHOT 链接：https://aihot.virxact.com/items/cmqkylhqc00imslu79yulrxia
- 原文链接：https://x.com/SemiAnalysis_/status/2067956029338370061

## AI 摘要

100%的AI芯片初创公司都有幻灯片/“模拟性能数据”显示它们的芯片好得多，但99%的定制ASIC失败了。为什么？直到你意识到AI芯片是关于软件的，MATH才算是MATH。构建芯片并把数字放到幻灯片上相对容易；构建出色的软件很难。这就是为什么99%的AI芯片初创公司会失败。

## 正文

100% of AI chip startups have slides/"simulated performance data" showing that their chip is way better， but 99% of custom ASICs fail. Why？ The MATH isn't MATH until you realize that AI chips are about Software. It is relatively easy to build a chip and put numbers onto slides； it is hard to build great software. That is why 99% of AI chip startups fail.