Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
As AI models and computing demands continue to grow exponentially, the biggest challenge in chip design is no longer pure processing power, but the bandwidth gap between...
All eyes were on TSMC as it held its closely watched earnings call on October 16, 2025, where the discussion focused squarely on the surging investment and procurement of cloud AI...
Arm is strengthening its ecosystem for next-generation AI applications by adding partners across firmware, ASIC design, networking, and packaging. The company is also advancing chiplet...
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
MediaTek reported steady revenue growth in September and the third quarter of 2025, largely supported by the strong performance of the Dimensity 9500. Despite a drop in quarterly...
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Cyient Semiconductors, spun off from the Cyient group earlier in 2025, has unveiled a three- to five-year roadmap emphasizing custom ASICs and intelligent power solutions for data...
MediaTek is encountering significant hurdles in its ASIC business, as uncertainty surrounds Meta's upcoming orders and a major Google contract faces repeated postponements. Industry...
Networking and server PCB giant GCE announced plans to expand its Thailand facility with a US$40 million investment to boost ASIC server production capacity by the second half of...
Global Unichip Corp. (GUC), theAdvanced ASIC Leader, today announced the launch of its next-generation 2.5D/3D Advanced Package Technology (APT) platform, developed to accelerate...
With Broadcom securing more application-specific integrated circuit (ASIC) orders, speculation has arisen about Broadcom attempting to overthrow Nvidia. In reality, the two companies...
Competition among major US cloud service providers (CSPs) and AI firms is intensifying, with Google currently perceived as holding a leading position in the overall AI market. Its...
