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    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    Mar 11, 18:17
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    Mar 11, 18:15
    NEWS TAGGED ASIC
    Monday 22 December 2025
    Rafael Micro pivots to optical links and ASICs for 2026 growth

    Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026,...

    Thursday 18 December 2025
    Cyient Semiconductors to acquire majority stake in Kinetic Technologies for US$93 million
    Cyient Ltd's wholly owned subsidiary, Cyient Semiconductors Singapore Pte Ltd, has entered into a definitive agreement to acquire over 65% of US-based power semiconductor company Kinetic...
    Thursday 18 December 2025
    Advanced packaging drives ABF substrate expansion as Taiwanese companies exit post-pandemic capacity cuts
    As more AI GPU, CPU, and ASIC customers ramp up their market push, advanced packaging capacity continues to face tight supply. This has prompted upstream IC packaging substrate makers...
    Thursday 18 December 2025
    Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion
    OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs)....
    Tuesday 16 December 2025
    Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders
    Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry experts...
    Monday 15 December 2025
    TSMC to expand CoW Orders in 2H26 as OSAT CoWoS-like tech rises
    As major US CSPs are ramping up ASIC development, the capacity gap in TSMC's CoWoS advanced packaging continues to widen. Thus, the rise of "CoWoS-like" capacity by OSAT providers...
    Friday 12 December 2025
    Broadcom confirms fifth ASIC customer as custom AI chip business doubles
    Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...
    Friday 12 December 2025
    MediaTek shifts focus to automotive electronics as new growth frontier amid slowing smartphone demand
    MediaTek is recalibrating its business strategy by targeting automotive electronics as a next major growth area, following a slowdown in smartphone-related revenue. The company has...
    Wednesday 10 December 2025
    Google TPU stays strong, Inventec confident for 2026 server outlook
    ASIC server shipment growth momentum in 2026 is expected to surpass that of Nvidia-led GPU servers, with Google's TPU servers accounting for the largest shipment volume. Inventec,...
    Wednesday 10 December 2025
    TSMC expands CoWoS capacity with Nvidia booking over half for 2026-27
    Semiconductor equipment suppliers reveal that TSMC and non-TSMC players, including ASE, Amkor, and UMC, are accelerating the expansion of advanced packaging Chip on Wafer on Substrate...
    Wednesday 10 December 2025
    Novatek turns to ASIC as weak device demand drags November revenue
    Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
    Tuesday 9 December 2025
    Google TPU demand remains strong, but CoWoS and memory cap 2026 production
    Google's TPU demand is expected to stay high through 2027, driven by AI applications like Gemini. However, production growth in 2026 may be limited by advanced packaging (CoWoS) and...
    Thursday 4 December 2025
    Tech Forum 2026: ASICs gain ground as AI reshapes the global chip market
    For years, the artificial intelligence chip market has been dominated by a singular narrative: Nvidia's GPUs reigning supreme as the engines powering the AI revolution. But as cloud...
    Thursday 4 December 2025
    Tech Forum 2026: Quanta races ahead to lead high-end AI servers in 2026
    Google's TPU has drawn massive attention to the competitive landscape between ASIC and GPU servers. During the DIGITIMES Tech Forum 2026, DIGITIMES Research senior analyst Jim Hsiao...
    Thursday 4 December 2025
    ASIC Shift for High-Speed Computing: PGC's Design Service Turnkey Platform Speeds Time-to-Market

    As AI workloads move from cloud to edge, the volume of image and sensor data across industries is rising rapidly. Edge devices that previously relied on FPGAs and off-the-shelf...

    4/31 pages
    New Power WorldWide 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook