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NEWS TAGGED ASIC
Friday 31 October 2025
Google, Meta, and Microsoft double down on AI infrastructure despite mixed earnings

Cloud service providers, including Google, Meta, and Microsoft, this week reported mixed quarterly earnings, yet one theme united all...

Thursday 30 October 2025
Liquid cooling adoption in ASIC servers is expected to rise significantly by 2026
Liquid cooling adoption in ASIC servers is poised to accelerate significantly in 2026, driven largely by cloud service providers (CSPs) such as Google and Microsoft increasing their...
Wednesday 29 October 2025
Commentary: With new AI chips, Qualcomm joins race to challenge Nvidia in the cloud

Qualcomm on Tuesday unveiled its latest AI accelerator cards, the AI200 and AI250, along with corresponding rack-level system designs,...

Wednesday 29 October 2025
AI server liquid cooling demand surges, heat dissipation firms race to expand capacity
Nvidia plans to launch its Vera Rubin architecture AI servers in 2026, significantly increasing the share of liquid cooling solutions. In response, heat dissipation manufacturers...
Tuesday 28 October 2025
Hon Precision ramps AI GPU and ASIC testing equipment with orders through 1H26
Semiconductor IC testing equipment manufacturer Hon Precision has, in recent years, successfully entered high-power application markets such as AI, high-performance computing (HPC),...
Tuesday 28 October 2025
Commentary: Intel's ASIC play fails to impress chipmakers
Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs....
Thursday 23 October 2025
AI server PCB demand fuels fierce CCL material supply battle
As Nvidia's next-gen AI server platform enters mass production, cloud service providers (CSPs) continue advancing their in-house ASIC development plans, sustaining robust demand for...
Wednesday 22 October 2025
Commentary: How Nvidia's 5 moves keep ASIC rivals at bay
As Google, AWS, Meta, and Microsoft keep ordering Nvidia's AI GPUs, they are simultaneously accelerating in-house application-specific integrated circuit (ASIC) projects to cut reliance...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
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...
Tuesday 21 October 2025
PGC Integrates 2.5D/3D Advanced Packaging Technology to Break the Memory Wall and Accelerate AI/HPC ASIC Innovation

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...

Monday 20 October 2025
TSMC sees strong AI chip demand as GPU, ASIC orders surge
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...
Thursday 16 October 2025
OCP Summit: Arm expands ecosystem to support AI workloads and chiplet integration
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...
Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
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...
Tuesday 14 October 2025
A steady quarter for MediaTek, before the chill of winter demand
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...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
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...