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NEWS TAGGED ASIC
Friday 14 November 2025
Microip expands into North America, eyes growth in agriculture and defense tech
Microip, a provider of custom ASIC and AI software design services, has established a new business team in North America to tap into the growing demand for edge artificial intelligence...
Thursday 13 November 2025
Rising demand for AI computing drives data center upgrades and power system innovation
The escalating need for AI computing power is significantly accelerating global data center construction and prompting server upgrades. Market forecasts indicate that capex by the...
Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...
Wednesday 12 November 2025
ASMedia eyes growth as AMD market share rises, Techpoint revenue boosts 2026 outlook
ASMedia reported a 41% quarter-over-quarter and 62% year-over-year rise in net profit after tax to NT$1.582 billion (US$51 million) in the third quarter of 2025, driven by stronger...
Wednesday 12 November 2025
Dimensity 9500 supports MediaTek's strong 4Q25 growth amid final flagship surge
MediaTek's latest October 2025 revenue slightly declined from September but remained higher than the same period in 2024, maintaining a peak level. The company previously stated at...
Tuesday 11 November 2025
Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
Thursday 6 November 2025
IC designers race to win orders despite declining margins
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Monday 3 November 2025
MediaTek posts strong 3Q25 revenue, eyes flagship smartphone and automotive growth
Taiwanese integrated circuit (IC) design firm MediaTek reported third-quarter 2025 revenue at the high end of its guidance, driven by robust sales of its Dimensity 9500 chip. On a...
Monday 3 November 2025
Parade sees strong 3Q25 growth, braces for 4Q25 dip on tariffs
High-speed transmission IC designer Parade held its earnings call on October 29, 2025, reporting robust customer restocking in the third quarter of 2025. The company posted NT$4.366...
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....