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    Cisco, Nvidia target high-speed optical interconnects with 4x USFP density
    2min ago
    AI accelerator growth shifts toward value as custom ASICs move upmarket
    16min ago
    Shanghai HiSilicon expands DDI push across all display sizes
    Oct 13, 18:14
    NEWS TAGGED ASIC
    Wednesday 14 October 2026
    Memory bottlenecks drive HBM shift to 8-layer stacks
    As the gap between memory supply and demand widens due to the surge in AI applications, supply chain sources report that major GPU and custom ASIC vendors are considering lower-spec...
    Tuesday 13 October 2026
    Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
    Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
    Monday 12 October 2026
    Memory wall reshapes chip performance as large-capacity SRAM becomes a focal point in autonomous driving SoC design
    DIGITIMES observed that as AI computing has hit a bottleneck from the memory wall, data storage and data movement have become extensions of the computing task, also reshaping the role...
    Thursday 8 October 2026
    Marvell's custom AI chip upgrade points to a broader fight over peripherals
    Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...
    Thursday 8 October 2026
    Microloops sees 2027 growth as ASIC shipments near GPU crossover
    Microloops, a thermal module maker, reported September 2026 consolidated revenue of NT$421 million (approx. US$13.2 million), up 25.12% year-over-year but down 17.88% month-over-month,...
    Wednesday 7 October 2026
    Repon revenue slips in September as Vera Rubin, ASIC slide rail shipments ramp up
    The AI server supply chain is poised for a stronger quarter as Nvidia's Vera Rubin and AWS's Trainium 3 gradually ramp up, with momentum expected to strengthen across the supply chain...
    Friday 2 October 2026
    CSPs embrace multi-vendor co-design for custom ASICs, ending single-supplier era
    Hyperscale cloud service providers (CSPs) are expanding their custom ASIC partner networks, accelerating a shift toward multi-vendor technology integration. Industry insiders note...
    Thursday 1 October 2026
    China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
    As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering...
    Thursday 1 October 2026
    AWS Trainium 3 shipments stall as supply chain sees turnaround
    AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
    Thursday 1 October 2026
    ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
    The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
    Wednesday 30 September 2026
    Gold Circuit turns Amazon into a shareholder for Trainium servers
    Gold Circuit Electronics (GCE) plans to bring in Amazon as a strategic investor through a private placement expected to raise NT$1.59 billion (US$49.88 million), lifting the two companies...
    Tuesday 29 September 2026
    MicroIP unveils AI drone and edge systems at Taiwan Expo USA
    MicroIP Technology showcased its AI drone vertical mission system at the 2026 Taiwan Expo USA in Dallas, drawing attention from organizers and US stakeholders. The company said the...
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP

    Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced that its HBM4E PHY and Controller IP is design-ready and has been adopted in customer AI ASICs....

    Monday 21 September 2026
    Weekly news roundup: AI boom strains chips; Google's TPUs pay off, China eyes 3nm without EUV
    This week's reports centered on intensifying competition and bottlenecks across the semiconductor and AI supply chains, from Sandisk's unusual engineering push in Korea and Google's...
    Monday 21 September 2026
    ACES targets AI compute, power with cable ramp-up

    High-speed transmission demand continues to rise on the back of AI server and data center buildouts, while cloud service providers (CSPs)...

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    Oct 14, 08:00
    GMIF 2026 Awards: Samsung, SanDisk, BIWIN, and Others Honored
    Wednesday 14 October 2026
    Hybrid Copper Bonding - A Manufacturing Lever for The AI Era
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas
    Tuesday 13 October 2026
    Chenbro unveils AI rack-level solutions at 2026 OCP Summit