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NEWS TAGGED ASIC
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
MediaTek reportedly wins Meta's new 2nm ASIC order, aiming for 1H27 mass production
MediaTek and Broadcom continue to compete for Meta's new application-specific integrated circuit (ASIC) projects, with industry insiders stressing that both companies are performing...
Tuesday 22 July 2025
Arm's ASIC ambitions test loyalty of chip-making partners
Arm is reportedly considering re-entry into the application-specific integrated circuit (ASIC) market, potentially positioning itself as a competitor to some of its key customers...
Monday 21 July 2025
Nvidia and ASIC dual engines accelerate CSP data center deployments
The GB200 servers are expected to begin smooth shipments starting in the second quarter of 2025, coupled with strong shipments of ASIC servers, signaling that US-based cloud service...
Monday 21 July 2025
Broadcom, MediaTek battle for cloud AI chips as CSPs double down on custom silicon
As major US-based cloud service providers (CSPs) prepare to announce their latest earnings, investors are closely monitoring their investment strategies in cloud infrastructure and...
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Wednesday 16 July 2025
Taiwan's PCB supply chain gains momentum as AI & ASIC server shipments surge
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New...
Tuesday 15 July 2025
GUC tapes out industry-leading UCIe face-up IP for TSMC SoIC-X
Global Unichip Corp. (GUC), the Advanced ASIC Leader, today announced the successful tape-out of the industry-leading Universal Chiplet Interconnect Express (UCIe) PHY Face-Up IP...
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Wednesday 9 July 2025
Server component makers optimistic for 2H25 with rising GB200 shipments
With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup...
Friday 4 July 2025
OpenAI's chip strategy remains unclear as demand for customized functions stays vague
Amid speculation about its chip strategy, OpenAI has denied plans for large-scale use of Google's TPUs, saying it is only experimenting. The company aims to develop its own chips,...
Friday 4 July 2025
Uneven customer demand and development keep ASIC providers walking on thin ice
While optimism about cloud ASICs is rising, demand and development vary widely among clients. Some with strong development teams are steadily increasing their ASIC needs, while others...
Tuesday 1 July 2025
Chip wars heat up as automakers choose between standard platforms and custom ASICs
Tesla's Robotaxi service began trial operations recently. Although it currently operates only within a fixed area, it has once again sparked market discussions about the development...
Tuesday 1 July 2025
Ericsson expands Bengaluru R&D to boost ASIC development in India
Ericsson announced an expansion of its Research and Development (R&D) team in Bengaluru, India, focusing on ASIC development, aiming to leverage local expertise and enhance Ericsson's...
Monday 30 June 2025
AI server demand surges as Nvidia GPUs, AWS ASICs drive Q3 growth
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...