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NEWS TAGGED ASIC
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...
Tuesday 24 June 2025
UALink camp's first chip aims for tape-out, poised to challenge Nvidia
Following Nvidia's announcement of NVLink Fusion, the competition between NVLink and UALink has resurfaced.
Monday 23 June 2025
Chip makers brace for brutal competition as cloud ASIC market heats up
Industry forecasts for application-specific integrated circuits have turned bullish, with major players and research firms upgrading their cloud ASIC demand projections for 2026-2028...
Friday 20 June 2025
Auto market headwinds offset by AI servers; FHt expands production to capitalize on ASIC growth
Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Tuesday 17 June 2025
Qualcomm eyes cloud AI with Alphawave deal as MediaTek bets on Google
Qualcomm is accelerating its pivot toward the cloud with the acquisition of Alphawave, a company known for its high-speed data transmission solutions. The deal signals Qualcomm's...
Monday 16 June 2025
Intelligo leverages AI acoustics to power Switch 2, drive 150% revenue surge in 2025
Taiwan-based Intelligo, an ASIC design firm focused on AI acoustics and voice recognition, expects substantial growth in 2025 driven by three core segments—gaming consoles,...
Saturday 14 June 2025
Broadcom's AI chip sales hit 52%, with SoftBank and OpenAI on deck

Broadcom is emerging as a key supplier in the artificial intelligence (AI) supply chain, with revenue from AI-related chips now comprising...

Sunday 8 June 2025
Cloud ASIC market gains momentum as AI demand soars
The cloud application-specific integrated circuit (ASIC) market continues to gather steam as both the US and Taiwanese semiconductor players ramp up investments and innovation to...
Friday 6 June 2025
The AI chip wars: ASIC uprising challenges Nvidia's crown as TSMC takes all
As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...
Monday 2 June 2025
Novatek leans into 6nm ASICs while tariff clouds second-half visibility
Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's...