News tagged ASIC at DIGITIMES

NEWS TAGGED ASIC

Monday 9 February 2026

Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026

Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...

Friday 6 February 2026

Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race

Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...

Thursday 5 February 2026

MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026

At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...

Thursday 5 February 2026

MediaTek charts data center ASIC expansion even as smartphone sales slow

MediaTek held its earnings briefing with investor focus centered on application-specific integrated circuits (ASICs) and the smartphone market outlook. CEO Rick Tsai said the company's...

Tuesday 3 February 2026

Alchip, GUC, and Faraday eye 2026 growth on US CSP chip orders

Alchip, Global Unichip (GUC), and Faraday each hold unique strengths as leading ASIC design service providers. Benefiting from major US cloud service providers' (CSPs) push for in-house...

Tuesday 3 February 2026

Qualcomm, MediaTek, Apple dominate smart glasses processor race

Competition in the smart glasses market is heating up, with startups launching new products in rapid succession and major consumer electronics brands preparing to enter the space.

Monday 2 February 2026

Kinsus approves US$744M ABF expansion on clear three-year demand outlook

Kinsus, the IC substrate arm of Pegatron, has approved additional project-based capital spending totaling NT$23.5 billion (approx. US$744 million) to support ABF substrate equipment...

Saturday 31 January 2026

Nvidia CEO calls ASIC rivalry "illogical" as R&D spending heads toward $45 billion

Nvidia CEO Jensen Huang issued a sharp rebuke to market speculation regarding the rise of custom silicon (ASIC) during an interview in Taipei on...

Friday 30 January 2026

ASIC server demand boosts Taiwan's high-end CCL shipments

Cloud service providers (CSPs) continue to maintain strong capex, driving steady growth in AI servers and high-speed network switches markets while elevating the grade of copper-clad...

Friday 30 January 2026

MediaTek, Alchip, Marvell clash for ASIC runner-up spot

The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching...

Thursday 29 January 2026

Exclusive: TSMC reshapes advanced packaging expansion, shifting AP8, AP7, and US fab plans

The surge in generative AI (GenAI) and high-performance computing (HPC) demand has pushed advanced semiconductor packaging to become the most critical and constrained capacity bottleneck...

Thursday 29 January 2026

Containerized data center and liquid cooling development

Introduction

Wednesday 28 January 2026

Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation

Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...

Wednesday 28 January 2026

MediaTek partners with Google, targets US$10 billion ASIC business by 2027

MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...

Wednesday 28 January 2026

Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers

Collaboration combines GUC's ASIC design leadership with Lightmatter's industry-leading 3D CPO platform to redefine AI infrastructure scalability.Lightmatter, the leader...

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BIZ FOCUS

Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook