News tagged Broadcom at DIGITIMES

NEWS TAGGED BROADCOM

Thursday 3 September 2026

Broadcom says CPO fits scale-out better than scale-up

Broadcom Senior Vice President and General Manager of the Core Switching Group Asad Khamisy said at the Semicon Taiwan 2026 master forum that co-packaged optics (CPO) is not necessarily...

Thursday 3 September 2026

Broadcom puts 30GW, US$350 billion of custom AI silicon on the calendar through fiscal 2028

Broadcom used its third-quarter fiscal 2026 earnings call on September 2 to convert a quarter-by-quarter AI story into a dated, customer-by-customer deployment schedule running into...

Thursday 27 August 2026

AMD, Broadcom book most of Powertech's FOPLP capacity ahead of 2027 ramp

Powertech Technology (PTI) is preparing to move its fan-out panel-level packaging (FOPLP) technology into mass production by mid-2027. AMD and Broadcom are backing demand, and most...

Wednesday 26 August 2026

Google's TPU v10 turns multi-vendor, deepening MediaTek's ASIC role

Google's expanding list of TPU partners has sparked widespread industry discussion, centering on whether current IC design suppliers Broadcom and MediaTek will see their orders imp...

Tuesday 25 August 2026

Anthropic bets on in-house chips, reshaping ASIC orders

Anthropic confirmed on August 5 that it is building an internal silicon team to design custom chips for its Claude models, signaling a sharper push into self-developed AI hardware...

Tuesday 25 August 2026

Broadcom's debt push signals AI compute is becoming Wall Street asset class

The AI infrastructure race is entering a phase where access to silicon is no longer the only constraint. As compute demand expands into multi-gigawatt projects, the industry is increasingly...

Friday 21 August 2026

Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push

Broadcom is in talks with asset managers to raise more than US$60 billion in debt financing, with the potential package reaching as much as US$100 billion, as the chipmaker moves to...

Friday 21 August 2026

Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Marvell filed a Form 8-K with the US Securities and Exchange Commission on August 19, 2026, revealing that it signed a commercial agreement...

Thursday 20 August 2026

Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

One word in Marvell Technology's August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says,...

Wednesday 19 August 2026

Tech giants' AI commitments reach US$3 trillion beyond balance sheets

Alphabet, Meta, Amazon, Microsoft and other major technology companies have accumulated as much as US$3 trillion in off-balance-sheet commitments tied to AI infrastructure, according...

Wednesday 19 August 2026

Google's v10 TPU opens door to AMD without sidelining Broadcom, MediaTek

Market speculation that AMD is working with Google on technology for its v10-generation tensor processing unit (TPU) has prompted questions...

Tuesday 18 August 2026

Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks

Nvidia has unveiled a US$500 billion artificial intelligence (AI) compute financing plan with six Wall Street giants—Goldman...

Tuesday 18 August 2026

MediaTek widens ASIC services as market share surges

MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position...

Thursday 13 August 2026

Synopsys pushes into system design as Nvidia, AMD and Broadcom move up the stack

Nvidia, AMD and Broadcom are moving beyond chip-level design into subsystems and complete systems, a shift that is increasing the need to account for thermal, electrical, mechanical...

Wednesday 12 August 2026

OCP APAC 2026: Nvidia, Broadcom diverge on how to scale AI networks beyond the rack

Nvidia and Broadcom outlined different paths for scaling AI networks at the OCP APAC Summit in Taipei on Aug. 11, as clusters expand from rack-scale systems to entire data centers...

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Sep 2, 08:22

World Diamond Technology accelerates mass production of 300 mm diamond wafers

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