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Tuesday 20 May 2025
Broadcom unveils third-gen CPO technology to power AI's next leap

Semiconductor giant Broadcom has introduced the third generation of its co-packaged optics (CPO) technology, significantly advancing...

Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Wednesday 14 May 2025
FIT bolsters Broadcom's co-packaged optics initiatives
Foxconn Interconnect Technology has reaffirmed its commitment to supporting Broadcom's co-packaged optics (CPO) initiatives, a transformative technology aimed at reducing signal loss...
Friday 21 March 2025
Nvidia CEO dismisses ASIC threat as "noncompetitive" — but AI inference competition is heating up
At a GTC media roundtable, when pressed on whether application-specific integrated circuits (ASICs) threaten Nvidia's AI dominance, CEO Jensen Huang didn't mince words.
Thursday 20 March 2025
Nvidia's SiPh leap sets pace, signals industry shift
Nvidia's preparedness to use silicon photonics (SiPh) technology signifies its swift integration into the cloud AI sector in a short period. Partners, including Broadcom, Marvell,...
Wednesday 19 March 2025
MediaTek deepens ties with Google, takes fight to Broadcom
MediaTek is reportedly poised to replace Broadcom as Google's primary partner for developing its next-generation Tensor Processing Unit (TPU). While MediaTek has not commented on...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Wednesday 12 March 2025
TSMC reportedly proposes joint venture for Intel's foundry division
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Monday 24 February 2025
Apple reportedly developing C2 modem chip
Apple's recently launched iPhone 16e features its first self-developed C1 modem chip, marking a crucial milestone in its efforts to reduce dependence on Qualcomm. The initiative aims...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...
Monday 17 February 2025
TSMC reportedly in talks with Intel board over potential foundry stake
Intel Corporation, the semiconductor giant founded in 1968, faces its most significant transformation in nearly six decades, potentially involving the transfer of its foundry operations...