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Saturday 28 June 2025
Marvell bets big on custom AI chips to challenge Broadcom's lead

While Broadcom remains a dominant force in the AI ASIC market, Marvell Technology is working hard to catch up, much like AMD's continued...

Monday 23 June 2025
SK Hynix reportedly clinches custom AI memory orders from Nvidia, Microsoft, Broadcom
SK Hynix has reportedly secured customized high-bandwidth memory (HBM) orders from Nvidia, Microsoft, and Broadcom, pulling ahead of domestic rival Samsung Electronics in the race...
Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Wednesday 18 June 2025
PCL fast-tracks CPO production as US cloud giants pushing AI infrastructure
PCL Technologies has secured a significant laser optical packaging order from Broadcom for its next-generation data center switch chips, signaling a milestone in the commercial rollout...
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
Broadcom reports strong earnings growth on robust AI-driven demand and VMWare boost
Broadcom reported a 20.2% year-over-year revenue jump to a record US$15 billion in the second quarter of fiscal 2025, driven by surging demand for AI chips and strong contributions...
Friday 6 June 2025
Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026
Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...
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.