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    NEWS TAGGED ASIC
    Thursday 2 April 2026
    Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs
    On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although...
    Thursday 2 April 2026
    The ascension of Arm: hyperscalers rewire AI server CPUs for the post-x86 era
    The architecture of host CPUs in custom AI servers is undergoing a significant shift, with proprietary Arm-based designs steadily displacing traditional x86 processors, according to...
    Tuesday 31 March 2026
    Custom chips demand spike draws Taiwan firms into ASIC arena
    While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
    Monday 30 March 2026
    Arm pushes beyond licensing with a new AI CPU platform
    Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
    Saturday 28 March 2026
    Arm enters AI cloud CPU market with limited impact on IC design clients
    Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
    Monday 23 March 2026
    Nvidia pushes deeper into AI inference to counter custom chip rivals
    At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...
    Friday 20 March 2026
    Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
    At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
    Thursday 19 March 2026
    Amazon's Trainium 3 rumors clash with supplier optimism
    Rumors circulating in the semiconductor market suggest that Amazon may scale back shipments of its upcoming Trainium 3 artificial-intelligence chip after internal tests reportedly...
    Wednesday 18 March 2026
    Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
    Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    Friday 13 March 2026
    MicroIP eyes European expansion, spotlights unmanned vehicles at Embedded World 2026
    ASIC vendor MicroIP showcased its AIVO visual algorithm technology, CATS chip solutions, and numerous EDA tools from affiliate Arculus at Embedded World 2026. The company highlighted...
    Friday 13 March 2026
    Monthly Chart: memory surge vs logic slump creates polarized February in Taiwan

    The Taiwanese semiconductor sector reported a starkly bifurcated performance for February 2026, as a massive cyclical rebound in the memory market...

    Thursday 12 March 2026
    JetCool, Broadcom partner on liquid cooling for AI chips

    JetCool, a subsidiary of Flex, has partnered with Broadcom to develop liquid cooling solutions for next-generation AI processors, according...

    Thursday 12 March 2026
    Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
    Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
    Wednesday 11 March 2026
    Pegatron sees February 2026 revenue drop amid seasonal slowdown
    Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook