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    NEWS TAGGED ASIC
    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...

    Tuesday 27 January 2026
    The end of the copper age? Lightmatter builds an alliance to power the optical future

    In a major coordinated push to reshape high-performance computing, Lightmatter has announced strategic collaborations with Global Unichip Corp....

    Tuesday 27 January 2026
    Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
    Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
    Monday 26 January 2026
    Strategies of Nvidia, Arm, Qualcomm for AI ASIC

    Introduction

    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Thursday 22 January 2026
    Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
    2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
    Thursday 22 January 2026
    Google's TPU strategy said to give Inventec larger role in AI server manufacturing

    Servers built around custom AI chips, known as application-specific integrated circuits (ASICs), have emerged as a focal point of the...

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    supermicro2
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook