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Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Thursday 16 January 2025
Marvell's 8-year turnaround: How CEO Matt Murphy positioned the company for AI success
Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell...
Tuesday 14 January 2025
Rapidus tackles three major challenges; initial production yield target set at 50%
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce...
Friday 10 January 2025
Rapidus plans to supply 2nm chip samples to Broadcom
Japanese foundry Rapidus is preparing to provide 2nm chip samples to US semiconductor giant Broadcom, after it began trial production, which is scheduled for April 2025 and mass production...
Friday 27 December 2024
Broadcom CEO on AI investment frenzy: million-chip clusters on the horizon
Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the artificial intelligence (AI) market. CEO Hock Tan expressed confidence...
Thursday 26 December 2024
Taiwan firms gearing up for ASIC chip boom
As major cloud service providers (CSP) and cloud AI-related companies launch new projects, Taiwanese IC designers are positioning themselves to benefit. Industry observers expect...
Tuesday 24 December 2024
SK Hynix clinches major HBM deal with Broadcom
As Broadcom strengthens its position in AI chip development through partnerships with industry giants like Apple and Google, the company has now secured a significant high-bandwidth...
Friday 20 December 2024
Nvidia fends off rising tide of ASIC challengers in AI chip arena
Nvidia faces growing competition from ASIC chip developers, as Broadcom, Google, and AWS advance their development efforts in AI chips, according to industry sources.
Friday 20 December 2024
As ASIC players hunt Nvidia, TSMC reaps the benefits
Broadcom's stellar performance and outlook have energized the ASIC market, prompting numerous companies to enter the AI chip arena. The industry sentiment has shifted from overwhelming...
Tuesday 17 December 2024
AI boom drives networking supply chain growth
The explosive growth in AI adoption has created opportunities beyond traditional computing sectors, with networking suppliers emerging as major beneficiaries. While Broadcom, a leader...
Tuesday 17 December 2024
TSMC to see at least 20% sales growth in 2025
TSMC's revenue in US$ terms is expected to grow by at least 20% in 2025, with almost all major chip vendors seeking its support for advanced manufacturing processes where the world's...
Monday 16 December 2024
With launch of DORA, tech industry must accelerate preparations, says Broadcom's global privacy officer
As AI and big data technologies gradually rise, the privacy and security of personal data have become a significant focus for regulatory organizations and businesses. Following the...
Friday 13 December 2024
Apple may work with Broadcom for AI server chips
Apple's cloud infrastructure progress has received much attention ever since the company began developing its Apple Intelligence technology. Currently, Apple Silicon chips are used...
Friday 13 December 2024
TSMC to integrate CoWoS and SiPh in 2026, sources say
According to industry sources, TSMC is working to integrate CoWoS and SiPh, seeking to launch co-packaged optics (CPO) in 2026 that may inject fresh momentum into the semiconductor...
Samsung expands mobile phone production beyond Asian countries, says DIGITIMES Research
SLMs to increase presence in GenAI business opportunities, says DIGITIMES Research
Generative AI market to reach US$1.5 trillion by 2030 with Taiwan holds hardware advantage; software and services to see promising future, says DIGITIMES Research