With volume production of server chassis for Nvidia's GB200 turning stable, the operation of suppliers for related components such as cooling modules, sliding rails, and battery backup...
Amid speculation about its chip strategy, OpenAI has denied plans for large-scale use of Google's TPUs, saying it is only experimenting. The company aims to develop its own chips,...
While optimism about cloud ASICs is rising, demand and development vary widely among clients. Some with strong development teams are steadily increasing their ASIC needs, while others...
Tesla's Robotaxi service began trial operations recently. Although it currently operates only within a fixed area, it has once again sparked market discussions about the development...
Ericsson announced an expansion of its Research and Development (R&D) team in Bengaluru, India, focusing on ASIC development, aiming to leverage local expertise and enhance Ericsson's...
Nvidia has overcome key supply constraints tied to its GB200 AI GPU, clearing the way for major server makers like Quanta and Foxconn to ramp up shipments starting late in the second...
Industry forecasts for application-specific integrated circuits have turned bullish, with major players and research firms upgrading their cloud ASIC demand projections for 2026-2028...
Niche PCB manufacturer FHt held its annual shareholders meeting, where general manager Taylor Lee highlighted the strong demand for AI server orders from the ASIC sector in 2025....
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Qualcomm is accelerating its pivot toward the cloud with the acquisition of Alphawave, a company known for its high-speed data transmission solutions. The deal signals Qualcomm's...
Taiwan-based Intelligo, an ASIC design firm focused on AI acoustics and voice recognition, expects substantial growth in 2025 driven by three core segments—gaming consoles,...
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...
As Nvidia tightens its near-monopoly grip on the AI GPU market, tech giants and chipmakers are accelerating efforts to develop and mass-produce ASICs, signaling a brewing showdown...
