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Thursday 23 October 2025
Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer
Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share...
Wednesday 22 October 2025
OpenAI diversifies chip suppliers to challenge Nvidia's infrastructure dominance
OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia Corporation, the dominant supplier in the AI hardware space. Although...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Monday 20 October 2025
Broadcom and Arm push PCIe 7.0 redesign for faster AI servers
At the OCP Global Summit, Broadcom and Arm presented a joint call for a radical architectural shift in PCI Express, arguing that the industry must move beyond long-standing ordering...
Friday 17 October 2025
OCP Summit: In the age of AI, the network is the computer, and Ethernet is winning

As the world races to meet the insatiable computing demands of artificial intelligence (AI), one thing is becoming increasingly clear:...

Friday 17 October 2025
AI expansion pushes HBM market towards $100 billion by 2028
As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
Friday 17 October 2025
OCP Summit: Broadcom claims 90% AI efficiency jump, reshaping optical and interconnect supply chains

At the OCP Global Summit, Broadcom unveiled major advances in Co-Packaged Optics (CPO), claiming the technology has reached the maturity...

Thursday 16 October 2025
Broadcom launches industry's first Wi-Fi 8 chips for AI-powered edge devices

Broadcom on Thursday introduced the industry's first suite of Wi-Fi 8 silicon solutions, signaling a new era in wireless connectivity...

Wednesday 15 October 2025
Broadcom joins AI accelerator race with major OpenAI deal
Broadcom is jumping into the booming artificial intelligence chip market, striking a major deal to develop custom AI accelerators for OpenAI. The move positions Broadcom alongside...
Tuesday 14 October 2025
OpenAI, Broadcom team up on 10GW AI accelerator project
OpenAI and Broadcom have announced a wide-ranging collaboration to co-develop and deploy 10GW of custom AI accelerators, marking one of the largest hardware initiatives yet in the...
Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Tuesday 7 October 2025
NTT to launch next-gen IOWN optical network infrastructure in 2026
The launch for the next-generation optical communication infrastructure, IOWN (Innovative Optical and Wireless Network), led by Japanese telecom group NTT, is scheduled for 2026....
Thursday 2 October 2025
MediaTek faces mounting challenges in ASIC business as delays and growing competition mount
MediaTek is encountering significant hurdles in its ASIC business, as uncertainty surrounds Meta's upcoming orders and a major Google contract faces repeated postponements. Industry...
Monday 22 September 2025
Not just Apple anymore: TSMC's 2nm finds 15 buyers hungry for AI performance
TSMC's 2nm (N2) process is nearing mass production, with industry sources indicating it has secured up to 15 customers. About 10 are focused on high-performance computing (HPC), showing...