[News] Broadcom Partners With FuriosaAI on 2nm AI Chip Reportedly Made by TSMC; Sampling Expected in 1H28

As chipmakers increasingly seek to reduce reliance on NVIDIA GPUs, Broadcom has attracted growing attention and is now partnering with another AI chip player. According to Asia Business Daily, FuriosaAI and Broadcom plan to jointly develop a next-generation AI chip and build large-scale AI inference infrastructure by combining FuriosaAI’s NPU technology with Broadcom’s Ethernet networking technologies. ZDNet adds that the industry estimates the contract value to be in the KRW 200 billion range.

A press release from FuriosaAI states that the company has formed a strategic partnership with Broadcom to develop its third-generation AI accelerator. The collaboration extends FuriosaAI’s Tensor Contraction Processor (TCP) architecture into a multi-die chiplet system designed to create a next-generation inference platform capable of handling high-volume token demands.

Asia Business Daily further reports that FuriosaAI plans to integrate HBM4/HBM4E memory into the third-generation Renegade chip, which will be manufactured using TSMC’s 2nm process technology. The report highlights that sampling of the third-generation Renegade chip developed with Broadcom is expected to begin in the first half of 2028.

Meanwhile, Wccftech further reports that FuriosaAI plans to leverage Broadcom’s Ethernet and PCIe IP technologies to support higher-bandwidth, rack-scale networking across massive AI compute clusters. As The Register notes, this points to the use of high-radix Ethernet switches such as Broadcom’s Tomahawk 6 (TH6), while adding that Ethernet is increasingly emerging as an alternative to proprietary scale-up interconnects like NVLink.

Broadcom Expands Beyond Traditional ASIC Customers

Notably, ZDNet indicates that the collaboration reflects a broader industry shift as Broadcom expands its sales efforts toward AI chip startups. While the company previously focused on designing ASICs for system firms without in-house chip capabilities, it is now increasingly targeting companies that develop chips directly. ZDNet adds that AI chip startups Rebellions and DeepX are also reportedly reviewing potential collaboration opportunities.

Industry sources cited by ZDNet add that Broadcom’s turnkey service has maintained premium pricing aimed at global tech giants such as Google despite limited technical differentiation from competitors. As some global customers reportedly moved away due to high costs, the business unit increasingly turned to fabless chip companies to secure new customers.

Read more

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(Photo credit: FuriosaAI)