As global CSPs accelerate efforts to reduce reliance on NVIDIA through custom silicon, ASICs are gaining momentum across the industry, supporting growth prospects for partners such as Alchip. According to Commercial Times, during Alchip’s earnings call on the 26th, Chairman Johnny Shen said that ...

Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design houses like MediaTek are also moving aggressive...

According to a report from Commercial Times, sources indicate that due to U.S. restrictions on AI computing power exports to China, the application for an ADAS (Advanced Driver Assistance System) chip by Taiwanese ASIC manufacturer Alchip was rejected. The ADAS chip developed by Li Auto, named "S...

As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...