While Goldman Sachs expects HBM prices to decline next year as competition intensifies and pricing power shifts to major customers, the firm also notes that although GPUs will remain the main growth engine, ASICs are set to see even faster adoption in 2026. Building on this, Chosun Biz notes that th...

According to TechNews, citing South Korean outlet Chosun Biz, Marvell is reportedly working with TSMC to strengthen its position in the custom ASIC space by leveraging TSMC’s sub-3nm process technology. In addition, the report notes that Marvell is set to adopt TSMC’s silicon photonics technolog...

According to a report from Wccftech, citing The Information, Microsoft is reportedly pushing back its AI chip roadmap and plans to introduce an interim chip in 2027, likely to be named Maia 280, which is expected to combine two Braga chips for improved performance. The report notes, citing The I...

NVIDIA still leads in the AI chip race, but its global AI infrastructure push recently may reflect concerns that hardware growth may slow—and that CSPs ramping up ASIC development could become serious challengers. According to Commercial Times, as Google, Microsoft, and Meta ramp up in-house ASIC ...

As the U.S.-China chip war heats up, China is going all-in on AI ASICs, with Huawei’s flagship chips stealing the spotlight. But with rumors of the Ascend 920 entering mass production in 2H25, Commercial Times raises doubts about SMIC’s N+3 process and the chip’s access to top-tier HBM. Acc...