With NVIDIA’s latest earnings underscoring the AI infrastructure boom, investor focus is also shifting to ASIC demand. According to the Commercial Times, Broadcom has lifted its CoWoS packaging orders for next year, a move likely fueled by rising custom chip needs from Google, Meta, and other clou...

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

As Qualcomm and Samsung push into the 2nm era with the Snapdragon 8 Elite Gen 2 and Exynos 2600, Taiwan’s MediaTek confirmed at its July 30 earnings call that it’s also gearing up for 2nm, targeting edge and cloud AI chips—with tape-out expected in September, according to the Economic Daily Ne...

At its July 24 earnings call, Intel warned that failure of 14A could jeopardize its advanced node business. But CEO Lip-Bu Tan and his team were also candid, sharing key updates on the product roadmap and Intel’s outlook on the growing AI market. Here’s a brief summary of Intel’s conference ca...

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...