Ahead of its earnings call later today, TSMC is poised to capture incremental orders from the newly announced Meta Platforms–Broadcom AI chip alliance. According to Commercial Times, the partners are targeting the launch of a self-developed chip based on TSMC’s 2nm process as early as 1H27, pair...

Apple may be moving to bring AI server chip development further in house, as recent developments suggest. According to Wccftech, citing The Elec, sources say Samsung Electro-Mechanics has supplied semiconductor glass substrate samples to Apple. Following earlier sample shipments to custom AI chip de...

Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to Reuters, citing ...

As AI models expand at breakneck speed, SerDes (Serializer/Deserializer) has become pivotal for boosting chip-to-chip data bandwidth. As observed by TrendForce, competition in high-speed SerDes has been heating up since 2025. In addition to Broadcom and Marvell, MediaTek reportedly broke into Google...

Shortly after securing major chip supply deals with NVIDIA and AMD in February, Meta Platforms unveiled a roadmap for four internally developed chips through 2027. The company plans to introduce them at roughly six-month intervals, with each designed for an expected lifespan of more than five years,...