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...

According to a report from Alerta, citing Europa Press, sources state that Broadcom has scrapped its plan of building a microchip manufacturing plant in Spain, promoted under Spain’s Strategic Project for Economic Recovery and Transformation (PERTE Chip) The company announced in the summer of 2...

According to FETV, Samsung has reportedly passed Broadcom’s qualification test for its HBM3E 8-Hi prototype, raising the prospect of rejoining the supply chain. Multiple testing equipment sources cited in the report indicate that its improved 8-Hi product has successfully passed the verification, ...

TSMC Chairman C.C. Wei said at yesterday’s shareholder meeting that AI demand remains strong despite tariff concerns—and the momentum is clear. On June 3, major client Broadcom announced it has begun shipping its latest AI-focused networking chip, the Tomahawk 6, according to its press release. ...