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,...

As major tech firms accelerate in-house chip development, Broadcom is seeing a surge in demand from clients such as Google and Meta. On its March 4 earnings call, the company projected that AI chip revenue could exceed $100 billion in 2027, according to Reuters. Broadcom typically partners with c...

As Google intensifies its push for Tensor Processing Units (TPUs), aiming to secure more orders from major tech players, the company’s R&D efforts are clearly bearing fruit. Nikkei reports that the company has sharply increased patent filings for AI data-center semiconductors, with application...

Apple is entering the race to develop in-house AI chips. According to Economic Daily News, citing sources, the company is working with Broadcom to develop its first proprietary AI chip, dubbed “Baltra,” with AI servers deployment expected to begin in 2027. The move aims to further advance Apple ...