With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design houses like MediaTek are also moving aggressive...

As global cloud providers ramp up in-house AI ASICs, Google is also doubling down. Alongside advancing TPU v7p (Ironwood), the company is betting on Axion—its first Arm-based CPU—reportedly built on TSMC's 3nm node with design support from the foundry's affiliate Global Unichip, according to Com...

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...

As Trump threatens to impose new tariffs on countries like Mexico, Canada and China, the storm is gradually impacting upstream players in the semiconductor industry. According to Commercial Times, Taiwan’s electronic manufacturing services (EMS) industry begins to feel headwinds, as ASIC companies...

HBM4, the sixth generation of HBM, is poised to become the key to breakthroughs in computing power for next-generation CSPs (Cloud Service Providers). According to a report from Commercial Times citing Global Unichip Corp. (GUC), to support the development of HBM4, their semiconductor IP (Intellectu...