Please note that this article cites information from Commercial Times, Economic Daily News , Liberty Times, and MoneyDJ. NVIDIA outlined its AI roadmap at GTC 2026, doubling its 2025–2027 revenue target for the Blackwell and Rubin chips to $1 trillion, but the rise of ASICs may intensify compet...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...

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...