# ASIC
Latest news and articles about ASIC
Total: 8 articles found
The Strategic Tether: Why Apple is Locking in Broadcom Until 2031
Apple and Broadcom have extended their partnership until 2031, securing a long-term supply of critical connectivity and custom chips. The deal highlights Apple's continued reliance on Broadcom's RF expertise and ensures supply chain stability amidst a global surge in demand for AI-related semiconductors.
The AI Infrastructure Boom Pushes Global Component Supply to a Breaking Point
Record demand for high-end MLCCs driven by AI servers and custom chips is pushing major manufacturers like Murata and Samsung to historic order backlogs. This supply crunch is causing a spillover effect, forcing companies like Apple and automotive manufacturers to scramble for early procurement as the risk of a market-wide shortage intensifies.
Samsung’s 2nm Breakthrough: Securing the AI Frontier with a 50 Trillion Won Backlog
Samsung Electronics has secured a 50 trillion won order backlog for its foundry business, driven by high-demand 2nm AI chip orders from Meta and Anthropic. This shift highlights a growing trend among tech giants to develop bespoke silicon and diversify their supply chains away from a single-source dependency on TSMC.
The Transformer Bet: Etched Secures $5 Billion Valuation to Challenge Nvidia's Silicon Hegemony
AI chip startup Etched has reached a $5 billion valuation with backing from Peter Thiel and industry pioneers, aiming to disrupt Nvidia's dominance. The company’s specialized 'Sohu' ASIC chip is designed exclusively for Transformer models, promising a 20x performance leap in AI inference.
The $1.5 Trillion Silicon Supercycle: How AI is Rewiring the Global Semiconductor Economy
The global semiconductor market is forecasted to exceed $1.5 trillion by 2026 and nearly $2 trillion by 2027, propelled by a 260% surge in memory chip demand and a shift toward AI-specific logic hardware. This transformation is reordering the industry hierarchy, favoring leaders in HBM and specialized accelerators over traditional CPU manufacturers.
The Sovereign Stack: Why China’s Domestic AI Compute is Decoupling from Global Volatility
China's domestic AI chip sector is transitioning from speculative growth to a validated 'closed-loop' ecosystem, where local models and hardware synergize. Despite recent market dips, analysts see a buying opportunity as Q2 earnings are expected to confirm rising orders for domestic GPUs and ASICs.
The Price of Perfection: Broadcom Slumps as AI Growth Fails to Outpace Market Ambition
Broadcom shares fell 13% after-hours despite a 143% jump in AI revenue and an upgraded guidance for the third quarter. The sell-off reflects an increasingly demanding market where strong growth is already priced into valuations, leaving little room for anything short of a massive beat.
Musk’s Massive 'Terafab' Ambition Finds a Crucial Catalyst in MediaTek
Elon Musk’s $20 billion 'Terafab' project is reportedly partnering with MediaTek to secure the engineering expertise needed to produce 200 billion chips annually by 2028. The alliance aims to leverage MediaTek’s experience with Intel’s advanced manufacturing nodes to overcome extreme design timelines and labor shortages.