Intel's custom chip business is taking off.

IC sense opens a new Electronic Wafer Sort (EWS) cleanroom to expand its in‑house ASIC production capabilities.

TL;DR: Broadcom secured a $10 billion custom ASIC contract from a major non-CSP client, with Apple, xAI, and ByteDance also in line. OpenAI's custom AI chip, produced with Broadcom and TSMC, aims to ...

The most efficient chip in the room wins-and Broadcom is betting its future on that truth. In the high‑stakes race to build AI infrastructure, the company has emerged as a critical supplier of custom ...

AI now drives over 50% of Broadcom's semiconductor revenue, transforming its growth profile and making Networking and custom ASICs the core of its business. Broadcom's Ethernet networking chips and ...

Broadcom (NASDAQ:AVGO) and OpenAI have launched a multi-year partnership to deploy 10 gigawatts of custom artificial intelligence silicon and rack-level systems, integrating compute ...

Marvell's Data Center segment is the primary growth driver, now 73% of revenue, fueled by custom AI ASICs and interconnects, with strong partnerships at AWS and Microsoft. We expect MRVL to achieve ...

Cloud service providers are accelerating in-house ASIC development to gain tighter control over performance and costs. DIGITIMES projects that between 2025 and 2029, the compound annual growth rate ...

Broadcom received another in a string of analyst upgrades today following last week's earnings report. The landing of OpenAI as an ASIC customer is causing a stir in the generative AI industry.

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...