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06.11.25 - 04:06
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IC designers race to win orders despite declining margins (Digitimes)
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At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However, an increasing number of diverse companies are entering the ASIC market, intensifying the competition. Major clients have begun handling more of their own design work, shifting pricing power towards the customer. Overall profit margins for the ASIC business have shown signs of decline, but IC design companies still race to secure orders....
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23.10.25 - 22:03
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Intel Reports Third-Quarter 2025 Financial Results (Business Wire)
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News Summary
Third-quarter revenue was $13.7 billion, up 3% year-over-year (YoY).
Third-quarter earnings (loss) per share (EPS) attributable to Intel was $0.90; non-GAAP EPS attributable to Intel was $0.23.
Forecasting fourth-quarter 2025 revenue of $12.8 billion to $13.8 billion; expecting fourth-quarter EPS attributable to Intel of $(0.14) and non-GAAP EPS attributable to Intel of $0.08. Intel's guidance excludes Altera, following the sale of a majority ownership interest completed in the third quarter of 2025.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel Corporation today reported third-quarter 2025 financial results.
“Our Q3 results reflect improved execution and steady progress against our strategic priorities,” said Lip-Bu Tan, Intel CEO. “AI is accelerating demand for compute and creating attractive opportunities across our portfolio, including our core x86 platforms, new efforts in purpose-built ASICs and accelerators, and foundry services. Intel's industry-leading CPUs and ecosystem, along...
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02.10.25 - 06:36
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Cyient Semiconductors charts power-focused ASIC roadmap, strengthens Taiwan ties (Digitimes)
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Cyient Semiconductors, spun off from the Cyient group earlier in 2025, has unveiled a three- to five-year roadmap emphasizing custom ASICs and intelligent power solutions for data centers and industrial applications. The company also signaled deeper engagement with Taiwan's semiconductor ecosystem and plans to expand its local team once revenue milestones are achieved....
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30.09.25 - 15:12
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Catchment Capital Announces Inaugural Investment in Fidus Systems (Business Wire)
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Strategic Investment Enables Creation of Global Market Leader in Advanced Electronic and Embedded System Design ServicesNEW YORK--(BUSINESS WIRE)--Catchment Capital (“Catchment”), a private equity firm focused on transforming middle market industrial businesses, today announced an agreement to make a majority investment in Fidus Systems (“Fidus” or the “Company”), a leading provider of advanced electronic and embedded system design services. The investment in Fidus is Catchment's inaugural investment since the firm's founding. Fidus management is investing alongside Catchment in the transaction.
Founded in 2001 and headquartered in Ottawa, Ontario, Canada, Fidus has established itself as a trusted design partner to blue-chip companies across a diverse set of end markets. The Company focuses on high-complexity embedded design services including FPGAs and ASICs, embedded software, hardware, layout and printed circuit boards, signal and power integrity, mechanical and thermal as well as radio f...
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22.09.25 - 08:06
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Sunengine enters CPO advanced packaging supply chain (Digitimes)
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The explosive growth in AI computing demand is driving increased needs for GPUs, ASICs, and other components, accelerating the rapid development of global data center infrastructure. Traditional electronic signal interconnects are struggling to meet the high bandwidth and low latency requirements of big data exchange. Silicon photonics (SiPh) and co-packaged optics (CPO) technologies have thus become critical to next-generation AI advancements....
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16.09.25 - 21:27
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What Is Going On With Broadcom Stock On Tuesday? (Benzinga)
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Custom Application-Specific Integrated Circuits (ASICs) provider Broadcom (NASDAQ:AVGO) trended on Tuesday as the Big Tech giants (including Microsoft Corp (NASDAQ: MSFT), Alphabet Inc. (NASDAQ:
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11.09.25 - 11:18
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Asics Gearing Up for World Athletics Championships in Tokyo (Nippon)
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Tokyo, Sept. 11 (Jiji Press)--Asics Corp. is one of Japanese sporting goods manufacturers looking to promote their products at the World Athletics Championships in Tokyo. Shoes and other gear from Asics will be used by over 100 athletes from around the world at the event, set to kick off on Saturday, including Yoshihide Kiryu, a Japanese sprinter who is set to compete in the men's 100-meter ......
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05.09.25 - 01:00
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Commentary: Advanced AI packaging driving semiconductor industry toward ′virtual integration′ (Digitimes)
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Advanced packaging is rewriting the rules of the semiconductor industry. According to DIGITIMES Research, in 2024, global AI data center accelerators (covering GPUs and ASICs) have seen advanced back-end packaging costs reach US$4.1 billion, accounting for 46% of the total process cost structure—nearly matching wafer foundry costs at US$4.8 billion. This has caused the front-end process share to drop significantly to 54%, leaving only an 8% gap between the two....
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04.09.25 - 00:30
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Research Insights: ASICs, packaging, and HBM reshape the AI chip race (Digitimes)
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The global market for high-end cloud AI accelerators is approaching a major turning point. DIGITIMES forecasts that beginning in 2026, the supply chain will enter a new "decentralized" phase shaped by three forces: the expansion of custom ASICs, diversification of advanced packaging, and intensifying competition in high-bandwidth memory (HBM) pricing....
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