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10.06.26 - 07:42
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Asics to Spin Off Onitsuka Tiger Brand (Nippon)
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Tokyo, June 10 (Jiji Press)--Japanese sporting goods maker Asics Corp. said Wednesday that it will spin off its Onitsuka Tiger sneaker brand business on Jan. 1 next year. OT Group Corp., an Asics unit, will take over the brand, which is expanding overseas rapidly and is popular among visitors to Japan. Asics will transition the brand to "a more independent operating structure" to "enable ......
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05.06.26 - 02:00
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Foxconn, Intel link chips, racks and systems in AI infrastructure push (Digitimes)
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Foxconn announced on June 4 a strategic partnership with Intel to explore end-to-end AI solutions spanning chips, racks, systems, and applications, with cooperation covering AI rack infrastructure, edge AI, and physical AI platforms. The partnership will also extend to design services for custom ASICs, SoCs, and system integration, combining Intel's processor, silicon photonics, and software ecosystem with Foxconn's global manufacturing scale, system integration capabilities, and AI data center deployment experience....
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03.06.26 - 09:06
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Nvidia to accelerate Vera Rubin production; Quanta Computer to add three US plants by end of 2026 (Digitimes)
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Quanta Computer executive vice president and Quanta Cloud Technology (QCT) president Mike Yang said GPU applications are expanding across training, edge computing, and storage, as well as in the development of application-specific integrated circuits (ASICs). In response to future demand, the company is preparing for power needs and production capacity, planning to add three more plants in the US by the end of 2026....
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01.06.26 - 07:06
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AI spillover puts CPUs and ASICs on Computex stage (Digitimes)
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Computex 2026 will open under the theme "AI Together," with attention shifting beyond Nvidia's training-focused hardware to AI computing, robotics, smart mobility, and next-generation technologies. The event is likely to highlight a wider set of suppliers as AI moves deeper into inference, edge applications, and custom chips....
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29.05.26 - 09:06
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Unimicron targets record 2026 revenue with ABF and AI system-board push (Digitimes)
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Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that would exceed its 2022 peak. The IC substrate and printed circuit board maker announced the strategy at its annual shareholders' meeting at the end of May, citing a shift in demand away from GPUs and CPUs toward ASICs, switches, and high-performance computing applications....
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27.05.26 - 04:06
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Broadcom and Taiwan′s chipmakers ride ASIC wave (Digitimes)
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The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits) — a market increasingly seen as the next major battleground in the global AI boom....
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25.05.26 - 07:12
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AI servers drive order growth; Weltrend′s fan motor driver IC visibility strong (Digitimes)
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At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the full year. Meanwhile, AI servers are becoming increasingly diversified, with demand across GPUs, ASICs, and CPUs growing almost simultaneously, underpinning a highly promising operating outlook....
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21.05.26 - 09:06
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AI chip boom strains ABF substrate supply chain (Digitimes)
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AI is shifting the semiconductor supply chain's next bottleneck from wafer fabrication and HBM memory to ABF substrates — a lower-profile but critical packaging material used in high-end CPUs, GPUs, ASICs, and networking chips....
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21.05.26 - 07:06
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Tech Forum 2026: How much longer can semiconductors sustain Taiwan? (Digitimes)
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During a keynote discussion session at Tech Forum 2026, DIGITIMES senior reporter Monica Chen and semiconductor analyst Andrew Lu shared their views on current AI server technology transformations, concerns over capital expenditure bubbles among global cloud giants, changes in application-specific integrated circuits (ASICs) and chip architectures, and TSMC's global expansion strategy....
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20.05.26 - 23:02
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance (ZeroHedge)
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Nvidia Unchanged Despite Big Earnings Beat And Solid Guidance
As we discussed extensively in our preview, besides the Q1 revenue and guidance ($82BN+ and $90BN whisper respectively), Wall Street was expecting to get more color on the following topics during today's call and Q&A:
Potential for increased shareholder cash returns,
Vera Rubin ramp timing (2H 26E),
Gross margin durability (~75% amidst continued memory/other cost inflation),
Update to the $1 Trillion 25-27 forecast, esp. contribution from LPU racks, CPU and Vera Rubin Ultra, not included before
Potential upside from agentic AI to the server CPU business;
Competitive landscape changes against Google TPU, agentic CPU, other ASICs.
With that in mind, here is what the world's biggest company just reported for Q1:
Revenue $81.62BN, beating Exp $79.19BN, but a bit light of the $82BN whisper
Adj EPS $1.87, beating Exp $1.76
Adj. Gross Margin 75%, beating Exp. 74.5%
Solid all around.
The company's all-important disclosed Da...
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13.05.26 - 07:24
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ASICS Corporation Reveals Advance In Q1 Profit (AFX)
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TOKYO (dpa-AFX) - ASICS Corporation (ASCCY) reported a profit for its first quarter that Increased, from the same period last yearThe company's earnings came in at JPY46.569 billion, or JPY65.66 p......
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