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09.04.26 - 03:06
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AI chip demand tightens ABF substrate supply, three-year upcycle in sight (Digitimes)
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As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously, supply constraints across upstream materials — including glass fiber cloth, copper foil, and drill bits — are creating bottlenecks that are gradually tilting capacity toward a supply shortfall and extending forward visibility across the IC substrate sector....
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08.04.26 - 04:06
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Broadcom, Google, and Anthropic alliance faces MediaTek competition (Digitimes)
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Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with the collaboration set to extend through 2031. This means that Broadcom will continue to generate related revenue from multiple future generations of Google's TPU products....
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02.04.26 - 06:36
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Nvidia invests US$2 billion in Marvell to integrate NVLink Fusion with ASICs (Digitimes)
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On March 31, Nvidia announced a US$2 billion investment in Marvell and plans to further integrate its NVLink Fusion technology with Marvell's XPU services for customer use. Although Nvidia revealed partnerships with several ASIC service providers around NVLink Fusion technology earlier in 2025, this direct investment signals a closer collaboration between Nvidia and Marvell. The move raises questions about how the two companies will expand their presence in the cloud AI market and whether ASIC customers will embrace this integrated solution....
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01.04.26 - 17:00
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Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other’s a Trap (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) and Broadcom (NASDAQ:AVGO) are both major winners of the AI rally. Both of these companies specialize in data center components, and both have a custom AI focus with application-specific integrated circuits (ASICs) that hyperscalers use for AI training and inference. Marvell has historically lagged Broadcom, but it is the cheaper of the two. The ... Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap
The post Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap appeared first on 24/7 Wall St.....
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31.03.26 - 22:48
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35,000 pints of stolen Guinness, 950 wheels of pilfered cheese: can the UK′s cargo theft crisis be stopped? (The Guardian)
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It costs the UK economy £700m a year, and criminal gangs are operating with near impunity. Every time a lorry gets robbed, raided or hijacked, it's Mike Dawber who investigatesIn August 2021, Mike Dawber, the UK's leading detective in cargo crime, got a call from officers in Bradford CID. They were planning to search two warehouses that contained, in their words, an awful lot of suspicious goods. This was a job that required Dawber's expert eye. He drove an hour from his home, in the unmarked police car that doubles as his office, and arrived to discover the description barely did it justice.As soon as he walked in to the first warehouse, he noticed 17 pallets of golfing equipment. They had, he knew, been stolen three weeks before from a truck at Lymm motorway services, just outside Manchester. He reckoned they were worth about £1m. As Dawber continued his survey, he came across 18 pallets of Asics trainers, stolen three years before, at Warwick services. Then 14 pallets of lawnmowers: five years bef...
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31.03.26 - 02:00
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Custom chips demand spike draws Taiwan firms into ASIC arena (Digitimes)
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While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications, customers are seeking greater control at the silicon level, aiming to reduce their reliance on traditional chip giants....
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23.03.26 - 05:06
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Nvidia pushes deeper into AI inference to counter custom chip rivals (Digitimes)
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At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of Groq's LPU technology, Nvidia's portfolio appears markedly more competitive on the inference side — widely seen as a strategic effort to defend its market share and discourage customers from turning to application-specific integrated circuits, or ASICs....
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17.03.26 - 08:06
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MPI posts record 2025 revenue and profit, expands probe card production in Taiwan (Digitimes)
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Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASICs) has driven rapid demand growth for semiconductor test equipment and test interface products. Under this trend, the company achieved record-high revenue and profit for the full year 2025....
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08.03.26 - 00:07
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Broadcom CEO sees copper interconnects viable through 2028 (Digitimes)
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Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated circuits (ASICs), and issued an upbeat outlook. During the earnings call, however, industry attention centered less on the company's financial performance and more on its views on silicon photonics and copper interconnect technologies....
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