If someone asked you to name a large AI chip manufacturer, you’d probably say Nvidia (NVDA), Advanced Micro Devices (AMD), or maybe Taiwan Semiconductor (TSM). Your first thought probably wouldn’t be ...

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 ...

Fortinet claims it is still the only security vendor to develop its own processors based on custom ASIC chips. Company executives call this two-decade-old strategy the vendor’s “unique differentiator” ...

Broadcom stock (NASDAQ: AVGO) has emerged as a rare consensus pick among major Wall Street houses for 2026. Bank of America, JPMorgan, and Jefferies all point to custom AI chips and high-speed ...

Broadcom lands major AI chip deals with Anthropic and OpenAI, boosting growth and market share. See how AVGO stock is ...

Enthusiasm for custom chips made by Broadcom has been sweeping Wall Street going into the company’s earnings report on ...

As demand shifts from general-purpose semiconductors toward AI ASICs, SEMIFIVE provides customized chip development solutions to fabless companies and device manufacturers. New orders have increased ...

Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ...

Nvidia and Broadcom are set to battle it out for AI chip supremacy in 2026.

Meta is looking for ASIC engineers to help the company build its data center accelerators and system-on-a-chips (SoC). According to a report in The Register, the Facebook, Instagram, and WhatsApp ...

Editor's take: I have been writing about custom ASICs for many years. At one point, it became clear that some non-chip companies had grown large enough that designing their own chips made more sense ...

Marvell Technology is a strong buy due to its ability to lead the copper-to-optical shift inside AI clusters. Click to read my latest analysis of MRVL stock.