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Tag: ASICs

Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To 5
Broadcom

Morgan Staneley Expects Strong Ramp In Broadcom (AVGO)’s Networking And ASICs Segments; Raises PT To $485

vm_adminJune 4, 2026

By Faheem Tahir Publication Date: 2026-06-04 16:11:00 With strong hedge fund and Wall Street support, Broadcom Inc. (NASDAQ:AVGO) ranks among…

Does the Surge in Demand for ASICs Make Broadcom a No-Brainer Buy Before June 3?
Broadcom

Does the Surge in Demand for ASICs Make Broadcom a No-Brainer Buy Before June 3?

vm_adminJune 2, 2026

By Daniel Foelber, The Motley Fool Publication Date: 2026-06-02 07:04:00 The initial boom in artificial intelligence (AI) data center investment…

SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs
Broadcom

SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs

vm_adminMay 15, 2026

By Nilanjana Basu Publication Date: 2026-05-15 10:15:00 Marvell and Broadcom could be top AI ASIC winners as hyperscalers shift to…

Broadcom AI Chip Growth 2026: Custom ASICs Drive Market Momentum – News and Statistics – IndexBox
Broadcom

Broadcom AI Chip Growth 2026: Custom ASICs Drive Market Momentum – News and Statistics – IndexBox

vm_adminMarch 16, 2026

By IndexBox Inc. Publication Date: 2026-03-16 15:46:00 Mar 16, 2026 According to a report from Yahoo Finance, Broadcom is emerging…

Could a new generation of ASICs burst Nvidia’s bubble and do for AI GPUs what ASICs did for bitcoin mining?
Nvidia

Could a new generation of ASICs burst Nvidia’s bubble and do for AI GPUs what ASICs did for bitcoin mining?

vm_adminNovember 28, 2025

By Jeremy Laird Publication Date: 2025-11-28 13:17:00 A Chinese startup founded by a former Google engineer claims to have created…

Nvidia extends NVLink support to custom CPUs and ASICs
Nvidia

Nvidia extends NVLink support to custom CPUs and ASICs

vm_adminMay 22, 2025

Computex Nvidia has opened the NVLink interconnect tech used to stitch its rack-scale compute platforms together to the broader ecosystem…

Nvidia launches NVLink Fusion to connect custom CPUs and ASICs with Nvidia hardware
Nvidia

Nvidia launches NVLink Fusion to connect custom CPUs and ASICs with Nvidia hardware

vm_adminMay 19, 2025

Nvidia has opened its NVLink interconnect technology up to external companies, with the launch of NVLink Fusion. Unveiled this week…

ASICs struggle to challenge Nvidia’s GPU dominance
Nvidia

ASICs struggle to challenge Nvidia’s GPU dominance

vm_adminFebruary 19, 2025

The increasing adoption of application-specific integrated circuits (ASICs) for artificial intelligence (AI) has sparked discussions about potential competition to Nvidia’s…

Broadcom’s AI Edge: ‘Apples-to-Oranges Comparison’ Shows ASICs Outgrowing GPUs, Says Analyst – Broadcom (NASDAQ:AVGO)
VMware

Broadcom’s AI Edge: ‘Apples-to-Oranges Comparison’ Shows ASICs Outgrowing GPUs, Says Analyst – Broadcom (NASDAQ:AVGO)

vm_adminDecember 12, 2024

With fourth quarter results set to be unveiled on Dec. 12, Broadcom Inc. AVGO is projected to deliver a standout…

DriveNets, Accton Launch Ethernet-Based AI Networking Solution with Broadcom ASICs
Broadcom

DriveNets, Accton Launch Ethernet-Based AI Networking Solution with Broadcom ASICs

vm_adminOctober 15, 2024

DriveNets and Accton Technology have announced the successful testing and launch of two new white boxes based on Broadcom’s Jericho-3-AI…

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