Marvell’s Year Was Made In Interconnect, Not Yet In Custom Silicon | Trefis
By Trefis Team Publication Date: 2026-08-14 17:40:00 The stock outran both Broadcom and NVIDIA over the past year, and the…
Tag: Silicon
Who’s Really The King of Custom Silicon, Broadcom or Marvell Technology?
By Alex Sirois Publication Date: 2026-08-17 11:17:00 Quick Read AVGO commands ~70% of custom AI silicon co-design with $10.8B in…
Nvidia vs. Meta: Is Custom Silicon a Critical Threat to Nvidia’s AI Moat?
By Unknown Publication Date: 2026-08-16 19:52:00 Motley Fool – 15 minutes ago Nvidia(NASDAQ: NVDA) controls the chips and software powering…
Nvidia’s great silicon showdown
By The Economist Publication Date: 2026-08-11 19:12:00 The chipmaker’s biggest customers want a piece of its business. It is fighting…
I saw Nvidia RTX Spark in action, and Windows PCs may finally have their Apple Silicon Moment
By Vikhyaat Vivek Publication Date: 2026-06-14 11:38:00 Windows laptops have been chasing the gold that Apple struck years ago with…
Silicon Valley CEO Says Nvidia Has One Weakness — and He Plans to Exploit It
By Rich Duprey Publication Date: 2026-06-10 13:55:00 Quick Read Frank Bruno argues Nvidia’s training-optimized GPU architecture risks the same fate…
NVIDIA’s RTX Spark chip could give Windows its true Apple Silicon moment – Engadget
By Devindra Hardawar Publication Date: 2026-06-05 12:00:00 There’s a lot we still don’t know about NVIDIA’s RTX Spark AI chip —…
Cisco Silicon One: Purpose-Built for Secure Networking in the Agentic AI Era
By Nick Kucharewski, Publication Date: 2026-06-03 15:00:00 For the past several decades, innovation in campus networking – voice over IP,…
KPMG scouts Silicon Valley start-ups to avert AI disruptions
By Stephen Foley Publication Date: 2026-05-28 03:36:00 new York | KPMG’s U.S. bosses are touring Silicon Valley looking for artificial…
Broadcom: Rock-Solid Custom Silicon Partnerships Create Massive Opportunity
By Ryan Canady Publication Date: 2026-05-26 07:42:00 Broadcom is aggressively positioning itself to lead in AI infrastructure development. Click here…