Nvidia Corporation is poised for blockbuster earnings, with a Buy rating and a $245 price target reiterated ahead of its ...

Broadcom ( AVGO) is still considered the “best-in-class” in the custom application specific integrated circuit market, but Marvell ( MRVL ), Arm ( ARM ), and perhaps surprisingly, Qualcomm ( QCOM ), ...

Nvidia’s Blackwell systems sales are “off the charts” according to CEO Jensen Huang, but analysts see fast growth for custom AI chips, known as ASICs. These smaller, cheaper, more narrowly focused AI ...

At the show, EnSilica will demonstrate how complex system requirements are translated into production-ready ASICs, covering system architecture, mixed-signal and RF design, verification, test, ...

Intel has rapidly grown its custom ASIC business, exiting 2025 at a $1 billion run rate. Soaring demand for networking AI chips has driven much of the demand. This is a $100 billion market opportunity ...

Google's expanding Tensor Processing Unit (TPU) strategy is emerging as a serious challenge to Nvidia's long-running dominance in AI accelerators, particularly after a report from The Information ...