Mediatek’s ASIC dreams wobble
Meta and Google orders slip away
Something strange is stirring at Taiwanese IC design house MediaTek. The company’s push into special application chips (ASICs) after 2026 is suddenly looking a lot shakier.
Amazon jams Alexa+ into everything
Generative AI shoved into Echos, Fire TVs and doorbells
Amazon is rolling out Alexa+ across a pile of its hardware, effectively welding generative AI into daily life whether people want it or not.
TSMC muscles into silicon photonics, leaving Intel gasping
A patent surge, Nvidia’s shove, and a 2026 CPO rollout crank up the pressure.
TSMC has charged into silicon photonics and is trampling Troubled Chipzilla’s toes. Japanese reports say TSMC has filed nearly twice as many US patents in the latest silicon photonics field as Intel.
Foxconn shifts gears as Nvidia's GB300 server demand explodes
AI server gold rush trumps smartphone season in Taiwan's supply chain
Nvidia's Blackwell GB300 AI servers are shaking up the production lines in Taiwan, with contract manufacturers ditching their usual priorities to chase the new silicon gravy train.
Marvell scores billions in AI chip deal
Two new hyperscalers signed up as demand surges for custom silicon
Chip designer Marvell reckons it has landed two new hyperscale cloud clients and is sniffing around more than 50 other deals as demand for its customised AI silicon keeps growing.
Nvidia opens up NVLink, but not for Chipzilla or AMD
Qualcomm, Fujitsu and pals get cosy while rivals stew
Nvidia strutted into Computex 2025 in Taipei unveiling its NVLink Fusion scheme and handing out interconnect invites to everyone except AMD, Broadcom, and Troubled Chipzilla.
Intel sells 51 percent of Altera
Tan's first big move
Intel Corporation's new CEO Lip-Bu Tan's first big move was to sell 51 percent of Altera to SilverLake at an $8.75 billion valuation. The company still retains 49 percent. Intel acquired Altera in 2015 for approximately $16.7 billion.
Marvell has excellent results
But fails to meet Wall Street’s over-optimistic expectations.
Marvell Technology. took a pounding in late trading after delivering a revenue forecast that failed to match the cocaine nose jobs of Wall Street’s daft, over-optimistic predictions.
Marvell’s market cap surges past Intel
Claims to be the new Nvidia
Marvell Technology's stock price has risen dramatically this year, climbing 95 percent and pushing its market capitalisation above Intel.
Marvell beats estimates
AI Marvell
Marvell Technology has forecasted its fourth-quarter revenue to be above estimates, driven by strong demand for its custom artificial intelligence (AI) chips.