custom silicon

Nexperia and Tata steer MOSFET output to India fabs
Fabs & Manufacturing

Nexperia and Tata steer MOSFET output to India fabs

Nexperia will build its MOSFET portfolio at Tata Electronics' Dholera fab and assemble chips in Assam.

SK hynix weighs a New York NAND plant for Solidigm

SK hynix weighs a New York NAND plant for Solidigm

GlobalFoundries and Marvell widen SiGe pact for AI optics

GlobalFoundries and Marvell widen SiGe pact for AI optics

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Processors

OpenAI emerges as rumored buyer for Samsung 2nm edge AI chip

AI Silicon

Custom accelerator demand pushes Broadcom AI sales to $16.7B

Processors

Xiaomi’s Xring O3 heads upmarket on TSMC’s N3P process

AI Silicon

Google buys a stake option in Marvell as TPU orders balloon

Google taps AMD for a CPU-heavy TPU built for agentic AI
AI Silicon

Google taps AMD for a CPU-heavy TPU built for agentic AI

Microsoft pushes Maia 300 output to cut its Nvidia dependenc
AI Silicon

Microsoft pushes Maia 300 output to cut its Nvidia dependency

Taiwan's top chip designer approved a discretionary $5B financing budget to bankroll its push into AI data center silicon.
Industry & Markets

MediaTek board unlocks $5B war chest for AI data center chips

Processors

Intel opens Atom x86 vault for startup tied to CEO Lip-Bu Tan

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