ASIC, Broadcom, and Nvidia are co-designing application-specific integrated circuits, controlling 95% of the custom ASIC market.

The entities involved

• ASIC →

  programming language

  Nothing else this week.

• Broadcom →

  American semiconductor manufacturer

  • Broadcom secures multi-year AI compute agreements with Meta and OpenAI, while also assisting Google with advanced chip designs.Mon 15:40
  • Nvidia, Broadcom, Marvell Technology, AMD, and Qualcomm are currently competing in the high-stakes AI chip market.Mon 15:32
• Nvidia →

  American multinational technology company

  • Apple is utilizing TSMC for advanced chip manufacturing, a trend observed alongside market pricing pressures affecting sales volume.Mon 17:45
  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34

Related events

• Apple, Broadcom, AMD, Nvidia, and Google are involved in a partnership regarding custom chips, market share competition, and long-term commitments through 2031.Jul 6
• Broadcom and Nvidia are major competitors in the custom AI chip market, with Google utilizing custom chips co-designed with Broadcom.Jun 17
• Broadcom's ASIC dominance poses a risk to Marvell, which is leveraging custom ASICs for AI clusters.Sep 12
• Nvidia, Broadcom, and Intel are competing in the AI chip market, with Broadcom developing custom chips against Nvidia GPUs.Jun 11
• Meta is partnering with Broadcom and TSMC to manufacture custom AI chips, aiming to reduce reliance on expensive GPUs from Nvidia and AMD.Jul 17