
The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
By Luke James published
Premium ASIC-based AI server shipments are projected to reach 27.8% of the market in 2026, the highest share since 2023, and custom ASIC shipments will grow 44.6% year-over-year.

Memory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chain
By Jon Martindale published
Premium Chemical companies have absorbed costs so far this year, but they're about to dump them onto South Korean memory makers.

SMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production lines
By Luke James published
Premium China's semiconductor equipment vendors collectively posted record revenues in 2025, but profitability is under pressure from domestic price competition.

Why now is the best time to jump on the OLED monitor bandwagon
By Brandon Hill published
Premium Better reliability and dropping prices are making OLED monitors even more attractive.
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