SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

Marvell raises multi-year outlook as AI data center demand drives accelerating growth

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digitimes.com 2026-05-28

On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure, particularly in high-speed interconnect, Ethernet switching, and custom silicon solutions used in hyperscale cloud deployments.

Marvell AI data center Semiconductor industry Revenue growth Technology outlook High-speed interconnect Ethernet switching Data center infrastructure

Nvidia offers restricted access to Vera CPU in first round of Linux benchmarks

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tomshardware.com 2026-05-27 Zak Killian

NVIDIA's new server CPU doesn't win outright in most tests, but it's running very close to AMD's EPYC, which is incredible for a first-generation custom server core from NVIDIA.

Nvidia Vera CPU Linux benchmarks ARM architecture Server CPU AMD EPYC Intel Xeon Custom CPU core

Broadcom Adds FuriosaAI for Custom AI Accelerators - Let's Data Science

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letsdatascience.com 2026-05-27 Let's Data Science

INFRASTRUCTURE broadcom furiosaai ai accelerators advanced packaging Broadcom Adds FuriosaAI for Custom AI Accelerators 2 sources | May 27, 2026 6.8 Relevance Score Photo: image.theregister.com · rights & takedowns QUICK SUMMARY Hide Broadcom has added South Korea's FuriosaAI to its roster of partners building AI accelerators on Broadcom's packaging and networking technology, The Register reports

Broadcom FuriosaAI AI accelerators Advanced packaging Ethernet switching 2nm process HBM4 memory Chiplet architecture

Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire - The Register

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www.theregister.com 2026-05-27 The Register

AI+ML Broadcom's custom ASIC biz adds South Korea's FuriosaAI to its empire Third-gen chips to use Broadzilla's advanced packaging, networking tech Tobias Mann Systems editor 0 Published Wed 27 May 2026 // 13:00 UTC Broadcom has added FuriosaAI to its list of partners building AI accelerators atop its chip packaging tech. After years quietly serving as the connective tissue behind many modern

Broadcom FuriosaAI AI Accelerator ASIC Advanced Packaging 3D Packaging HBM4 HBM4e

Qualcomm's ByteDance deal gives smartphone chipmaker entry into AI data center market

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digitimes.com 2026-05-27

Qualcomm has reached a deal to supply AI data center chips to ByteDance, giving the US smartphone processor designer a potentially high-volume customer as it tries to expand into AI infrastructure and custom silicon.

Qualcomm ByteDance AI data center smartphone chips semiconductor industry artificial intelligence chip supply custom silicon

The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 - AOL.com

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www.aol.com 2026-05-26 AOL.com

The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 CHRIS NEIGER, THE MOTLEY FOOL Tue, May 26, 2026 at 6:20 AM GMT+8 0 Key Points Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies. Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals. Taiwan Semiconductor

Semiconductor Industry AI Chips Custom Silicon NVIDIA TSMC Broadcom Marvell AI Hardware

The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 - The Globe and Mail

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www.theglobeandmail.com 2026-05-26 The Globe and Mail

Key Points Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies. Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals. Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand. 10 stocks we like better than

AI chips custom silicon NVIDIA TSMC Broadcom Marvell AI hardware semiconductor manufacturing

The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 - The Globe and Mail

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www.theglobeandmail.com 2026-05-26 The Globe and Mail

Key Points Custom processors from Marvell and Broadcom are becoming increasingly important for leading tech companies. Broadcom and Marvell are seeing massive AI-led growth, with major customers like Alphabet and Microsoft signing deals. Taiwan Semiconductor is uniquely positioned to benefit from the AI hardware boom, regardless of which processors are in demand. 10 stocks we like better than

AI chips Custom silicon NVIDIA TSMC Broadcom Marvell AI hardware Semiconductor manufacturing

The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 - Yahoo Finance

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finance.yahoo.com 2026-05-26 Yahoo Finance

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The 3-Stock Custom Silicon Basket That Could Outperform Nvidia by 2030 - The Motley Fool

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www.fool.com 2026-05-26 The Motley Fool

Nvidia ( NVDA 1.86% ) has been a leading artificial intelligence (AI) stock for years now, with its share price surging 600% over the past three years. But a funny thing happened after the company reported its impressive October quarter results: Its share price fell. That's not Nvidia's fault, nor did investors have a good reason to punish the stock. But after its long and impressive run, it's be

Artificial Intelligence Semiconductor Industry Custom Silicon NVIDIA TSMC Broadcom Marvell AI Hardware

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs - digitimes

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www.digitimes.com 2026-05-25 digitimes

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption,... Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time the

Micron Technology HBM AI memory 3D packaging DRAM NAND flash EUV lithography Semiconductor storage

Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs

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digitimes.com 2026-05-25

Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products driving growth through 2027. The company is expanding EUV adoption, deepening collaboration with customers and foundry partners, and using multi-year supply agreements to support future capacity investments.

India-based Cyient Semiconductors raises US$30 million to scale power chips for global AI markets

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digitimes.com 2026-05-25

Cyient Semiconductors has secured a total of about US$30 million in financing from Edelweiss-managed funds and co-investors, comprising a US$10 million equity investment at a valuation of roughly US$500 million alongside structured debt. The deal bolsters its capital base to scale its power semiconductor and custom silicon offerings for global AI markets.

Ubisoft reportedly testing generative AI in Far Cry 7, insider says it 'looks like sh*t'

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tomshardware.com 2026-05-24 Luke James

Ubisoft is using an early build of its unannounced Far Cry 7 as a testbed for generative AI tools, according to Tom Henderson of Insider Gaming.

Ubisoft Far Cry 7 Generative AI Game Development Artificial Intelligence NPC AI R&D Gaming Industry

Electronics buff hand-draws and etches custom PCBs at home

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tomshardware.com 2026-05-24 Mark Tyson

A maker bored with the staid designs of modern factory-produced PCBs has perfected their own hand-inking and home-etching process.

PCB design electronics hobbyist custom PCB etching process photoresist ferric chloride Pentel marker 3D printing

Samsung Electronics Adds HBM Software Edge, Targets Custom HBM Market - Seoul Economic Daily

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