March 6 (Reuters) - Broadcom CEO on Thursday assuaged investor worries about AI chip demand ... or ASICs, are chips designed for specific tasks. Designing and manufacturing an ASIC helps companies ...

Investors are eyeing revenues from artificial intelligence computing and chip-making in top ... high-performance hardware to AI models and selling specialized ASIC microchips — will more than ...

"This strength is driven by continued strong AI networking demand and the early ramp of Google's TPU v6 3nm ASIC training chip," Sur said. "We believe AI revenues will continue to grow throughout ...

Oppenheimer sees upside to FQ1 results and FQ2 outlook, led by AI ASIC and networking ... tariffs and China, results from chip companies such as Broadcom (AVGO) could “reenergize” the ...

as well as limited supply of Huawei's Ascend AI ASIC [custom chip], has created a surge in demand for H20 GPUs from China CSPs; 3) we believe Nvidia's customers, especially communications service ...

Marvell and Broadcom report earnings this week, both benefiting from AI-driven demand and hyperscaler capex growth. Both companies are riding AI growth, with custom ASIC demand and networking ...

As Arm Holdings (NASDAQ:ARM) pushes further into designing its own chips and signing up clients ... specific integrated circuits, or ASIC, for their AI accelerators due to power and compute ...

(Reuters) -Broadcom CEO on Thursday assuaged investor worries about AI ... ASIC customers," Summit Insights analyst Kinngai Chan said. Application-Specific Integrated Circuit, or ASICs, are chips ...