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Socionext announced that it would develop a high-performance compute chiplet using TSMC's A14 process technology, positioning the project as a platform for next-generation custom silicon aimed at AI data center infrastructure.

US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook for AI data center connectivity technology and market opportunities.

Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale cloud customers building AI infrastructure, including XPUs, Ethernet switching systems, and high-speed optical interconnects.

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.

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.

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

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

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

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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

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.