Latest News and Trends

CSPs accelerate custom chip adoption amid ASIC market expansion

AWS announced significant cloud developments and custom chip design progress at its major conference in the US this week. The company’s next-generation 3nm chip, Trainium 3, is set to launch in 2025, with industry sources suggesting Taiwan-based ASIC company Alchip will lead its development. Additionally, AWS is reportedly finalizing a long-term ASIC collaboration agreement with Marvell, demonstrating strong market demand. Industry insiders remain optimistic about the ASIC market’s long-term prospects.