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@BigbirdflyChan: On June 18, JPMorgan released a very important ASIC industry report. I extracted some key points to share with you. The core view of the report is that the AI era is driving custom chip ASICs into a new golden cycle, and the biggest beneficiaries are Broadcom and Marvell. Yes, Mrvl has been in the spotlight recently…

X AI KOLs Timeline · 2d ago Cached

JPMorgan releases ASIC industry report, predicts AI custom chips entering golden cycle, Broadcom and Marvell are biggest beneficiaries, and expects AI ASIC shipments to surpass GPU for the first time by 2027.

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#asic

Device Clock Generation

Hacker News Top · 2026-06-12 Cached

A technical blog post discussing methods for generating device clocks in FPGA and ASIC designs for interfacing with peripherals such as NOR flash and NAND flash.

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#asic

Finding Success in Industry as a Chip Designer

Hacker News Top · 2026-05-29 Cached

An experienced chip designer shares insights on the differences between academic and industry chip design, covering goals, risk tolerance, and methodologies, while noting the growing demand for ASIC designers.

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