ASICs Rising: Broadcom and MediaTek have both increased their chip wafer-starts for 2026, media report, citing unnamed supply chain sources. MediaTek is also building a 1,000-strong team for 3nm custom ASIC chips, while rumors say Meta is a new client for a 2nm inference chip, Arke. Broadcom designed Google’s TPU v8AX, set for mass production at TSMC on N3P in the 3rd quarter 2026, followed by a Google/MediaTek co-designed TPU v8x in Q4 and TPU v8e in Q2 2027. $Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) $Meta Platforms(META.US) #mediatek #alchip #GUC #semiconductors
Source: Dan Nystedt
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