Taiwan’s 2nd biggest custom ASIC chip designer, Global Unichip’s full year revenue will rise by a double-digit percent this year led by its custom chip design-manufacturing (turnkey) services, media report, adding it will see more revenue from Cloud Service Provider (CSP) clients from the 4th quarter and into the 1st half 2026, with CSPs set to account for 25% of full year 2026 revenue. In the 1st half of this year, US clients accounted for 64% of revenue, versus 32% last year. 2nd quarter revenue fell 9% year-on-year to NT$6.1 billion. $Broadcom(AVGO.US) #alchip #globalunichip #GUC #semiconductors

Source: Dan Nystedt