MediaTek and Qualcomm are major threats in custom ASIC chips because they can secure precious cutting-edge node and advanced packaging capacity, in addition to managing the complex supply chain, media report, adding the surge in new ASIC orders shows the capacity shortage will not end soon.
Big ASIC designers, Broadcom, Marvell, Alchip, GUC, tip ASIC revenue to double within 2-3 years, explosive growth. When high memory chip prices crushed smartphone volumes early this year, the silver lining was it opened capacity for MediaTek, Qualcomm to use for their ASIC businesses. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $Qualcomm(QCOM.US) $Broadcom(AVGO.US) $Marvell Tech(MRVL.US) #MediaTek #Alchip #GUCSource: Dan Nystedt
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