The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035, at a CAGR of 6.3%. This growth is fueled by rising demand for AI accelerators from hyperscalers like Google and Amazon, and increasing adoption of custom silicon in automotive and industrial sectors. North America and Asia Pacific lead the market, supported by government investments and major semiconductor foundries. Key players include Broadcom, Intel, Qualcomm, and TSMC, with innovations in full-custom ASICs and AI-specific chips driving the industry forward.
Broadcom (AVGO) is rated a strong buy with a price target of $583, implying a 53% upside. The company’s AI revenue is secured by multi-year contracts, with expected AI revenues exceeding $100 billion by fiscal year 2027 and strong order visibility th...
The Technology Select Sector SPDR Fund (XLK) charges a low expense ratio of 0.08%, but its real cost lies in its heavy concentration in just a few tech stocks like NVIDIA, Apple, and Microsoft, which together make up 40% of its assets. This concentra...
On June 23, 2026, the leveraged semiconductor ETF SOXL fell sharply by 23.06% in a single session, much more than its non-leveraged peers SOXX and SMH, which dropped around 7-8%. SOXL aims to deliver 3 times the daily performance of the semiconductor...
Vanguard's S&P 500 ETF (VOO) charges a very low fee of 0.03%, making it one of the cheapest index funds, but it is heavily weighted towards a few large tech companies, especially those in AI. This concentration means investors are exposed to risks fr...
Broadcom reported solid financial results for Q2 FY26, showing stable performance but falling short of investors' expectations for stronger revenue and earnings growth. The company has successfully diversified its business, reducing risks linked to C...
