Ategrity Specialty Insurance Company Holdings
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Ategrity Specialty Insurance Company Holdings (ASIC) Stock News
The latest ASIC headlines and market coverage — 4 recent stories, updated throughout the day.
- The Motley Fool·
Better Custom ASIC Stock: Marvell vs. Broadcom
Broadcom and Marvell Technology are positioned to benefit from surging demand for custom AI processors (ASICs), with shipments expected to triple by 2027. Broadcom dominates with 70% market share and stronger growth metrics, while Marvell is smaller but accelerating. Despite Marvell's 209% stock gain this year versus Broadcom's 7%, analysts favor Broadcom due to its superior market position, faster earnings growth projections, and cheaper valuation with 41% upside potential.
- GlobeNewswire Inc.·
BGIN BLOCKCHAIN LIMITED Launches ASIC Chip Customization Solutions Business and Completes Inaugural Customer Delivery
BGIN Blockchain Limited announced the launch of its ASIC Chip Customization Solutions Business and completed its first customer hardware delivery. The new business extends the company's internal ASIC chip design and hardware engineering capabilities to external third-party customers. BGIN delivered 3,000 customized PoW mining machines to a protocol project customer, with 2,400 units delivered directly and 600 units available through the ICERIVER sales channel.
- The Motley Fool·
Goldman Sachs Says ASICs Will Match GPU Demand by 2027. 2 AI Chip Stocks to Load Up on Right Now.
Goldman Sachs predicts that custom-built AI chips (ASICs) will match GPU demand by 2027, with Bloomberg Intelligence forecasting 27% annual growth through 2033. Broadcom and Marvell Technology are positioned as the dominant players in this emerging market, with Broadcom expected to maintain 60% market share. Both companies are designing custom chips for major hyperscalers including Google, Amazon, Microsoft, and Apple.
- Benzinga·
SEMIFIVE Reports 137% YoY Revenue Growth in Q1 2026, Accelerating Its Rise as a Key Global Player in AI ASIC
Revenue reached KRW 47.9 billion and new orders totaled KRW 55.4 billion, marking a record-breaking performance and signaling the beginning of full-scale growth. Overseas ASIC development revenue, including North America and Japan, exceeded 60% of total ASIC development revenue, strengthening the global customer base. Q1 mass production orders alone reached nearly 74% of last year's total annual volume, demonstrating strong momentum in mass production. SEOUL, South Korea , May 17, 2026 /PRNewswire/ -- SEMIFIVE, a leading global provider of custom AI semiconductor ( ASIC ) solutions, today announced record-breaking revenue and new orders for the first quarter of this year, marking the beginning of an accelerated growth phase. According to the regulatory filing released on May 15, SEMIFIVE recorded consolidated revenue of KRW 47.9 billion and new orders of KRW 55.4 billion for Q1 2026. ... Full story available on Benzinga.com