News tagged Broadcom at DIGITIMES

NEWS TAGGED BROADCOM

Friday 10 July 2026

Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing...

Thursday 9 July 2026

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift...

Thursday 9 July 2026

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially...

Tuesday 7 July 2026

Broadcom and Apple extend custom chip deal through 2031

Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...

Monday 29 June 2026

Qualcomm stirs AI data center competition with CPUs, ASICs, and accelerators

Qualcomm officially unveiled its Dragonfly data center platform at this week's annual investor day, laying out a four-pronged push into cloud AI that spans SerDes, PAM4 DSP, and other...

Thursday 25 June 2026

OpenAI debuts Broadcom-designed, TSMC-built inference chip as model makers diversify silicon

OpenAI on June 24 unveiled "Jalapeño," its first in-house AI accelerator, co-developed with Broadcom and manufactured by TSMC — the clearest sign yet that leading model...

Tuesday 16 June 2026

Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Friday 12 June 2026

Google TPU orders shift as MediaTek, Marvell, and Broadcom split market

Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...

Thursday 11 June 2026

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Wednesday 10 June 2026

Broadcom, Apollo, Blackstone launch US$35B AI infrastructure platform to power next wave of AI growth

Broadcom has partnered with Apollo Global Management and Blackstone's Credit & Insurance business to launch the AI XPV Platform, a new financing vehicle backed by an initial US$35...

Tuesday 9 June 2026

Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity

Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...

Tuesday 9 June 2026

Analysis: ASICs are coming for Nvidia's GPU dominance — and it could happen next year, says DIGITIMES analyst

Jensen Huang spent nearly two weeks in Taiwan for GTC Taipei and Computex 2026 before flying to Seoul on June 5 — and even on the streets of South Korea, he returned to the same...

Thursday 4 June 2026

Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business

At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...

Thursday 4 June 2026

Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative

Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...

Thursday 4 June 2026

Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations

Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...

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