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NEWS TAGGED BROADCOM
Wednesday 12 March 2025
TSMC reportedly proposes joint venture for Intel's foundry division
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Monday 24 February 2025
Apple reportedly developing C2 modem chip
Apple's recently launched iPhone 16e features its first self-developed C1 modem chip, marking a crucial milestone in its efforts to reduce dependence on Qualcomm. The initiative aims...
Wednesday 19 February 2025
Apple's self-made wireless chips push suppliers to adapt
Apple is ramping up efforts to develop its own wireless connectivity chips, signaling a shift away from suppliers. The company is advancing in modem, Wi-Fi, and RF chip development,...
Wednesday 19 February 2025
ASE and PTI step up FOPLP investments to tap AI boom
ASE Technology Holdings (ASE) and Powertech Technology (PTI) are ramping up investments in fan-out panel-level packaging (FOPLP) to capitalize on surging artificial intelligence (AI)...
Tuesday 18 February 2025
Commentary: Intel's 18A advantage undermines the case for a TSMC takeover
Pat Gelsinger's exit as Intel's chief executive has laid bare a fundamental clash between his vision and that of the board. Gelsinger pushed to ramp up capital spending, expand advanced...
Monday 17 February 2025
TSMC reportedly in talks with Intel board over potential foundry stake
Intel Corporation, the semiconductor giant founded in 1968, faces its most significant transformation in nearly six decades, potentially involving the transfer of its foundry operations...
Tuesday 11 February 2025
iPhone slump reverberates through Taiwan's chip supply chain
Apple's iPhone revenue has fallen short of market expectations, slipping slightly year-over-year. The downturn is sending shockwaves through the mobile power amplifier (PA) sector,...
Tuesday 11 February 2025
Minds that shaped chip guru Jim Keller: Beyond Steve Jobs
Jim Keller's career has been shaped by interactions with some of the most influential figures in the semiconductor industry. As Jim Keller entered his forties, he met a figure at...
Wednesday 5 February 2025
AMD caught between Broadcom and Nvidia as custom chip trend gains momentum
Advanced Micro Devices (AMD) will release its fourth-quarter 2024 financial results on February 4. As leading tech firms ramp up investments in custom chip development, industry analysts...
Tuesday 21 January 2025
AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry
The explosive growth of ChatGPT has triggered unprecedented demand for artificial intelligence (AI) computing power, leading to industry-wide supply constraints. While Nvidia maintains...
Monday 20 January 2025
Is Broadcom Samsung's beacon of hope amid Nvidia's challenges?
At CES 2025, Nvidia CEO Jensen Huang stated that Samsung Electronics (Samsung) must develop a "new design" to pass Nvidia's qualification, sparking discussions about whether Samsung...
Thursday 16 January 2025
Marvell's 8-year turnaround: How CEO Matt Murphy positioned the company for AI success
Broadcom and Marvell have recently emerged as key players in the era of Generative AI, alongside Nvidia. While Broadcom CEO Hock Tan is well-known in the semiconductor industry, Marvell...
Tuesday 14 January 2025
Rapidus tackles three major challenges; initial production yield target set at 50%
Prior reports indicated that Rapidus is on track to secure orders from Broadcom, with plans to deliver 2nm chip prototypes by June 2025.This positions Rapidus to successfully mass-produce...