Broadcom holds its Q2 earnings call. According to Bloomberg, the company delivered a softer-than-expected outlook for AI chip revenue, suggesting that its expansion in the rapidly growing AI market may be progressing more slowly than anticipated. The company forecasts AI semiconductor revenue of US$...

As chipmakers increasingly seek to reduce reliance on NVIDIA GPUs, Broadcom has attracted growing attention and is now partnering with another AI chip player. According to Asia Business Daily, FuriosaAI and Broadcom plan to jointly develop a next-generation AI chip and build large-scale AI inference...

Ahead of its earnings call later today, TSMC is poised to capture incremental orders from the newly announced Meta Platforms–Broadcom AI chip alliance. According to Commercial Times, the partners are targeting the launch of a self-developed chip based on TSMC’s 2nm process as early as 1H27, pair...

Apple may be moving to bring AI server chip development further in house, as recent developments suggest. According to Wccftech, citing The Elec, sources say Samsung Electro-Mechanics has supplied semiconductor glass substrate samples to Apple. Following earlier sample shipments to custom AI chip de...

Please note that this article cites information from Reuters and The Motley Fool. While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation amid tight supply, it is far from alone in feeling the strain. According to Reuters, citing ...