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ASML's High NA EUV machines promise smaller, efficient chips for AI, hindered by costly innovation and TSMC's lead, with Intel as potential game-changer. Read more
Former Intel directors propose taking Intel private to unlock value and improve competitiveness, suggesting government and large firms invest heavily. Read more
Broadcom's stock is soaring, yet getting cheaper in terms of P/E ratio. Here’s how strong AI demand and new customers are driving this investment anomaly. Read more
OpenAI's collaboration with Broadcom marks a significant turn in AI chip production, favoring custom solutions over longstanding reliance on Nvidia. Read more
Explore how AI, geopolitical tensions, and supply chain relocations are reshaping global semiconductor supply chains amid the US-China rivalry. Read more
Broadcom and Canonical expand partnership, offering integrated VCF and Ubuntu solutions for efficient AI deployment, lower costs, and seamless container management. Read more
Broadcom unveils Jericho4, enhancing AI data center efficiency with cutting-edge networking and security features for faster data transfer across long distances. Read more
Meta partners with Broadcom and Quanta for new ASIC-powered AI servers, spearheading advancements in AI infrastructure technology. Read more
Explore Intel's strategic move to sell its network business. Discover potential buyers like Broadcom, Nokia, and Ericsson, and understand the deal's impact on telecom. Read more
Broadcom cancels planned microchip plant in Spain; here's why Europe's chip strategy might be crumbling. Read more
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