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Broadcom’s AI Chip Sales Soar as Q4 Guidance Falls Short and Stock Wobbles

Multi‑gigawatt customer deals point to large long‑term AI revenue gains with near‑term execution, financing and EU regulatory risk.

Samsung Prepares to Produce Tesla’s AI5 on 2nm at Taylor, Texas Fab

TSMC Reportedly Plans 5–10% Price Hikes on Advanced Nodes

Oxmiq Raises $35M to License a CUDA‑Compatible GPU Architecture

Samsung Restarts 1.4nm Commercialization, Targets 2029 Mass Production

Applied Materials Unveils Two 3D Chip Tools as Stock Holds Multi‑Month Highs

Google Reportedly Splits Next‑Gen TPU Manufacturing Between TSMC and Samsung

ASML Near Record Valuations After Musk Is Confirmed to Speak at Company Conference

Samsung’s Lee Visits Taiwan to Court MediaTek as a Foundry Client

Broadcom Shares Fall After Trump‑Xi Talks Leave China Chip Shipments Unclear

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Tesla Tapes Out AI5 as Terafab Effort Accelerates

Meta and Broadcom Extend AI Chip Pact Through 2029 With 1GW Launch

TSMC Faces AI-Fueled Capacity Strain as Wall Street Lifts Targets Ahead of April 16 Earnings

Rebellions Raises $400 Million in Pre-IPO Round Led by Mirae Asset and Korea Growth Fund

Elliott Takes Multibillion-Dollar Stake in Synopsys, Pushing for Stronger Software and Services Monetization

Tesla Sets March 21 Launch for Austin Terafab Chip Project

Broadcom’s Custom AI Chip Boom Draws Big Bets and Caution Ahead of March 4 Earnings

Alibaba Explores IPO for T-Head Chip Unit After Employee-Ownership Restructuring Plan