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Semiconductors

Nvidia AMD Chip Manufacturing Market Competition Advanced Micro Devices Super Micro Computer Manufacturing AI Accelerators Broadcom High Bandwidth Memory Graphics Processing Units Market Value Nvidia, AMD, and Broadcom Nvidia Corp Acquisitions OpenAI Memory Chips Chip Exports Biotechnology Nvidia Corp. Partnerships Arm ASML Smartphones Chips Application-Specific Integrated Circuits Taiwan Semiconductor Manufacturing Company AI Chips Chip Procurement Market Impact Chip Venture Market Trends Export Restrictions Marvell Technology Internet of Things AI Revenue Aehr Test Systems, Inc. Super Micro Computing Lithography Custom Chips Installation Micron Technology International Trade TSMC

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

A $73 billion AI backlog with steep Q2 guidance signals durable demand.

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Intel in Advanced Talks to Buy SambaNova for About $1.6 Billion

TSMC Posts Strong Q3 as $165 Billion U.S. Expansion Advances

Nebius Taps Microsoft and Meta Megadeals to Expand Beyond Hyperscalers

DoorDash Signs Multi-Year Deal to Use Serve Robotics’ Sidewalk Bots for Deliveries

Nvidia–UAE AI Chip Deal Stalled as U.S. Ties Export Approval to Investments and China Risks

Alibaba Secures China Unicom for AI Chips as SMIC Trials Homegrown Lithography

Broadcom’s $10 Billion AI Order Recasts Chip Race as Analysts Trim Nvidia Outlook

Marvell Slumps After Data-Center Miss and Softer Guidance

Aehr Test Systems Secures Six More Sonoma Orders From Hyperscaler as Stock Soars

Nvidia Targets July Debut for China-Tailored B30 AI Chip