Broadcom shares jumped 10.3% Monday, continuing a massive 60% year-to-date rally. The surge comes as investors recognize Broadcom’s critical role in manufacturing Google’s custom AI chips, positioning it as a key beneficiary of the AI boom.
Nvidia is advertising partnerships with Chinese companies partly owned by the Chinese Communist Party, including ZTE which has been banned from US markets over national security concerns. The chipmaker lists 129 Chinese partners across three tiers, with ZTE in the elite category representing the “de
China’s autonomous driving market is surging with over 60% of new vehicles featuring ADAS systems. Horizon Robotics emerges as the domestic champion with its Journey 6 chip hitting 560 TOPS performance. The company is positioning to reduce China’s reliance on American technology.
NVIDIA’s Q3 earnings show the AI boom is far from over, with $57 billion in revenue and record Blackwell GPU demand. The company projects $65 billion for Q4 and remains confident about hitting its $500 billion target by end of 2026.
Researchers at imec have fabricated gallium nitride power devices that withstand over 650 volts on 300mm QST substrates. This breakthrough solves critical wafer warpage issues that have plagued larger GaN production. The technology targets AI data centers, industrial systems, and automotive applicat
AMD has officially outlined its CPU roadmap through 2027, confirming Zen 6 for next year and Zen 7 with heavy AI integration. The company’s Financial Analyst Day was heavily skewed toward AI, leaving gaming GPU details almost nonexistent. While CPU enthusiasts get clear timelines, RDNA 4 successors
AMD CEO Lisa Su defended massive AI infrastructure spending by tech giants, calling it “the right gamble” during a CNBC interview. She argued companies can already see returns on investment as AI reaches an inflection point.
Samsung is reportedly sticking with its regional chip strategy for the Galaxy S26 series. The standard and Plus models will get different processors depending on your market, while the Ultra goes Snapdragon-only worldwide.
AMD just laid out an incredibly ambitious growth roadmap, predicting its data center chip business will reach $100 billion in annual revenue. The company sees the total market hitting $1 trillion by 2030, with AI driving most of that expansion.
AI chip startup Tsavorite has secured over $100 million in pre-orders for its Omni Processing Unit. The company claims its unified architecture delivers breakthrough performance for AI inference, training, and reinforcement learning.
