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Customer Commitments Are Shaping the Broadcom–Marvell Race for Custom AI Chips

Novel purchase‑linked contracts are changing how investors value suppliers in the shift from GPUs to workload‑specific ASICs.

IPG Photonics Posts Third Straight Quarter of Double‑Digit Growth

ASML Hikes 2026 Guidance Again After Q2 Beat and Plans Big 2027 Capacity Build

Apple Commits Over $30 Billion to Broadcom for U.S. Chip Production Through 2031

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Broadcom Secures Apple ASIC Deal Through 2031, Shares Rise

Onsemi to Buy Synaptics for $7 Billion in All‑Stock Deal

Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

Samsung Reportedly Plans 90 Trillion Won Share Buyback

Citi’s $710 Price Target Sends Applied Materials Stock Higher

ASML Shares Rally as Investors Connect Stock Move to SpaceX IPO Cash

Marvell Shares Slide After June 9 Pullback Despite Strong Quarter and $1 Billion Capacity Pledge

Synopsys Reports Strong Quarter as Ansys Integration Faces Proof‑Point Moment

Broadcom Beats Q2 but Guides Lower on AI Margins and Triggers Sharp Market Sell-Off

Marvell Repriced After Record Quarter and Bold XPU Forecast

Broadcom Stock Climbs to Record High on Analyst Upgrades and Anthropic Financing Role

Taiwan Raids 12 Sites and Seeks Detention of Three Over Forged Exports of Nvidia-Powered Servers

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Wells Fargo Lifts Broadcom Target to $545 on Stronger AI Outlook

ASML Lifts 2026 Sales Outlook as AI Chip Demand Accelerates