Technology ❯ Semiconductors

AI Technology

Chip Manufacturing Nvidia Market Trends AI Semiconductors Data Centers AI Chips AI Hardware Export Regulations Chip Design Custom Chips

Broadcom Deepens AI Push With VMware VCF 9.1 and Google Cloud Partnership Extension

The software focus signals a bid to lock in hyperscaler demand for upcoming custom XPU rollouts.

Samsung Union Escalates Bonus Standoff as Company Floats Chip Division Spin-Off

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

Lam Research Beats Q3 and Raises Outlook as Analysts Lift Targets

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Broadcom Locks Long-Term AI Chip Deals With Google and Anthropic

Samsung Projects Record Q1 Profit on AI-Chip Demand

Marvell Rallies on Nvidia’s $2 Billion Partnership and Strong AI Outlook

Aehr Test Systems Secures Initial Silicon Photonics Order From Global Networking Customer

Musk Pitches Terafab, a Texas AI Chip Megafab, as Analysts Warn on Costs

Samsung Commits 110 Trillion Won for 2026 to Speed Its Push in AI Chips

Broadcom Draws Fresh Price-Target Hikes as AI Networking Chips Enter Production

U.S. Drafts 'Gatekeeper' AI‑Chip Export Plan Tying Mega Orders to U.S. Investment

Carillon Mid Cap Growth Fund Q4 Letter Details Style Split and 2026 Positioning

Broadcom Faces March 4 Earnings Test on AI Momentum and VMware Questions

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

Soros Fund Shifts Into AI Chips, Trims Software in Q4 Filing

Broadcom’s AI Accelerator Surge Spurs Fresh Buying as Q1 Sales Set to Double

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Broadcom Settles Fidelity Software Dispute as Analysts Boost AI Outlook