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AI chips
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Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 billion by fiscal year 2028. Its stock price fluctuated after hours, initially falling before rising.
Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 b
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Samsung and LG Electronics are expanding their data center cooling businesses to address the heat dissipation bottleneck caused by AI chips like NVIDIA B200, which consume over 1000 watts of power.
Samsung and LG Electronics are expanding their data center cooling businesses to address the heat dissipation bottleneck caused by AI chips like NVIDIA B200, which consume over 1000 watts of power.
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Tencent-backed Chinese chipmaker Enflame Tech seeks IPO, targets $911M in funding
Tencent-backed Chinese chipmaker Enflame Technology Co. is seeking to raise about 6.12 billion yuan ($911 million) through an initial public offering (IPO). The company is the last of China's "four li
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Motley Fool analysis suggests Broadcom's stock price could surge after its Q3 FY2026 earnings report on September 2.
Analysts project Broadcom's third-quarter revenue to reach $29.4 billion, an 84% year-over-year increase. Analysts anticipate its earnings per share to grow by 92% to $3.24. The article suggests that
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Following Samsung, TSMC is expected to fully raise its foundry prices for all processes by 10% to 15% in response to strong demand for AI chips.
Market expectations suggest that TSMC will fully follow Samsung Electronics' lead, planning to implement a 10% to 15% price hike across all its process nodes. Previously, TSMC had already raised price
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Samsung Electronics and SK Hynix's combined corporate tax payments for the first half of the year totaled 11.21 trillion Korean won (approximately $7.99 billion), a 167% increase year-over-year, driven by strong demand for AI chips.
Samsung Electronics and SK Hynix's combined corporate tax payments for the first half of the year totaled 11.21 trillion Korean won (approximately $7.99 billion), a 167% increase year-over-year, drive
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Anthropic was in talks to acquire AI chip startup MatX for $7 billion but has abandoned the acquisition and is now exploring partnerships, while also engaging with multiple startups to accelerate its chip self-sufficiency.
According to the latest Reuters report, Anthropic was in advanced talks with AI chip startup MatX for an acquisition price of approximately $7 billion, but the acquisition plan was ultimately abandone
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AI chip company Netlist's stock price has quintupled this year, with Q2 revenue up 163% YoY to $109.8 million, and a patent licensing agreement reached with Samsung.
Netlist's stock price has surged over fivefold year-to-date, with Q2 revenue reaching $109.8 million, a 163% increase year-over-year. The company turned a profit of $1.4 million, compared to a $6.1 mi
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Taiwan's Powertech Technology plans to invest US$2.2 billion to build the world's first AI chip panel-level packaging factory, with production expected to begin as early as early 2027, potentially putting it ahead of TSMC.
Taiwan's Powertech Technology (PTI) announced plans to invest US$2.2 billion to establish the world's first AI chip panel-level packaging factory in Hsinchu, Taiwan, with production slated to begin as
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Analysis Predicts TSMC (TSM) Shares Could Reach $650 by 2027, Citing Valuation Gap with AI Chip Customers
The analysis suggests that Taiwan Semiconductor Manufacturing (TSM), currently trading around $410, is undervalued compared to its AI chip customers like Nvidia and AMD. Achieving the $650 target by 2
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OpenAI's Jalapeño AI Chip Beats Nvidia Blackwell in Inference Efficiency, Threatening Nvidia's Margins
OpenAI announced that its custom-built Jalapeño AI chip demonstrated industry-leading speed and efficiency, outperforming Nvidia's Blackwell systems in key inference-efficiency tests. Analysts view th
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OpenAI announced that its self-developed AI chip, Jalapeño, can achieve inference performance up to 1.9 times that of NVIDIA Blackwell. NVIDIA will release its earnings report after hours.
OpenAI stated that its Jalapeño chip, developed in collaboration with Broadcom, can achieve up to 1.9 times the AI inference throughput of NVIDIA Blackwell architecture systems, reduce end-to-end late
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OpenAI claims its new chips can outperform NVIDIA processors in tests
OpenAI claims its new chips can outperform NVIDIA processors in tests
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Cerebras Systems' stock plummets after Q2 revenue misses expectations, but analysts still predict a 57% upside
AI chip company Cerebras Systems (NASDAQ:CBRS) saw its stock price fall by 26.41% over the past week after announcing its Q2 2026 earnings, accumulating a 40.39% decline from its May high. The company
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Qualcomm CEO expects non-handset revenue growth to exceed 60% in fiscal year 2027, and reaches a long-term data center CPU agreement with Meta.
Qualcomm CEO Cristiano Amon told investors that the company expects non-handset revenue growth to accelerate from 24% in fiscal year 2026 to over 60% in fiscal year 2027, primarily driven by AI chips.
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Marvell Technology Stock Poised for Surge Amid Strong Custom Chip Growth and Rumored Google Partnership Talks, Analysis Suggests
The Motley Fool analysis indicates that Marvell Technology (MRVL) is becoming a custom chip partner for major cloud service providers. Its custom chip business is projected to contribute approximately
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Broadcom (Broadcom) raised over $60 billion in debt through a special purpose vehicle (SPV) for AI chip deployment, but its guarantee risk could reach $370 billion in 2029
According to CNBC reporter Kristina Partsinevelos, Broadcom is raising this debt by setting up a special purpose vehicle (SPV) that will purchase AI chips and lease them to clients like Anthropic, the
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Analysts note Broadcom outperforms Marvell Technology in custom AI chips, projecting 64% revenue growth in fiscal year 2027
Analysis indicates that Broadcom outperforms Marvell Technology in the custom AI chip sector, with projected revenue growth of 64% in fiscal year 2027, compared to Marvell Technology's estimated 45%.
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Nvidia reportedly warned customers of over 15% price hikes for AI chip servers
The chipmaker informed some of its largest customers that the prices of servers containing its AI chips, including Vera Rubin and Grace Blackwell, could increase by more than 15%. The exact rise will
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Marvell shares surged 10% intraday after striking an AI chip supply deal with Google; Google needs to purchase $120 billion in chips to fully exercise its $12.2 billion equity warrants.
Marvell Technology disclosed on August 19 that it has expanded its custom chip agreement with Google to develop a series of custom semiconductors for Google's AI systems. As part of the agreement, Mar
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Amazon's Custom Chip Business Annualized Run Rate Exceeds $25 Billion
Amazon's custom chip business has surpassed an annualized run rate of $25 billion. The company stated that this business is growing at a three-digit rate, and its Trainium2 AI chip offers approximatel
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Broadcom is in talks with lenders, seeking over $60 billion in debt financing for an AI chip deal that would benefit companies like Anthropic.
Broadcom is in talks with a group of lenders to raise over $60 billion in debt for an AI chip financing deal that would benefit AI company Anthropic PBC and others.
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KKR Data Center Head in Focus for NVIDIA AI Chip Financing Deal
Some prominent Wall Street CEOs recently appeared alongside NVIDIA CEO Jensen Huang to promote a deal aimed at funding AI chips, with KKR's head of data centers drawing particular attention for his in
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Eagle Capital Management: NVIDIA's AI Dominance May Face Challenges, Customer Self-Developed Chips to Squeeze Its Market Share and Profit Margins
Investment management firm Eagle Capital Management noted in its Q2 2026 investor letter that despite NVIDIA's dominance in the AI accelerator chip market, its largest customers (including Google, Ama
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Motley Fool Analysis: Three Key Metrics Show NVIDIA Remains the More Attractive AI Chip Stock After NVIDIA and Broadcom Release Latest Earnings Reports
NVIDIA's latest quarterly adjusted revenue increased by 106% year-over-year, with diluted EPS up 120%. The company projects revenue of $108 billion for the current quarter, exceeding analysts' expecta
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NVIDIA's customer concentration reportedly continues to rise, with three clients contributing 44% of revenue in the first half of the year, and accounts receivable surging 64% to $63 billion.
According to The Information on September 13, three NVIDIA customers each contributed over 10% of total revenue in the first half of the current fiscal year, which ended in July, with their combined s
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Fujitsu will begin exporting AI chips based on its "Fugaku" supercomputer technology to the US and Asia as early as next year.
Fujitsu will begin exporting AI chips developed using technology from its "Fugaku" supercomputer to meet the growing demand for CPUs for inference and expand its share in the global semiconductor mark
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24/7 Wall St. analysis sets TSMC (TSM) target price at $492, implying 15% upside.
Analysts at 24/7 Wall St. have set a price target of $492 for TSMC (TSM), representing an upside of approximately 15% from its current share price of $428, and issued a "Buy" rating. The firm noted th
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Analysis suggests Broadcom is NVIDIA's biggest competitor, with its AI semiconductor revenue projected to reach $230 billion by 2028.
Yahoo Finance published an article stating that NVIDIA's true competitor is not AMD, but Broadcom, due to its rapid growth in custom AI chips. The article notes that while NVIDIA's data center divisio
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OpenAI has chosen Broadcom as its partner for its first custom AI chip. Broadcom anticipates its AI revenue will reach $230 billion in fiscal year 2028.
OpenAI has selected Broadcom (NASDAQ:AVGO) as its partner for its first custom AI inference chip, Jalapeno. Broadcom is currently designing OpenAI's third-generation XPU. Broadcom CEO Hock Tan anticip
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Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
Huawei Reportedly Hikes Price of Ascend 950DT AI Chip by 60% to $37,300 Amid Surging Demand and HBM Shortages
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TSMC, the world's largest contract chipmaker, saw its August revenue surge by 53.3% to a record NT$514.8 billion, driven by strong demand for AI chips.
TSMC, the world's largest contract chipmaker, saw its August revenue surge by 53.3% to a record NT$514.8 billion, driven by strong demand for AI chips.
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Analysts Debate AI Chip Cycle: Ben Bajarin Sees Tight Supply Until 2028, Jay Goldberg Warns of Potential Price Collapse Due to Oversupply
On September 9, tech analysts Ben Bajarin and Jay Goldberg debated the AI chip cycle on an industry podcast. Ben Bajarin believes that 2027 will be the most extreme "bottleneck" for industry-wide supp
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AMD CFO raises AI chip market forecast to $3 trillion, AMD stock rises 3%; Intel sees slight gain
AMD CFO Jean Hu stated that the potential market size for AI chips could reach $2 trillion to $3 trillion by 2030, an increase from the previous estimate of $2 trillion. Boosted by this news, AMD's st
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OpenAI executives state "most significant progress" has been made with Samsung in joint production and research for next-generation AI chips. Analysts believe this collaboration could extend from HBM to foundry services.
Harrison Kim, General Manager of OpenAI Korea, stated at a press conference in Seoul on September 9th that this is OpenAI's clearest public statement to date regarding their chip collaboration. Analys
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OpenAI CBO: Internal Model Solves Navier-Stokes Problem, In-house Chip Jalapeño to Enter Production This Year
OpenAI Chief Business Officer Sarah Friar stated in her latest article that GPT-6 Astra is the most intelligent and aligned model to date, and the company currently has over 1 billion weekly active us
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Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue up to 25 million shares of stock warrants to Amazon, targeting next-generation AI data centers.
Qualcomm and Amazon have established a multi-generational custom AI chip collaboration, jointly developing optical interconnect solutions with speeds of 1.6T and higher. Qualcomm also plans to issue u
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Samsung Electronics and ASML Deepen Collaboration to Advance High-NA EUV Technology for Advanced AI Chip Production
South Korean chip giant Samsung Electronics and Dutch chip equipment manufacturer ASML announced on Tuesday that they will expand their long-term collaboration on next-generation lithography technolog
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Broadcom's AI chip business sees strong growth, with Q3 AI revenue reaching $16.7 billion, a 221% year-over-year increase; Marvell Technology secures Google warrants, deepening custom chip collaboration.
Broadcom (NASDAQ: AVGO) reported fiscal third-quarter revenue of $29.59 billion, with AI chip revenue soaring 221% to $16.7 billion. The company projects fourth-quarter AI revenue to reach $21.7 billi
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Yahoo Finance Analysis: Broadcom's Custom Chip Business Poses a Structural Threat to AMD's General-Purpose GPU Strategy
AMD (Nasdaq: AMD) and Broadcom (Nasdaq: AVGO) are locked in fierce competition in the AI semiconductor sector. Yahoo Finance analysis indicates that Broadcom's custom chip business model poses a struc
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Yahoo Finance Analysis: NVIDIA's Market Cap Reaches $5.5 Trillion, $10,000 Investment Unlikely to Create Millionaires Anymore, But Still an Ideal Growth Stock for Diversified Portfolios
The article points out that a $10,000 investment in NVIDIA ten years ago would now be worth nearly $1.5 million. However, NVIDIA's current market capitalization has reached $5.5 trillion. To replicate
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TSMC is considered a safer semiconductor investment than ASML due to its more reasonable valuation and ongoing diversification of geopolitical risks, according to analysis.
Yahoo Finance analysis indicates that despite ASML's monopoly in extreme ultraviolet (EUV) lithography machines, TSMC (TSM) holds a "quasi-monopoly" advantage in wafer foundry capabilities, particular
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Analysts: NVIDIA's Valuation Cheaper Than Broadcom After Earnings, Making It a Better AI Chip Buy
Keithen Drury, an analyst at The Motley Fool, points out that despite the excellent recent earnings reports from both Broadcom and NVIDIA, NVIDIA's valuation is lower when looking at the earnings mult
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Marvell Technology (MRVL) shares rose 6%, while Qualcomm (QCOM) shares were little changed.
Marvell Technology shares rose 6% to $220.54 on Friday, rebounding from a 4% decline over the past month, a move seen as the unwinding of defensive positions in the AI chip sector. During the same per
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Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
Samsung Electronics and Arm have officially launched a custom chip project for on-device AI, planning mass production using a 2-nanometer process, with OpenAI potentially becoming a key client.
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Kraken Futures Launches AI Chip Supercycle Challenge with $20,000 USDG Prize Pool
Kraken Futures has launched the AI Chip Supercycle Challenge, a one-month trading competition running from September 4 to October 4, 2026. The competition features six new equity perpetual contracts c
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Broadcom CEO Hock Tan: Expects AI revenue to double consecutively over the next two years, reaching $230 billion in fiscal year 2028; custom chips to match GPU performance at half the cost.
After market close on Wednesday ET, Broadcom announced its net revenue for the third fiscal quarter of 2026 surged 86% year-over-year to $29.591 billion, with AI semiconductor revenue soaring 221% yea
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Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 billion by fiscal year 2028. Its stock price fluctuated after hours, initially falling before rising.
Broadcom's Q3 revenue surged 86% year-over-year to $29.591 billion, exceeding expectations, with AI chip revenue up 221% to $16.7 billion. The company projects AI semiconductor revenue to reach $230 b
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The Truth Behind TSMC's $35.9 Billion Revenue: AI Hashrate. Is a 30x P/E Ratio the Starting Point or the End?
TSMC reported a record-high revenue of $35.9 billion in the first quarter of 2026, primarily driven by strong demand for artificial intelligence (AI) chips, particularly the surging demand for advanced processes such as 3-nanometer and 5-nanometer. Currently, TSMC's price-to-earnings (P/E) ratio remains around 30x. The market is closely watching whether this valuation level marks the beginning of growth in the AI era or the potential end of overheating. Analysts generally have a positive outlook on its long-term prospects, but some voices also warn about the sustainability risks of capital expenditures by hyperscale cloud service providers.
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