AI Chips
-
techBroadcom Q2 Revenue Misses as Competition Heats Up in Custom Chips
Broadcom's Q2 revenue of $22.19B missed estimates, sending shares down 11%. AI chip competition from Nvidia and Marvell intensifies.
-
techBroadcom Revenue Miss Sinks Stock; AI Guidance Disappoints
Broadcom revenue narrowly misses estimates, triggering a 12% after-hours stock drop despite AI sales doubling.
-
techBroadcom Revenue Misses Estimates as AI Chip Competition Intensifies
Shares tumble over 13% as Broadcom reports revenue miss amid fierce competition from Nvidia and Marvell in the custom AI chip market.
-
techUS Commerce Dept Closes Loophole on Nvidia AI Chip Exports to Chinese Subsidiaries
The US moves to block advanced Nvidia chips from reaching Chinese firms' overseas subsidiaries, closing a potential security gap.
-
techUS Tightens Grip on Advanced AI Chip Sales to Chinese Firms
New US rules aim to block NVIDIA and AMD from selling advanced AI chips to Chinese entities, impacting global tech supply chains and decentralized computing.
-
techSamsung Ships First HBM4E Samples to AI Giants
Samsung Electronics ships 12-layer HBM4E chip samples to AMD, Nvidia, and Google, marking a milestone in high-bandwidth memory.
-
techTSMC: AI Energy Crunch Redefines Chip Design Priorities
TSMC executive says AI's surging power demand makes energy efficiency the new main constraint in chip development, overtaking pure computing power.
-
techMusk Warns US Must Boost Chip Manufacturing for AI Security
Elon Musk warns the US must scale domestic chip fabrication to protect AI leadership, citing risks of Taiwan dependence and future power shortages.