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NEWS TAGGED BROADCOM
Saturday 14 June 2025
Broadcom's AI chip sales hit 52%, with SoftBank and OpenAI on deck

Broadcom is emerging as a key supplier in the artificial intelligence (AI) supply chain, with revenue from AI-related chips now comprising...

Sunday 8 June 2025
Cloud ASIC market gains momentum as AI demand soars
The cloud application-specific integrated circuit (ASIC) market continues to gather steam as both the US and Taiwanese semiconductor players ramp up investments and innovation to...
Friday 6 June 2025
Broadcom reports strong earnings growth on robust AI-driven demand and VMWare boost
Broadcom reported a 20.2% year-over-year revenue jump to a record US$15 billion in the second quarter of fiscal 2025, driven by surging demand for AI chips and strong contributions...
Friday 6 June 2025
Broadcom sees sustained AI momentum, eyes continued growth through fiscal 2026
Broadcom delivered a strong second-quarter performance for fiscal 2025, with AI-driven growth continuing to dominate the company's outlook. In the earnings call, President and CEO...
Tuesday 20 May 2025
Broadcom unveils third-gen CPO technology to power AI's next leap

Semiconductor giant Broadcom has introduced the third generation of its co-packaged optics (CPO) technology, significantly advancing...

Tuesday 20 May 2025
Nvidia courts ASIC allies with NVLink Fusion, so why is Broadcom still saying no?
At this year's COMPUTEX keynote, Nvidia CEO Jensen Huang unveiled NVLink Fusion, a new initiative to open the company's proprietary NVLink interconnect to third-party ASICs and CPUs...
Wednesday 14 May 2025
FIT bolsters Broadcom's co-packaged optics initiatives
Foxconn Interconnect Technology has reaffirmed its commitment to supporting Broadcom's co-packaged optics (CPO) initiatives, a transformative technology aimed at reducing signal loss...
Friday 21 March 2025
Nvidia CEO dismisses ASIC threat as "noncompetitive" — but AI inference competition is heating up
At a GTC media roundtable, when pressed on whether application-specific integrated circuits (ASICs) threaten Nvidia's AI dominance, CEO Jensen Huang didn't mince words.
Thursday 20 March 2025
Nvidia's SiPh leap sets pace, signals industry shift
Nvidia's preparedness to use silicon photonics (SiPh) technology signifies its swift integration into the cloud AI sector in a short period. Partners, including Broadcom, Marvell,...
Wednesday 19 March 2025
MediaTek deepens ties with Google, takes fight to Broadcom
MediaTek is reportedly poised to replace Broadcom as Google's primary partner for developing its next-generation Tensor Processing Unit (TPU). While MediaTek has not commented on...
Thursday 13 March 2025
Analysis: Intel's new CEO should merge Intel Foundry with GF to challenge TSMC's reign
Intel may follow AMD's Lisa Su by spinning off its foundry business to GlobalFoundries, creating a US-based chipmaking powerhouse, says a former TSMC executive.
Wednesday 12 March 2025
TSMC reportedly proposes joint venture for Intel's foundry division
TSMC has reportedly proposed a joint venture to operate Intel's foundry division, engaging companies like Nvidia, AMD, Broadcom, and Qualcomm. The plan suggests that TSMC would not...
Friday 7 March 2025
Broadcom's bullish AI forecast drives robust growth as hyperscale demand surges
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, soared in late trading after an upbeat forecast reassured investors that spending on artificial intelligence...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Monday 24 February 2025
Apple reportedly developing C2 modem chip
Apple's recently launched iPhone 16e features its first self-developed C1 modem chip, marking a crucial milestone in its efforts to reduce dependence on Qualcomm. The initiative aims...