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Broadcom shares plunged 12% after software sales missed targets and leadership signaled no increase to AI chip forecasts, heightening concerns about the sustainability of current semiconductor growth.

Marvell Technology stock surged 30% after Nvidia's CEO pointed to the chipmaker as a potential trillion-dollar player, fueling debate over the next phase of the AI infrastructure boom.

Chinese AI firms are shifting to open-source models and domestic hardware to bypass US-led chip export bans, prompting questions about the long-term viability of their scaling strategies.

Nvidia is reportedly moving past its Blackwell silicon, with internal development underway for next-generation N2X and N3X chips designed to scale AI capabilities.

ASML has overtaken all other European firms in market value as AI-driven demand for its lithography equipment peaks, though analysts warn that export controls and sector volatility remain risks.

Broadcom’s recent $280 billion market surge faces a critical test this week as investors look to upcoming earnings for signs that AI demand justifies the rapid valuation spike.