TrendingBroadcom 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.#Business#Broadcom#AIChipsJun 24, 20261m readAIUS Top News and Analysis
TrendingMarvell 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.#TechBusiness#Semiconductors#AIStocksJun 19, 20261m readAIUS Top News and Analysis
TrendingChinese 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.#StartupsEntrepreneurship#China#ArtificialIntelligence2d ago1m readAIHacker News: Newest
TrendingNvidia is reportedly moving past its Blackwell silicon, with internal development underway for next-generation N2X and N3X chips designed to scale AI capabilities.#Nvidia#Semiconductors#AIJun 24, 20261m readAIThe Verge
TrendingASML 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.#Business#ASML#SemiconductorsJun 23, 20261m readAIBloomberg Markets
TrendingBroadcom’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.#Business#Broadcom#SemiconductorsJun 20, 20261m readAIBloomberg Markets