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Broadcom CEO Hock Tan reaffirmed that the company's AI semiconductor revenue for fiscal 2027 could exceed $100 billion, driven by a 143% year-over-year surge in Q2 AI chip sales to $10.8 billion. The growth is largely supported by six core custom-chip customers, including Google, Meta, Anthropic, an

Broadcom CEO Hock Tan reaffirmed the company's forecast that AI semiconductor revenue in fiscal 2027 will exceed $100 billion, driven by a 143% year-over-year surge to $10.8 billion in Q2 2026. This growth is concentrated among six core custom-chip customers, including Google, Meta, Anthropic, and O

Qualcomm has successfully raised its fair value assessment through its bright AI prospects, according to Morningstar. The rating agency recognizes Qualcomm's strong market leadership and continuous innovation in AI chip technology as key drivers of value enhancement. As artificial intelligence rapid