Semiconductor News & Analysis Feed

At VMware Explore 2026, VMware unveiled a new 'AI Factory' product that closely mirrors NVIDIA's earlier 'AI Factory' concept, but notably uses AMD hardware and software, including AMD Instinct GPUs and the ROCm ecosystem. This move signals a shift in VMware's relationship with NVIDIA, despite their

Tesco, the UK supermarket chain, has announced a large-scale migration of its 40,000 servers away from VMware, reflecting growing corporate resistance to Broadcom's aggressive subscription model following its 2023 acquisition of VMware. Since the acquisition, Broadcom has significantly increased lic

Broadcom's Q2 FY2026 results highlight a strong acceleration in AI-driven semiconductor growth, with both revenue and profitability showing significant increases. Semiconductor solutions revenue reached $15.01 billion, up 79% YoY, while AI-related semiconductor revenue surged 143% YoY to $10.8 billi