Semiconductor News & Analysis Feed
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2026-09-30
2026-09-29
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currently.att.yahoo.com
2026-09-29
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finance.yahoo.com
2026-09-29
2026-09-29
intellectia.ai
2026-09-29
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finance.yahoo.com
2026-09-29
2026-09-29
2026-09-28
tomshardware.com
2026-09-28
OpenAI's Jalapeño ASIC, co-developed with Broadcom, is primarily an internal inference accelerator, but the company is signaling potential external market entry. Hardware head Richard Ho clarified that while OpenAI's own compute demand will consume capacity for years, the chip is programmable, gener
2026-09-28
news.synopsys.com
2026-09-28
2026-09-28
finance.yahoo.com
2026-09-28
2026-09-28
2026-09-27
www.tokenpost.com
2026-09-27
Broadcom's decision to raise its fiscal 2026 AI semiconductor revenue outlook to $58 billion — and project a staggering $230 billion by fiscal 2028 — signals that the company views AI infrastructure buildout not as a cyclical spike but as a structural, multi-year expansion. The 221% year-over-year g
2026-09-27
2026-09-26
www.theglobeandmail.com
2026-09-26
2026-09-26
currently.att.yahoo.com
2026-09-26
This Motley Fool analysis (September 2026) frames the Nvidia-Broadcom rivalry not as a zero-sum contest but as a structural bifurcation in AI compute architecture. The central insight is that the market is splitting into two distinct value propositions: Nvidia's general-purpose GPUs, offering unmatc
2026-09-26
2026-09-26
www.insidermonkey.com
2026-09-26
2026-09-26
finance.yahoo.com
2026-09-26
2026-09-26
finance.yahoo.com
2026-09-26
2026-09-26