Semiconductor News & Analysis Feed

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Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models. Video Muted NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a handful of hyperscal

Broadcom vs Nvidia: The $100B AI Race and One Winner Vandita Jadeja Wed, July 1, 2026 at 8:32 AM PDT 3 min read AVGO -0.83% NVDA +0.71% Explore stocks on Coinbase Trading disclosure Quick Read NVDA's Data Center revenue hit $75B while AVGO's custom AI silicon surged 143%, reflecting two radically different paths to AI dominance. Trading at 22x forward vs AVGO's 32x, NVDA offers the cheaper valua

AI-driven hyperscale data center expansion is pushing the global AI race beyond raw GPU computing power into a broader contest over high-speed interconnects and electro-optical integration. As Nvidia's next-generation AI factory moves toward petabyte (PB)-scale data transfers, co-packaged optics (CPO) is heading toward commercialization, lifting the importance of key components such as fiber array

Co-packaged optics (CPO) is rapidly emerging as a foundational architecture for next-generation AI infrastructure. With Nvidia's latest Scale-Up CPO switch roadmap now taking shape, bandwidth per AI rack is set to increase from approximately 130 TB/s in the Blackwell generation to more than 1 PB/s in the Feynman era, spanning Blackwell, Rubin, Rubin Ultra, and Feynman platforms. As a result, the g

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Why TSMC Doesn’t Even Need to Win the AI Race Sushree Mohanty Sun, June 21, 2026 at 12:36 PM PDT 4 min read 2330.TW -0.80% NVDA -0.97% AMZN -4.75% GOOGL -4.99% META -2.32% Explore stocks on Coinbase Trading disclosure Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem i

A close-up shot of the Taiwan Semi logo on a corporate building by Jack Hong via Shutterstock Most investors are wondering which tech titan will eventually win the artificial intelligence (AI) race. However, I believe there may not be one single winner, as the AI ecosystem is too large and too complex for one company to dominate everything. AI is actually several massive markets stacked together.

ASML CEO, Christophe Fouquet, believes that the demand from Elon Musk's Terafab project will be similar to fabrication plants capable of manufacturing millions of wafers per month. The executive spoke to Bloomberg, and his discussion ranged from data centers in space to the current stage of the semiconductor industry in the context of major demand from the AI buildout and Europe's position in the

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