SemiPulse — Semiconductor Intelligence

Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative? - simplywall.st

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simplywall.st 2026-05-23 simplywall.st

Home Portfolios Watchlist Community Discover Screener Sign Up or Login Advertisement United States/Semiconductors/NasdaqGS:AMAT Will Broadcom Joining EPIC Platform Reshape Applied Materials' (AMAT) Advanced Packaging and AI Narrative? May 23, 2026 Simply Wall St Reviewed by Sasha Jovanovic Earlier in May 2026, Applied Materials reported second-quarter sales of US$7.91 billion and net income of US$

Semiconductor Equipment Advanced Packaging AI Chips Applied Materials Broadcom EPIC Platform Silicon Valley Investment Chip Manufacturing

Broadcom Rides on Accelerating Semiconductor Revenues: What's Ahead? - Yahoo Finance

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finance.yahoo.com 2026-05-23 Yahoo Finance

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Broadcom Rides on Accelerating Semiconductor Revenues: What's Ahead? - Zacks Investment Research

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www.zacks.com 2026-05-23 Zacks Investment Research

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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub - digitimes

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www.digitimes.com 2026-05-22 digitimes

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Best AI Stock to Buy: Broadcom Stock vs. Qualcomm Stock - The Globe and Mail

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www.theglobeandmail.com 2026-05-22 The Globe and Mail

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Best AI Stock to Buy: Broadcom Stock vs. Qualcomm Stock - The Motley Fool

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www.fool.com 2026-05-22 The Motley Fool

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Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys back US$125M UCLA Semiconductor Hub

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digitimes.com 2026-05-22

Broadcom, Applied Materials, GlobalFoundries, Meta, and Synopsys are partnering with UCLA Samueli to create a US$125 million Semiconductor Hub to accelerate research and workforce development in AI-driven chip technologies, promising global impacts on computing speed, energy efficiency, and applications from healthcare to transportation while strengthening US competitiveness and innovation globall

Meta, Broadcom and others to launch $125 million semiconductor research hub at UCLA - CNBC

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www.cnbc.com 2026-05-22 CNBC

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Applied Materials, Broadcom Partner on Advanced Packaging R&D Through EPIC Platform - thelec.net

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www.thelec.net 2026-05-21 thelec.net

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Applied Materials’ EPIC Advanced Packaging Ecosystem Adds Broadcom to TSMC - The Futurum Group

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futurumgroup.com 2026-05-21 The Futurum Group

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FII challenges Broadcom and Nvidia as CPO race shifts to system integration

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digitimes.com 2026-05-21

As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world deployment, and Foxconn Industrial Internet (FII) is quietly building a strong market position by leveraging its existing strengths in CPO all-optical switches as well as AI servers.

Applied Materials Broadcom Alliance Highlights Growing AI Packaging Ambitions - Yahoo Finance

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finance.yahoo.com 2026-05-20 Yahoo Finance

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Here are Wednesday's biggest analyst calls: Nvidia, Broadcom, Marvell, Alphabet, Amazon, Five Below & more - CNBC

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www.cnbc.com 2026-05-20 CNBC

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Applied Materials Announces Broadcom as EPIC Innovation Partner - Yahoo Finance Singapore

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sg.finance.yahoo.com 2026-05-20 Yahoo Finance Singapore

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Broadcom bets on faster AI chips in new deal with Applied Materials - Stock Titan

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www.stocktitan.net 2026-05-20 Stock Titan

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Applied Materials Announces Broadcom as EPIC Innovation Partner - GlobeNewswire

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www.globenewswire.com 2026-05-20 GlobeNewswire

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Google and Blackstone could lift ASIC demand with TPU leasing joint venture

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digitimes.com 2026-05-20

Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build about 500 MW of computing capacity by 2027, most of it using Google's Tensor Processing Units (TPUs), a move industry watchers say supports Google ASIC partners such as MediaTek, Broadcom, and TSMC.

Stanley Druckenmiller Avoids Nvidia, Buys Broadcom, Micron, and Intel in Q1 2026 - News and Statistics - IndexBox

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www.indexbox.io 2026-05-20 IndexBox

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AMD, Broadcom and Qualcomm Lead Chip Stock Sell-Off Ahead of Nvidia Earnings - TradingView

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www.tradingview.com 2026-05-20 TradingView

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Meet the Super Semiconductor ETF With 40% of Its Portfolio Parked in Micron, AMD, Broadcom, Nvidia, and Intel - The Motley Fool

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www.fool.com 2026-05-20 The Motley Fool

Running artificial intelligence (AI) software requires an astronomical amount of computing capacity, which is typically delivered via large, centralized data centers. This infrastructure is powered by thousands of specialized chips and networking components, which are supplied by semiconductor companies likeMicron Technology,Advanced Micro Devices,Broadcom,Nvidia, andIntel.Nvidia CEO Jensen Huang

Semiconductor ETF Artificial Intelligence Data Center Chips NVIDIA Micron Technology AMD Broadcom Intel