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BROADCOM CHIP SHORTAGE
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...- AI bubble debate gets real as chip stocks rallyChipmaker stocks are soaring, leading to a debate about an artificial intelligence bubble. Demand for AI data center chips is driving price...
- Arm forecasts higher-than-expected revenue on surging AI data center demandArm Holdings anticipates higher first-quarter revenue, boosted by strong demand for its AI chip technology. However, the company has not ye...
- Qualcomm jumps as optimism on smartphones, AI chips outweigh dismal forecastQualcomm shares saw a significant jump. CEO Cristiano Amon expressed confidence in a smartphone market rebound post the fiscal third quarte...
- Anthropic weighs building its own AI chipsDemand for its AI model Claude has accelerated in 2026, with the startup's run-rate revenue now surpassing $30 billion, up from about $9 b...
- Broadcom flags supply constraints, says TSMC capacity a bottleneckThe Taiwanese firm, the world's main producer of advanced AI chips, said in January that capacity was tight, as the boom in AI infrastruct...
- US Stocks: Broadcom shares rise as $100 billion AI forecast signals gains in Nvidia-dominated marketBroadcom shares rose nearly 3% on Thursday after the company predicted over $100 billion in AI chip sales next year, signaling rapid share ...
- Broadcom rises as $100 billion AI forecast signals gains in Nvidia-dominated marketBig Tech firms such as Alphabet, Microsoft , Amazon and Meta are expected to spend at least $630 billion to build AI infrastructure this ...
- Intel results to spotlight turnaround efforts as AI data centers boost chip demandIntel shareholders are optimistic about the company's results like they have not been for many quarters, betting the turnaround CEO Lip-Bu ...
- Oracle denies report on OpenAI data center delays but stocks crash continuesOracle shares are up just 13 per cent now for the year, having erased all the gains from a 36 per cent jump in September, when it reported ...
- Oracle denies report on OpenAI data center delaysOracle denied on Friday a media report that it was delaying OpenAI-related data centers, following investor worries over its debt-fueled AI...
- OpenAI builds first chip with Broadcom and TSMC, scales back foundry ambitionThe company has dropped the ambitious foundry plans for now due to the costs and time needed to build a network, and plans instead to focus...
- Are subsidies for silicon fabrication plants liable to be wasteful ‘revadis’?India must at some point build its own fabs. But if India builds just five fabs as big as Vedanta’s, its subsidy bill may be as large as th...
- Broadcom looks to defy chip slowdown on data center, wireless strengthBroadcom may experience some weakness in demand in the upcoming quarters as enterprise, cloud and service providers are likely to moderate ...
- View: The ‘new normal’ in supply chains includes geopolitical dynamics & climate changeA global shortage of containers and the chaos at ports has choked the movement of goods and hurt many businesses. Worse, semiconductor shor...
- Chip lead times begin to slow, suggesting shortages have peakedChip investors are already looking ahead -- with trepidation -- to the industry’s next glut. In the past, lengthening lead times have been ...
- Fans may have to wait longer for the new iPhone 13; Apple likely to cut production due to chip shortageAs many as 10 million units of iPhone 13 are expected to be slashed.
- Apple likely to cut iPhone 13 production due to chip crunchApple told its manufacturers that the number of units would be lower because chip suppliers including Broadcom Inc and Texas Instruments ar...
- Intel CEO says chip shortage to hit bottom in second halfIntel, the world’s largest chipmaker, gets the majority of its sales from providing processors that run personal computers and servers, mac...
- Next victim of chip shortage will be your home internet routerWith semiconductor foundries struggling to allocate scarce capacity, less profitable work gets pushed to the back of the line.
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