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02.02.26 - 15:12
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Broadcom and TSMC Emerge as ‘Big Winners’ in Custom AI Chip Boom (24/7 Wall St.)
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Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the AI infrastructure market. Broadcom just reported Q1 FY2026 revenue of $18.02B, up 28% year-over-year, with AI semiconductor revenue surging 74%. The company's Q1 FY2026 guidance projects AI semiconductor revenue ... Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom
The post Broadcom and TSMC Emerge as 'Big Winners' in Custom AI Chip Boom appeared first on 24/7 Wall St.....
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02.02.26 - 10:06
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SMIC reportedly sets up advanced packaging research institute in Shanghai (Digitimes)
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As Intel, Samsung Electronics, and TSMC increase investment in advanced packaging, market sources say SMIC has set up an advanced packaging research organization in Shanghai, with SMIC chairman Liu Xunfeng attending the unveiling ceremony, marking a new stage in the company's advanced packaging research and development efforts....
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01.02.26 - 12:06
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Nvidia′s Jensen Huang urges TSMC to expand capacity amid AI chip crunch (SCMP)
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Taiwan Semiconductor Manufacturing Company (TSMC) needs to “work very hard” to meet growing demand from leading US chip designer Nvidia, which alone could require TSMC to more than double its capacity in the next decade, Nvidia CEO Jensen Huang has said.
Huang's remarks followed a high-profile banquet on Saturday evening with executives of key supply chain partners in Taiwan, including TSMC chairman and CEO C C Wei and Foxconn chairman Young Liu, as the Nvidia founder sought to shore up supply......
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