Semiconductors

JPMorgan Survey Predicts Bright Future for Semiconductors: Nvidia, AMD, Broadcom to Benefit from AI Boom – NVIDIA, Broadcom, AMD, ARM Holdings

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JPMorgan Survey Predicts Bright Future for Semiconductors: Nvidia, AMD, Broadcom to Benefit from AI Boom – NVIDIA, Broadcom, AMD, ARM Holdings

A recent survey conducted by JPMorgan indicates a clear trend towards increased investment in AI infrastructure, with expectations of significant revenue growth in the semiconductor sector in the coming years. The survey collected responses from 166 Chief Information Officers, revealing the following key points: – Over 75% of CIOs plan to allocate more than 5% … Read more

Benzinga’s Analysis: How Does Broadcom Stack Up Against Competitors in the Semiconductors and Semiconductor Equipment Industry?

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Benzinga’s Analysis: How Does Broadcom Stack Up Against Competitors in the Semiconductors and Semiconductor Equipment Industry?

In the fast-paced world of business, it’s essential for investors and industry experts to conduct thorough company analysis. This article delves into a detailed comparison of Broadcom and its main competitors in the semiconductor and semiconductor equipment industry. Broadcom, the sixth-largest semiconductor company globally, boasts over $30 billion in annual revenue from a diverse product … Read more

Rapidus and IBM Strengthen Partnership in Chiplet Packaging Technology for 2nm-Generation Semiconductors

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Rapidus and IBM Strengthen Partnership in Chiplet Packaging Technology for 2nm-Generation Semiconductors

Rapidus Corporation, a manufacturer of advanced logic semiconductors, and IBM have announced a joint development partnership to work on chiplet packages. This collaboration aims to establish mass production technologies for chiplet packages, with Rapidus receiving IBM packaging technology for high-performance semiconductors. The two companies will work together to innovate in this space, continuing their existing … Read more

Earnings Preview: What to look for when Broadcom (AVGO) reports Q1 results | AlphaStreet

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Earnings Preview: What to look for when Broadcom (AVGO) reports Q1 results | AlphaStreet

Broadcom, Inc. (NASDAQ: AVGO) will be releasing its first-quarter results next week. Over the years, the company constantly broadened its portfolio beyond semiconductors to areas like enterprise software solutions, a strategy complemented by the recent acquisition of VMware.   Broadcom’s stock grew an impressive 4% on Friday morning, soon after opening, and reached a new … Read more

Broadcom now ranks among 10 largest U.S. companies after big 2023 stock gains

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Broadcom now ranks among 10 largest U.S. companies after big 2023 stock gains

Nvidia Corp. has catapulted up the list of the most valuable U.S. companies this year, rising eight spots from the end of last year to sit in the fifth position with a market capitalization of $1.2 trillion. But other chip companies have seen their positions rise even more. Just look at Broadcom Inc. AVGO, +0.59%, … Read more

Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings

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Broadcom’s Software Makeover Doesn’t Fully Mask Chip Swings

Broadcom Chief Executive Hock Tan isn’t someone who finds blowing money appetizing. But that $40,000 dinner seems to have gone down well.  That was the reported cost for Tan to sit at the table of Chinese President Xi Jinping during a dinner at last month’s Asia-Pacific Economic Cooperation conference in San Francisco. It is a … Read more

Broadcom’s VMware deal may be in doubt, but its soaring stock will be just fine

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Broadcom’s VMware deal may be in doubt, but its soaring stock will be just fine

As Broadcom Inc. and VMware Inc. get closer to their new merger deadline of Nov. 26, some investors are nervous that the deal will not get done, with a $1.5 billion termination fee hanging over the chip maker. China is reportedly the cause for the current hold-up for the deal, which was supposed to close … Read more

Broadcom, VMware Stocks Gain Despite Apparent Delay to Merger Closing

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Broadcom, VMware Stocks Gain Despite Apparent Delay to Merger Closing

Shares in Broadcom and VMware were rising despite an apparent delay to the closing of their merger agreement, which was set to complete on Monday. China could be a problem—but investors don’t seem too worried. Source link

Tech Down as VMWare, China Fears Weigh — Tech Roundup

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Tech Down as VMWare, China Fears Weigh — Tech Roundup

Shares of technology companies fell after one major deal was jeopardized by U.S.-China tensions, stoking concerns that the tech trade war will hurt the industry. Shares of VMWare plunged after The Financial Times reported Broadcom’s roughly $61 billion deal to buy the maker of virtualization software was held up by Beijing authorities, largely in response … Read more

VMWare Down After FT Reports China Holding Up Broadcom Buyout

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VMWare Down After FT Reports China Holding Up Broadcom Buyout

By Rob Curran Shares of VMWare slid premarket after the Financial Times reported that authorities in China were holding up chipmaker Broadcom’s multibillion dollar buyout of the maker of virtualization software in the latest salvo of the U.S.-China tech battle. The State Administration of Market Regulation in Beijing is delaying approval of the merger deal … Read more