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Tag: squeeze

[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze
Broadcom

[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze

vm_adminMarch 27, 2026

By TrendForce Publication Date: 2026-03-24 16:48:00 While NVIDIA—reportedly TSMC’s largest customer—has repeatedly signaled it is pushing for additional wafer allocation…

Cisco’s Wi-Fi 7 Lead Meets AI Driven Memory Squeeze Risks
Cisco

Cisco’s Wi-Fi 7 Lead Meets AI Driven Memory Squeeze Risks

vm_adminMarch 14, 2026

By Simply Wall St Publication Date: 2026-03-14 22:19:00 Cisco Systems (NasdaqGS:CSCO) is taking an early lead in Wi-Fi 7, with…

HPE Stock Ticks Up: CEO Says Networking Segment ‘More Insulated’ From Memory Supply Squeeze
Intel

HPE Stock Ticks Up: CEO Says Networking Segment ‘More Insulated’ From Memory Supply Squeeze

vm_adminMarch 10, 2026

By Yuvraj Malik Publication Date: 2026-03-10 04:08:00 HPE’s Networking segment sales increased 152% in the latest quarter. Network equipment is…

Broadcom stock price dips toward 5 as analyst warns hyperscalers could squeeze AVGO’s AI chips
Broadcom

Broadcom stock price dips toward $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips

vm_adminFebruary 14, 2026

By Khadija Saeed Publication Date: 2026-02-14 15:36:00 New York, Feb 14, 2026, 10:03 EST — Market closed. Broadcom finished Friday…

Cisco sales rise but memory costs squeeze margins
Cisco

Cisco sales rise but memory costs squeeze margins

vm_adminFebruary 12, 2026

By Katherine Hamilton Publication Date: 2026-02-11 23:33:00 The company posted a second-quarter profit of $3.18 billion, up from $2.43 billion…

How Capex Ramp Up Will Squeeze Google, Amazon, Meta
Google

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

vm_adminFebruary 8, 2026

By Martin Peers Publication Date: 2026-02-07 18:00:00 Big tech’s dramatic ramp-up in projected capital expenditures this year will all but…

Elon Musk accused of making up math to squeeze 4B from OpenAI, Microsoft
Microsoft

Elon Musk accused of making up math to squeeze $134B from OpenAI, Microsoft

vm_adminJanuary 20, 2026

By Ashley Belanger Publication Date: 2026-01-19 19:04:00 Only Musk’s contributions counted Wazzan is “a financial economist with decades of professional…

TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges
Broadcom

TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges

vm_adminJanuary 19, 2026

By Dev Kundaliya Publication Date: 2026-01-19 00:00:00 Intel re-emerges as alternative supplier Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest…

CISPE claims European Commission gave Broadcom a ‘blank cheque to raise prices, lock-in, and squeeze customers’ with VMware deal
VMware

CISPE claims European Commission gave Broadcom a ‘blank cheque to raise prices, lock-in, and squeeze customers’ with VMware deal

vm_adminDecember 15, 2025

A trade body representing European cloud providers is continuing its fight against Broadcom’s acquisition of VMware. Cloud Infrastructure Services Providers…

From Nvidia to Nike, American firms face a margin squeeze
Nvidia

From Nvidia to Nike, American firms face a margin squeeze

vm_adminNovember 27, 2025

By The Economist Publication Date: 2025-11-27 14:06:00 For profits to keep growing, they must elbow their way out of it

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