Key facts: NVIDIA (NVDA) warns H2 margin squeeze; Anthropic anchor role
By TradingView Publication Date: 2026-09-15 07:14:00 EnglishEnglish Select market data provided by ICE Data Services. Select reference data provided by…
Tag: squeeze
Nutanix tops estimates as external storage growth helps counter hardware squeeze – SiliconANGLE
By Publication Date: 2026-08-26 22:51:00 Nutanix Inc. closed out its fiscal year with stronger-than-expected fourth-quarter revenue and profit as annual…
Is Broadcom Stock Trapped In An AI Margin Squeeze
By Trefis Team Publication Date: 2026-08-17 13:15:00 CHIBA, JAPAN – 2026/06/12: Broadcom Inc. is an American multinational designer, developer, and…
Nvidia’s AI ramp deepens memory squeeze as cloud providers lock up supply through 2028
By Siu Han, Taipei Publication Date: 2026-06-10 08:00:00 Memory shortages tied to Nvidia’s next wave of AI hardware are expected…
![[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze](https://i1.wp.com/img.trendforce.com/blog/wp-content/uploads/2026/03/24164807/Broadcom-Booth-624x415.jpg?ssl=1 "[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze")
[News] Broadcom Reportedly Flags TSMC Capacity as 2026 Bottleneck, With Lasers and PCBs Also in the Squeeze
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
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
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 $325 as analyst warns hyperscalers could squeeze AVGO’s AI chips
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
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
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…