Broadcom beat Q4 earnings and revenue estimates, reporting $1.95 EPS and $18.02 billion in revenue
Broadcom’s Q4 results highlight AI chip demand, impacting tech and crypto markets significantly.
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Broadcom faces pressure from earnings report expectations despite record year
Broadcom’s upcoming earnings report raises questions about future growth amid record performance in the AI-driven market.
Taiwan scrutinizes Tokyo Electron, Intel under new security laws
Taiwan investigates Intel and Tokyo Electron, signaling a shift in national security focus and potential impacts on the semiconductor sector.
China Strikes First: Domestic AI Chips Trump Nvidia in Procurement Power Play
China’s new procurement policy for AI chips marks a significant shift towards self-sufficiency in technology.
China formally directs public institutions to only use domestic AI chips
China’s mandate for local AI chips signals a shift in tech geopolitics, impacting Nvidia and fostering domestic chip development.
SK Hynix weighs U.S. listing as its stock price soars
SK Hynix considers U.S. listing to boost its market valuation and competitiveness in the semiconductor industry.
Baidu’s $3B chip IPO sets up direct challenge to Nvidia
Baidu’s $3B IPO for Kunlunxin poses a challenge to Nvidia, impacting AI chip market and crypto mining sectors.
Moore Threads surged 411% on its first trading day
Moore Threads’ IPO surge reflects investor confidence in China’s semiconductor sector and highlights tech market trends.