Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders★ 72
INSIDE 硬塞 AI9 days agoHardwareINSIDE reports that Broadcom’s earnings commentary suggested changes in its custom chip work with Google. Part of the Google TPU-related business was described as shifting to Taiwan-based chip designer MediaTek. The news weighed heavily on investor sentiment, sending Broadcom shares down 12.59% on June 4 and highlighting intensifying competition in AI custom silicon supply chains.
Broadcom AI Chip Revenue Jumps 143% as CEO Backs Pure-Chip Strategy
INSIDE 硬塞 AI10 days agoHardwareBroadcom reported Q2 AI chip revenue of $10.8 billion, up 143% year over year and a new record. The growth was driven by demand for custom chips, with the company forecasting Q3 AI revenue of $16 billion, up more than 200%. Despite the strong AI outlook and the CEO’s commitment to a pure-chip strategy, shares still fell 3% after hours.
US Closes Export Loophole for NVIDIA Blackwell and AMD MI350x Sales★ 76
INSIDE 硬塞 AI13 days agoRegulationThe US Commerce Department is closing a potential export-control loophole involving overseas units of Chinese companies. Those entities must obtain licenses when purchasing advanced AI chips from suppliers including NVIDIA and AMD. The measure targets products such as NVIDIA Blackwell and AMD MI350x, aiming to prevent restricted technology from reaching China through offshore subsidiaries.
AI Power Demand Surges as TSMC Says Energy Efficiency Is Key to Chip Development
INSIDE 硬塞 AI16 days agoHardwareTSMC senior vice president Cliff Hou said customers across smartphones and AI data centers are increasingly focused on improving performance without increasing power use. The comment reflects rising energy pressure as AI workloads expand. For chipmakers and infrastructure buyers, energy efficiency is becoming a central metric alongside raw computing performance.
Qualcomm Reportedly Secures ByteDance AI Chip Deal, Entering Data Center Market★ 78
INSIDE 硬塞 AI18 days agoHardwareQualcomm has reportedly secured a major AI chip order from ByteDance, marking a significant milestone in its expansion into the AI data center market. This partnership represents a crucial victory for Qualcomm as it challenges Nvidia's dominance. For ByteDance, the deal provides a compliant, high-performance alternative to Nvidia's restricted chips under current US export regulations, potentially shifting the landscape of AI hardware procurement.
三星半導體員工達成協議：今年可望獲得平均 34 萬美元的巨額獎金
The Verge AI23 days agoBusinessAccording to the latest reports from foreign media, South Korean tech giant Samsung Electronics has reached a preliminary settlement agreement with employees…
Cerebras 迎來 600 億美元 IPO：起步緩慢，隨後一飛沖天★ 85
Latent Space29 days agoBusinessAI chip design unicorn Cerebras Systems officially entered its long-awaited initial public offering (IPO) at a valuation of $60 billion. This company…