boom

Broadcom and TSMC to emerge as big winners in the custom AI chip boom

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The AI chip race isn’t just a one-horse sprint led by Nvidia (NVDA). As hyperscalers like Google (GOOG, GOOGL), Meta (META), and Microsoft (MSFT) race to lower the eye-watering costs of running massive AI models, a second front is opening in the custom silicon wars, with Broadcom (AVGO) as its primary architect. “Broadcom is projected … Read more

The AI Boom Is Coming for Apple’s Profit Margins

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Apple has dominated the electronics supply chain for years. No more. Apple CEO Tim Cook Artificial-intelligence companies are writing huge checks for chips, memory, specialized glass fiber and more, and they have begun to outduel Apple in the race to secure components. Suppliers accustomed to catering to Apple’s every whim are gaining the leverage to … Read more