Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more on why I'm bullish on AVGO.

Nvidia leads in AI chips with strong growth and a powerful software moat, but faces high valuation risks amid rising ...

The growth opportunity in the memory chip market, driven by AI applications, should enable this chipmaker to deliver outstanding growth. 10 stocks we like better than Micron Technology › ...

AI-fueled revenue growth could send Broadcom's market cap to $2 trillion Broadcom finished fiscal 2024 with $51.6 billion in revenue, $12.2 billion of which came from AI.

This could pave the way for outstanding revenue growth in the long run considering that the custom AI chip market is expected to clock an annual growth rate of 32% through 2030.

All the major chip companies, such as Broadcom, Marvell, Nvidia, AMD, and Intel, have been using TSMC's fabrication plants to manufacture their AI chips. Moreover, the chips that go into AI-enabled ...

The CEO of AMD, Lisa Su, recently said that the TSMC's US-manufactured chips costs about 20% higher than the one manufactured ...

This is helping drive the company's revenue growth, and last quarter its AI networking revenue surged 70%. However, the company's biggest opportunity is in application-specific integrated circuits ...

AMD's shift into the lucrative AI chip market is helping it expand its margins, and driving its stock price higher. MercadoLibre has brought the e-commerce business model to Latin America with ...

David Sacks said this would "deprive Huawei of basically having this giant market share in China." ...

The global AI chip market, valued at $45 billion in 2023, is projected to exceed $200 billion by 2030, creating room for innovative firms to thrive. Beyond the marquee names, savvy investors can ...

Market commentary Sevens Report warned on Friday that a growing disconnect between AI chip stocks and the broader equity ...