Broadcom CEO Hock Tan simplifies VMware's product line after its $69B acquisition, positioning it as a key player in AI and data center management, while addressing customer backlash.

Taiwan Semiconductor has begun production of advanced 4-nm chips for US customers in Arizona, with a $6.6 billion grant and plans to add a third fab by 2030.

Investors seeking to capitalize on the growth story could invest in ETFs having the largest allocation to the AI chipmaker.

At the heart of the legal spat is Qualcomm's 2021 acquisition of NUVIA. Arm wants Qualcomm to destroy the chip designs it inherited.

Broadcom Inc. launched Bitnami Premium, with security features, available through Arrow Electronics.

Broadcom launched the 3.5D XDSiP platform for efficient, low-power AI computing with industry-leading 3.5D F2F XPU technology and collaboration with TSMC and EDA partners.

Broadcom expands partnership with Telia for modernization and transformation of telecom and cloud infrastructure using VMware's product portfolio, including new AI-powered advancements and partner program.

Broadcom expands partnership with T-Systems, achieving top tier status in Broadcom's VMware Cloud Service Provider program.

Semiconductor sales are on the rise as the industry continues to grow rapidly; ETFs allow investors broad access to the space.

Taiwan Semiconductor builds 12-inch fab in Germany, receives support from both countries. Stock up 104% due to AI demand, expands globally.

Taiwan Semiconductor ramps up 2nm tech despite challenges. Price for 2nm wafers to double, highlighting its moat. TSM eyes 2nm chip production in US.

AMD's Lisa Su shared insight on GPUs with potential for custom chips in AI models. Nvidia leads the premium gaming market while AMD focuses on mainstream and mid-range.

Marvell Technologies are trading down today. Introduced Structera line of CXL devices to boost memory performance in general-purpose servers for cloud data centers.

Rosenblatt analyst reiterates Buy rating on ARM with $180 price target. Stock up on Monday. ARM's IP pervasiveness and potential for Windows PC market growth highlighted at Computex.

STMicroelectronics & Geely signed SiC supply deal for electric vehicles, also collaborating on solutions for automotive electronics & new energy vehicles.

Neutral rating reiterated for Microchip Technology Inc with $80 price target. Analyst sees potential for a macro recovery in second half of year.

Analyst Mark Miller upgraded Western Digital Corp (NASDAQWDC) to Buy with $85 PT, citing strong results and projected growth in NAND and Nearline sales.

STM reported 18.4% revenue decline in Q1 2024, missed consensus estimates. Margins decreased and outlook for Q2 and 2024 is lower than expected.

STMicroelectronics signs 10-year PPA with Centrica for renewable energy supply in Italy starting Jan 2025, aims for carbon neutrality by 2027.

Analyst initiates coverage on WDC with Outperform rating and $80 price target. Expects company to outperform with upcoming split and favorable market conditions.

Lam Research Corp is looking to diversify its supply chain due to US export controls impacting its operations in China. Vietnam has offered to support with $1B investment by Lam in local production.

There is not much information as to what companies are involved in the research and development of quantum computing qubits and the companies involved in the application of such revolutionary technology. This article does just that.

A look at five AI Sector's categories

The U.S. semiconductor space has always been a major focus on Wall Street. The broader market has been volatile in 2023, but so far it has been a good year, despite numerous headwinds. The old days of a relentless bull market, zero interest rates, and low inflation, however, are long gone.