Apple may be working on a custom AI server chip with Broadcom's help
Slated for 2026, Apple would be leveraging Broadcom's 3.5D XDSiP technology
What's next for Intel: Split, sell, or shut down the fabs?
Pat Gelsinger is out, but the big questions remain
In context: Intel has been in play since reporting its disastrous June quarter. Despite turning in a decent quarter last month, the writing has been on the wall for several months that Gelsinger was under pressure. That pressure was coming from all directions – customers, partners, employees, and, not least, the Street. After the company reset guidance in July, the consensus across the financial community was that Intel had to be split in two, and increasingly that Gelsinger had to go.
Another cloud provider bails on VMware after receiving a 900-percent price hike
Are these sound pricing decisions or is Broadcom gouging its customers?
What's the biggest tech acquisition in history?
Who spent the big bucks: Microsoft, Dell, Broadcom or was it Elon?
Broadcom tried to hit AT&T with a 1,050% price increase for VMware products
A subscription-only model is expensive
AT&T sues Broadcom for refusing to honor existing VMware service agreements
VMware parent now wants "hundreds of millions" in subscription fees to continue offering support
Intel's gathering storm and why it needs to stay the course
The risks of splitting Intel: Why it's a bad idea
Broadcom is working to integrate optical connectivity directly into GPUs
Improvements in silicon photonics could solve today's power issues with AI accelerators
OpenAI is in talks with Broadcom about developing AI chip
Sam Altman is determined to lessen OpenAI's dependence on Nvidia
Broadcom is coming for Nvidia fast, but can it break its ecosystem lock-in?
Bank of America thinks Broadcom is headed for a $1 trillion market cap
VMware price hike forces Australian company with 24,000 virtual machines to jump ship
Computershare was served a bill 10 to 15 times higher than previously agreed
CEO pay hits record highs: Meet the top earners
Half the top CEOs made at least $15.7 million
VMware Workstation and Fusion Pro desktop hypervisors are now free for personal use
A welcome silver lining emerging from Broadcom's messy VMware acquisition?
Opinion: Could Broadcom buy Intel?
Can Broadcom afford a deal of this size? The obvious answer is, yes
Broadcom showcases huge XPU AI accelerator for mystery client
A network-centric platform designed to scale at the lowest power
VMware forced to patch dangerous vulnerabilities in discontinued products
Flaws so severe, the company felt the need to update the now-abandoned ESXi hypervisor
Nvidia surges while Samsung slides: Gartner highlights 2023 semiconductor movers and shakers
The memory segment was hit hard in 2023
Broadcom will not axe desktop hypervisor Workstation products after VMware acquisition
Broadcom will keep VMware's popular desktop hypervisor alive and kicking, after all
Broadcom's acquisition of VMware leads to massive layoffs, CEO tells remote workers "get your butt" back in the office
VMware employees aren't having a happy holiday season
Tech giants and the evolving productivity landscape
Qualcomm does indeed have 50,000-ish employees, double those of Nvidia and AMD
Why it matters: After looking at revenue and operating income per employee for big semiconductor companies, we thought that was a fun exercise, so we have looked at another dozen tech companies in various sectors. Broadcom and Apple are in a league of their own – it is good to have a software or licensing business.
Apple agrees multibillion-dollar deal with Broadcom for USA-made 5G components
Part of Apple's $430 billion investment in the US economy
Broadcom's planned $61B acquisition of VMware to be investigated further by the UK
The UK's antitrust regulator is worried about reduced competition in the server market
The European Commission is investigating Broadcom's acquisition of VMware
The $61B deal could hinder competition in the lucrative server market
Home Depot for DIY Chips: What's the going trend?
The chip companies are never going to really love this business
The big picture: Earlier this year we were reviewing Analyst Day slides from leading semiconductor companies and a clear theme emerged. Large companies are all shifting in a similar direction, posing some potential challenges for their long-term positions. More and more customers are looking for special purpose chips, a coping mechanism for dealing with the slowdown in Moore's Law. And the big players are all looking to support those customers.
