Broadcom on Thursday delivered upbeat revenue guidance for the current quarter amid surging AI-revenue, though the chipmaker reported mixed Q4 results as revenue fell just short of estimates. Broadcom Inc (NASDAQ:AVGO) shares gained 4% in after-hours trade following the report.
"AI processors and accelerators continue to be a growth segment for the semiconductor industry as interest grows in AI for the edge endpoints. Companies better understand the potential benefits and are gaining experience with AI," Nina Turner, research director in IDC's Enabling Technologies and Semiconductor team, said in the report.
In a conversation with HBR editor-in-chief Adi Ignatius, Lisa Su, CEO of leading semiconductor company AMD, discusses its evolution toward high-performance and adaptive computing, the future of AI use in sectors from healthcare to tech to personal productivity,
Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.
Chip maker and enterprise software player Broadcom announced its financial results for the final quarter of its fiscal 2024 today, which ended on November
In the new era of semiconductor innovation, artificial intelligence is revolutionizing integrated circuit design through groundbreaking research by Srivatsan Nurani Subramanyam. His pioneering work on Design Rule Check routing convergence represents a major leap in chip manufacturing technology.
According to Counter Point’s semiconductor revenue tracker, the revenue of semiconductors has risen 17% Year-over-Year (YOY) and has reached $158.2 billion in Q3 2024. The main reason for this growth is AI technologies,
While these tiny chips power everything from microwaves to advanced systems, their real importance lies in artificial intelligence and 5G.
Nvidia has been the primary beneficiary of the ongoing artificial intelligence boom, with its next-generation AI chip Blackwell now in focus. Shares of the company have nearly tripled so far in 2024 — up more than 180% in the year-to-date — making it one the world's most valuable companies.
The global demand for artificial intelligence (AI) and high-performance computing (HPC) will continue to rise – growing by over 15% in 2025 – according to IDC’S’s latest Worldwide Semiconductor Technology Supply Chain Intelligence report.
The past two years have been absolutely stunning for semiconductor stocks, with the PHLX Semiconductor Sector index rising 81% during this period. Artificial intelligence (AI) played a central role in this remarkable surge.