Broadcom has been silently working on what appears to be one of the largest processors ever made, with 12 stacks of HBM memory, making this mystery XPU a bigger beast than NVIDIA's just-announced ...

One of the most amazing things that human civilization has created is the silicon chip, with semiconductor technology not just about the 'CPU' or the 'GPU' anymore... but rather advanced packaging ...

Intel last year got into a lot of trouble due to the unforeseen delay of its already delayed Sapphire Rapids Xeon. Intel has now announced a new major delay, this time regarding its much-anticipated ...

If you want to be in the DRAM and flash memory markets, you had better enjoy rollercoasters. Because the boom-bust cycles in ...

Broadcom predicts serviceable market for AI XPU and networking could reach $60 billion to $90 billion by 2027 and company is a market leader. During Broadcom’s Q4 2024 earnings call, CEO Hock Tan ...

AI trifecta, VMware moat, and rising capex tailwinds support FCF and dividends. Click to read why AVGO is a Strong Buy.

Editor’s Note: Every once in a while, Wall Street gets a wake-up call that signals the next chapter of a mega-trend. Broadcom just rang the bell. Broadcom’s $10-billion custom chip deal marks a ...

With Rialto Bridge canceled, the next GPU in the Max Series will now be Falcon Shores, a new “flexible chiplet-based architecture” which Intel said will launch in 2025 after originally promising a ...

When Intel announced its “Falcon Shores” project to build a hybrid CPU-GPU compute engine back in February 2022 that allowed the independent scaling of CPU and GPU capacity within a single socket, it ...