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US probes Samsung for alleged infringement of Netlist's memory-chip patents
Reuters30d agobearish
US probes Samsung for alleged infringement of Netlist's memory-chip patents

U.S. trade regulators have launched ‌a probe into ‌Samsung Electronics' memory chips and ​products sold by Google, Nvidia, Broadcom and Super Micro Computer that use ‌them ⁠after a complaint by Netlist alleging infringement ⁠of its patents. California-based Netlist has accused Samsung ​and its ​U.S. ​units of ‌infringing its patents on dynamic random access memory, a type of chip that temporarily stores data ‌for processors ​and is a ​critical ​component in the ‌servers powering the ​AI ​boom, the U.S. International Trade Commission (USITC) said ​on ‌Wednesday.

Morgan Stanley: Broadcom bears are wrong about Google TPU
TheStreet31d agoneutral
Morgan Stanley: Broadcom bears are wrong about Google TPU

Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...

Five cloud business groups urge EU interim measures against Broadcom
Reuters31d agoneutral
Five cloud business groups urge EU interim measures against Broadcom

The Cloud Infrastructure Services Providers in Europe (CISPE) has joined forces with four other ‌trade groups to urge EU antitrust regulators to suspend some ‌business practices of U.S. chipmaker Broadcom, according to a joint letter seen by Reuters. CISPE , which ​has nearly 50 members across Europe and counts Microsoft and Amazon as associate members,  in March asked for an interim measure on its own after Broadcom last year revamped its VMware cloud service provider ecosystem, which ‌it acquired in 2023.

TYLSemi raises $43 million to create building blocks of custom AI chips
Reuters32d agoneutral
TYLSemi raises $43 million to create building blocks of custom AI chips

TYLSemi, a startup founded by executives from recent Qualcomm acquisition AlphaWave, on ‌Tuesday said it has raised $43 million in early ‌funding to help companies build their own AI chips. The market for such AI ​chips is booming, with major companies such as Meta Platforms working with Broadcom and others to develop custom semiconductors. Broadcom and its rival Marvell Technology both have proprietary technology for making chips ‌talk to each ⁠other at high speed, and the only way to access that technology is to work with ⁠them to develop a custom chip.

Investing.com34d agoneutral
What’s the AI hit to U.S. inflation?

Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.

Bloomberg37d agoneutral
Apollo’s $35 Billion AI Chip Credit Deal Is Set to Begin Trading

(Bloomberg) -- More money managers and dealers are about to get their hands on pieces of the largest private credit deal on record — when a chunk of a $35 billion financing package for Broadcom Inc. and Anthropic PBC’s AI infrastructure expansion begins trading.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches

Veteran analyst drops massive Micron valuation prediction
TheStreet38d agobearish
Veteran analyst drops massive Micron valuation prediction

Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst's claim is a bold ...

Investing.com38d agoneutral
Apple commits over $30 billion to Broadcom chip deal

Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.

Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand
Reuters38d agoneutral
Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand

Apple plans to spend more than $30 billion as part ‌of a chip-supply agreement reached earlier this ‌week with Broadcom that will also see the chipmaker expand a ​factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said ‌the deal will ⁠involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and ⁠which Apple has been working with Broadcom to develop since at least 2023.

Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom
The Wall Street Journal38d agoneutral
Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom

Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.

Broadcom extends Apple chip deal through 2031
TheStreet38d agoneutral
Broadcom extends Apple chip deal through 2031

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...