In November 2017, I wrote a cover story for The Edge Singapore (Issue 806, Nov 20, 2017), which explained how Penang-born Tan Hock Eng was moving a second-tier semiconductor firm Broadcom’s domicile ...
While Nvidia’s role in the artificial intelligence revolution is well understood, investors are just now seeing how important Broadcom is to AI as well. This sliver of the technology market’s ...
Broadcom achieved $51.6B in FY24 revenue, driven by VMware integration and 44% YoY growth. AI semiconductor revenue grew 220% YoY to $12.2B, now comprising 41% of total semiconductor revenue ...
Financial giants have made a conspicuous bearish move on Broadcom. Our analysis of options history for Broadcom AVGO revealed 106 unusual trades. Delving into the details, we found 34% of traders ...
Nvidia and Broadcom thrived in 2024's AI boom, with Nvidia hitting a $3.4T valuation and Broadcom joining the $1T club. Intel struggled, losing market share and cutting its workforce as Nvidia and ...