Smaller customers face brutal price hikes

Broadcom has killed off VMware vSphere Foundation in parts of EMEA, dealing another sharp blow to smaller customers already squeezed by rising costs.

Analysts moan about the margins as shares wobble

Broadcom delivered another slab of AI-fuelled growth and still managed to spook the market in after-hours trading.

A growing pack of rivals eyes the crown

One company has sat on the AI chip throne for a decade, but the ground beneath Nvidia is starting to shift.

Here comes the sun

AMD has lobbed another shot at the AI infrastructure land grab by tightening its partnership with HPE to build out the next wave of open rack-scale systems, named after a Greek sun god.

Meta and Google orders slip away

Something strange is stirring at Taiwanese IC design house MediaTek. The company’s push into special application chips (ASICs) after 2026 is suddenly looking a lot shakier.

US government and big tech should carve up struggling giant

Troubled Chipzilla should be taken private, stripped apart, and rebuilt into a proper foundry and design house, according to four long-serving former directors writing in Fortune.

ChatGPT outfit wants to ditch Nvidia addiction

OpenAI is moving into chip manufacturing next year in a bid to feed its AI addiction and loosen its ties with Nvidia’s pricey silicon.

US chip curbs and HBM3E delays dent profit forecast

Samsung Electronics stunned markets by forecasting a 56 per cent plunge in second‑quarter operating profit to Won 4.6 trn (€3.3 bn, which is its weakest performance in six quarters.

AI server gold rush trumps smartphone season in Taiwan's supply chain

Nvidia's Blackwell GB300 AI servers are shaking up the production lines in Taiwan, with contract manufacturers ditching their usual priorities to chase the new silicon gravy train.

Turns out that threatening customers for using software they paid for works

Broadcom’s decision to swallow VMware and then do its best to infuriate its suppliers and customers seems to have paid off with the outfit posting $15 billion in second quarter revenue, up 20 per cent from last year.