Semiconductor market shifts as Big Tech expands custom AI chip design
TSM Taiwan Semiconductor Manufacturing ADR
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View chart & analysis → - 1Alphabet signed a multi-year agreement with Broadcom months ago to supply custom processors through 2031.
- 2Broadcom is expected to record $56 billion in AI semiconductor revenue this year and exceed $100 billion next year.
- 3Nvidia secured a $2 billion investment from Marvell.
So what's the key point?
Alphabet has entered into a custom semiconductor supply agreement with Broadcom. Broadcom's AI semiconductor revenue is projected to surpass $100 billion next year.
Source The Motley Fool +1 · View original ↗
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