Broadcom and TSMC are key players in the AI infrastructure boom, with Broadcom leading in Application-Specific Integrated Circuits.

The entities involved

• Broadcom →

  American semiconductor manufacturer

  • Nvidia and Broadcom face rising chip costs as Jensen Huang resigns amid a company scandal.11:06
  • Nvidia CEO Jensen Huang resigned, with Colette Kress taking over as interim CEO, amid shifts in competitive confidence.06:51
• TSMC →

  semiconductor foundry company headquartered in Taiwan

  • TSMC seeks broader AI exposure, OKX and ICE launch tokenized trading, and Nissan reports weak Chinese sales.Thu 00:39
  • Anthropic utilizes TSMC-manufactured chips and Nvidia GPUs, while Amazon also uses TSMC for its Trainium chips.Wed 16:03
• ASIC →

  programming language

  • Bitdeer Technologies Group is mining Bitcoin using proprietary ASIC technology to support revenue growth.Wed 00:40
  • Siemens extends its EDA portfolio for semiconductor design and integrates debug and trace solutions through an acquisition.Tue 12:19

Related events

• Marvell Technology, Broadcom, and Cisco are identified as key players in the AI infrastructure sector, supplying connectivity for AI buildout.Sep 3
• Broadcom CEO Hock Tan commented on the state of AI investing.Oct 18
• AMD, Nvidia, and Broadcom utilize TSMC technology, while Nvidia provides financing for packaging expansion and Pat Gelsinger joins Playground Global.Nov 6
• New foundry contracts are emerging, challenging TSMC's market dominance in advanced chip manufacturing.Jul 25
• Broadcom is supplying TPU compute capacity to Anthropic and designing custom AI chips for Meta Platforms.Nov 1