Semtech Corporation and Broadcom are now noted as competitors operating in different market segments.

The entities involved

• Semtech Corporation →

  business enterprise

  • SkyWater Technology, Semtech Corporation, and the Semiconductor Industry Association are involved in the push for US chip production, including acquisitions like Infineon's Fab 25 in Austin.Tue 19:05
  • Semtech Corporation provides high-volume silicon solutions for 5G-Advanced.Tue 19:05
• Broadcom →

  American semiconductor manufacturer

  • Broadcom secures multi-year AI compute agreements with Meta and OpenAI, while also assisting Google with advanced chip designs.Mon 15:40
  • Nvidia, Broadcom, Marvell Technology, AMD, and Qualcomm are currently competing in the high-stakes AI chip market.Mon 15:32

Related events

• Analyst upgrades suggest market competition between Deere & Company and Broadcom.Sep 3
• Market activity was monitored by representatives involving Amgen and Broadcom.Sep 8
• AWS unit co-develops custom silicon with Qualcomm, while a market cap gap is noted between the two companies.Sep 8
• Nvidia and Broadcom are identified as key semiconductor companies.Sep 17
• Retail traders are debating AMD and Broadcom, noting a shift in interest toward broader tech exposure like QQQ.Thu 15:39