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Express News | Can Broadcom "challenge" the AI giant NVIDIA?
2nm, is the winner already determined?
Taiwan Semiconductor's dominant position has raised concerns about its pricing power for the 2nm process. In the absence of viable competition, Taiwan Semiconductor has transformed from an 'effective' frontier monopolist into a true monopolist. This allows them to increase prices at will.
Express News | NVIDIA's Thor chip has been delayed in mass production, and Xiaopeng is considering postponing its adoption.
Fed Will Likely Gift Markets a Rate Cut. How -2-
Broadcom surged 24% last Friday, with a market cap exceeding one trillion! Which company will become the next member of the "one trillion market cap club"?
After Broadcom's market cap exceeded one trillion dollars, there are currently nine companies in the "trillion-dollar market cap club" in the U.S. stock market, namely Apple, Microsoft, NVIDIA, Amazon, Google, Meta, Tesla, Broadcom, and Taiwan Semiconductor.
Nvidia Stock Stumble Continues. What's Holding Back the AI Chip Maker. -- Barrons.com