#pxs-6302

#pxs-6302

A total of 289.7 million devices were shipped in the first three months of 2026, representing a 4.1% decline compared to the same period last year.

The leading edge chip manufacturers are now looking for six nines purity and right now that primarily comes from Exxon's facility. So all of a sudden you've got a big issue there.

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.

Musk stated, 'We either build the Terafab or we don't have the chips, and we need the chips, so we build the Terafab.' This emphasizes the urgency of the project.

SK Hynix's order for nearly $8 billion in EUV machines from ASML is the largest publicly announced single order in the company's history, aimed at enhancing advanced memory chip production.

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.

The gold rush across the high-end processor market might help Apple's processor manufacturing partner, TSMC, drive harder bargains than in the past. That's because Apple's huge appetite for processors is being met by fast-growing demand for chips for servers. As a result, the cost of the chips used inside Macs, iPads, and iPhones will likely increase, putting even more inflationary pressure on Cupertino's bottom line.

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.