Intel Faces Potential Split as Broadcom and TSMC Consider Acquisition
Intel Corporation may be headed for a breakup, with Broadcom and TSMC reportedly exploring separate acquisitions of its design and manufacturing operations. The semiconductor giant's strategic shift comes amid market share losses and manufacturing challenges against key competitors.
Intel Breakup Looms as TSMC and Broadcom Consider Split Acquisition
Tech giants TSMC and Broadcom are exploring potential separate acquisitions of Intel's operations, with Broadcom eyeing chip design while TSMC considers manufacturing facilities. The complex deal faces significant hurdles, including U.S. government concerns over foreign ownership of strategic semiconductor assets.
Nvidia Stock Enters Correction as Broadcom Surges in AI Chip Battle
Nvidia's stock fell deeper into correction territory with a 10% drop from recent highs, while rival Broadcom saw its shares surge 40% after strong earnings. The contrasting performance highlights the intensifying competition in the AI chip market where both companies are key players.
Apple Partners with Broadcom to Develop Custom AI Server Chip
Apple is collaborating with Broadcom to create its first AI-focused server chip codenamed Baltra, aimed at powering cloud-based AI features like Siri and Maps. The project, expected to enter mass production in 2026, marks Apple's strategic move to reduce dependence on Nvidia while strengthening its AI capabilities.