In today's video, I discuss recent updates affecting Broadcom (NASDAQ: AVGO) and other semiconductor companies. To learn more, check out the short video, consider subscribing, and click the special offer link below.

For the first time in several quarters, the broader semiconductor sector is showing early signs of recovery in terms of clearing inventory. Read more here.

Semiconductor stocks face increasing risk in 2025 as tariffs and geopolitical risk rise. I analyze which semiconductors have the highest and lowest exposure to China.

In the new era of semiconductor innovation, artificial intelligence is revolutionizing integrated circuit design through groundbreaking research by Srivatsan Nurani Subramanyam. His pioneering work on Design Rule Check routing convergence represents a major leap in chip manufacturing technology.

The chip maker booked 220% growth in AI semiconductor revenue for the latest fiscal year — and sees future AI sales far greater than that $12.2 billion sum.

Broadcom stock recorded a 13% surge supported by solid Q1 AI projections as well as on the back of strong fourth-quarter earnings performance.

According to Counter Point’s semiconductor revenue tracker, the revenue of semiconductors has risen 17% Year-over-Year (YOY) and has reached $158.2 billion in Q3 2024. The main reason for this growth is AI technologies,

Broadcom stock soared Friday after the company touted its “massive” opportunity in the AI market during a quarterly earnings call the prior evening.

While these tiny chips power everything from microwaves to advanced systems, their real importance lies in artificial intelligence and 5G.

Over the last two years, semiconductor designer Nvidia (NASDAQ: NVDA) has become a household name thanks to its lead position in the artificial intelligence (AI) revolution. Nvidia's deep roster of GPUs has been the biggest spark for the company's rapid ascent to being one of the world's most valuable businesses.