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VanEck Semiconductor ETF Newsroom
Broadcom Joins Nvidia, Tesla in Top Stock Options as Market Cap Hits $1 Trillion
From NVIDIA to Broadcom, a "paradigm shift" in the AI Industry.
As AI large models transition from the pre-training phase to the logical reasoning phase, dedicated chips represented by ASICs may gradually replace general-purpose chips represented by GPUs, becoming the "new favorite" of major AI companies. Analysis suggests that if Broadcom's CEO's predictions about the ASIC market are accurate, the AI Business related to Broadcom's ASICs is expected to achieve annual growth of doubling over the next three years.
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Broadcom Shares Are Trading Higher on Continued Momentum From Last Week After Reporting Better-than-expected Q4 Adjusted EPS and Raising Its Quarterly Dividend. Multiple Analysts Raised Their Price Targets Following the Report.
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Broadcom and MicroStrategy stocks are strengthening before the market opens, with the three major U.S. index futures slightly rebounding | Highlights for tonight.
① NASDAQ 100 Index Futures rose 0.34%; ② Cook has had dinner with Trump; ③ Tesla's lithium refining plant in Texas has officially started production; ④ Taiwan Semiconductor's wafer factory in Japan will begin mass production before the end of the year.
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Are cracks appearing in NVIDIA's empire? Broadcom joins the trillion-dollar club as ASIC is set for the next high-growth track.
① Broadcom recently surged by 24%, reaching a record closing high and becoming the third Global Semiconductor company with a Market Cap exceeding one trillion dollars; ② Compared to traditional chips like CPU and GPU, ASICs have a more targeted computational capability; ③ Brokerages believe that large-scale customers are actively investing in ASICs, which will further expand the market size.
The battle of million GPU computing clusters! Broadcom predicts that three major cloud companies will deploy AI supercomputers with 1 million XPUs in the fiscal year 2027.
Broadcom also expects that by 2027, the serviceable available market (SAM) for AI XPU and networks will reach between 60 billion to 90 billion dollars, and the company is expected to capture a leading share in this market.
What to Expect in the Week Ahead (MU, ACN, FDX Earnings; FOMC Decision)