Now Playing
Broadcom's 30% Drop, AMD's 7% Surge & Huawei's 18-Month Chip Pull-Forward
Audio is available on Spreaker — see link below.
Broadcom's AI revenue exploded 236% yet its stock sits 30% below its June peak — here's why markets aren't convinced. Plus AMD leads a sector rebound, Huawei accelerates its Ascend 960DT, and Intel-SK Hynix explore a $19B HBM deal in Ohio.
Audio is available on Spreaker — see link below.
Broadcom's AI revenue just grew two hundred and thirty-six percent year over year, and its stock is down thirty percent from its June peak. That gap is the most important signal in semiconductors right now.
Here's what matters. Markets aren't pricing Broadcom on what it shipped.
Away from Broadcom, AMD moved sharply in the other direction. The stock jumped seven percent on September seventeenth, leading a three-day rebound across semiconductor names.
On the geopolitical side, Huawei moved its Ascend nine-sixty-DT AI chip launch forward from the third quarter of twenty-twenty-seven to the first quarter. That's an eighteen-month acceleration.
Intel and SK Hynix are in exploratory talks about producing advanced high-bandwidth memory at Intel's Ohio facility. The deal structure, whether a lease or a joint venture, remains unresolved.
One quieter result worth flagging: Bull won the EuroHPC contract for the Lumi-AI supercomputer in Finland, beating out HPE. The system uses one thousand two hundred and forty nodes with four thousand nine hundred and sixty AMD MI four-thirty-X GPUs and is expected to deliver ten times the AI performance of the existing Lumi-G partition by the second half of twenty-twenty-seven.
The real test across all of this converges on December ninth. Broadcom's next earnings report is effectively a proof-of-concept moment for its entire deployment narrative.
Chapter summary auto-generated from the verified script. Listen to the full episode for the complete content.