➀ Broadcom's stock surged 24.43% on the last trading day of the US stock market, reaching a market capitalization of 1.05 trillion US dollars;

➁ Broadcom's success is attributed to its aggressive acquisition strategy and cost control under CEO Hock Tan;

➂ Broadcom's focus on AI ASIC and its potential to disrupt the GPU market through custom chips and network technologies.

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.

➀ Broadcom's deal with ByteDance for a custom AI accelerator chip has been canceled.

➁ The cancellation is due to tightened US semiconductor restrictions on China.

➂ Broadcom could face losses of $2B to $3B from the TikTok ban.

➀ Samtec showcased its Si-Fly® HD 224 Gbps PAM4 interconnect technology at DesignCon, collaborating with Broadcom.

➁ The demo featured Broadcom’s 200 Gbps SerDes technology and Samtec’s high-speed cable systems.

➂ The collaboration aims to enhance system performance and open new horizons in multi-channel SerDes technology.

➀ OpenAI is developing its first inference chip in collaboration with Broadcom and TSMC to support its AI systems;

➁ In addition to NVIDIA chips, OpenAI plans to use AMD chips to meet its growing infrastructure needs;

➂ OpenAI has researched various plans to diversify chip supply and reduce costs, including internal design and manufacturing, but has temporarily abandoned this ambitious plan due to high costs and time requirements;

➃ OpenAI has formed a team of about 20 people led by Richard Ho and Thomas Norrie to develop the chip, aiming to launch the first AI chip in 2026;

➄ OpenAI is exploring other parallel solutions and may introduce more partners in the future;

➅ The development of self-developed chips is part of a broader trend among major tech and AI companies to develop dedicated hardware to meet the unique needs of AI workloads.

➀ AT&T accuses Broadcom of raising prices by 1050% and attempting to change the VMware contract;

➁ Broadcom refuses to renew the permanent license support service for AT&T unless AT&T agrees to certain conditions;

➂ These conditions would cause AT&T to lose tens of millions of dollars more than the cost of the support service;

➃ The proposed annual growth rate is 1050%, which is not the expected way of doing business with a strategic partner;

➄ Broadcom's acquisition of VMware and the transition from perpetual license to subscription model have been criticized by many users;

➅ Some users report that the renewal cost has increased by 500% and 600%.