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2026-W19 | 반도체 섹터 | 2026-05-15

Broadcom의 AI ASIC 사업: 7건의 내부자 매수는 무엇을 시사하며, NVIDIA의 AI 지배력에 대한 실질적 위협이 될 수 있는가?

이번 호 딥다이브

도입: 왜 지금 'Custom Silicon'인가?

현재 인공지능(AI) 반도체 시장은 범용 GPU(그래픽 처리 장치)를 중심으로 한 대규모 언어 모델의 '학습(Training)' 단계를 지나, 특정 서비스에 최적화된 '추론(Inference)'이 핵심으로 부상하는 구조적 전환기를 맞고 있습니다 ^{financialcontent.com · 001}. 이 변화의 중심에는 NVIDIA의 상용 GPU와는 다른 길을 걷는 맞춤형 반도체, 즉 'Custom Silicon' 또는 ASIC(주문형 반도체)이 있습니다.

하이퍼스케일러로 불리는 Google, Meta 같은 거대 기술 기업들은 대규모의 추론 워크로드를 처리하며 총소유비용(TCO, Total Cost of Ownership) 절감이라는 절박한 과제에 직면했습니다. 이들의 해답은 자신들의 AI 모델에 완벽하게 맞춰진 전용 칩을 만드는 것이었고, 이 과정에서 최고의 설계 파트너로 떠오른 기업이 바로 Broadcom입니다.

최근 Broadcom 이사회 멤버의 의미 있는 내부자 주식 매수가 발생한 점은 시장의 주목을 받았습니다. 이는 AI 시장의 바로미터인 NVIDIA의 실적 발표를 앞둔 민감한 시점에 나온 신호로, 시장의 표면적인 잡음 너머에 있는 회사의 강력한 수주 파이프라인과 미래에 대한 자신감을 엿볼 수 있는 대목입니다. 이번 리포트는 이 신호를 하나의 단서로 삼아, Broadcom이 주도하는 Custom Silicon 생태계가 NVIDIA의 아성에 어떤 구조적 균열을 내고 있는지 심층 분석합니다.

Broadcom의 AI ASIC 사업 구조 해부

Broadcom이 AI 시장에서 NVIDIA의 대항마로 부상하는 이유는 단순히 칩을 더 싸게 만들기 때문이 아닙니다. 두 회사는 고객 관계, 수익 모델, 리스크 부담 방식에서 근본적으로 다른 철학을 가지고 있습니다.

상용 실리콘 vs. 설계 파트너십 NVIDIA는 '상용 실리콘(Merchant Silicon)' 모델의 전형입니다. 대규모 R&D 비용을 먼저 투입해 범용 GPU를 개발하고, 생산된 재고를 시장에 판매합니다. 성공할 경우 75%가 넘는 높은 매출총이익률을 누리지만, 수요 예측 실패에 따른 재고 및 자본 리스크를 온전히 회사가 부담합니다 ^{thecuberesearch.com · 012}^{intellectia.ai · 014}.

반면 Broadcom은 '설계 파트너십(Design Services)' 모델을 채택했습니다. Google이나 Meta 같은 고객이 자체 AI 모델에 필요한 스펙을 정의해오면, Broadcom은 자사가 보유한 세계 최고 수준의 IP(초고속 데이터 전송 기술 SerDes, 메모리 컨트롤러 등)를 레고 블록처럼 결합해 칩을 공동으로 설계합니다 ^{patsnap.com · 015}.

자본 효율성의 극대화 이 모델의 핵심은 재무적 리스크의 상당 부분을 고객에게 이전하는 것입니다. 고객사는 설계 착수 단계에서 상당한 규모의 NRE(비반복적 엔지니어링) 비용을 Broadcom에 선지급합니다. 이후 TSMC에서의 웨이퍼 생산과 패키징에 드는 수십억 달러의 자본 지출(CapEx) 역시 고객사가 직접 부담합니다 ^{hashrateindex.com · 008}.

그 결과 Broadcom은 극도로 자본 효율적인 사업 구조를 완성했습니다. 실제로 2025년 기준 매출 대비 설비투자 비중은 약 1% 미만에 불과하며, 이를 통해 45%에 달하는 안정적인 영업현금흐름 마진을 창출합니다 ^{seekingalpha.com · 125}^{vertexaisearch.cloud.… · 128}. 물론 이 모델이 모든 위험을 제거하는 것은 아닙니다. Broadcom의 SEC 공식 보고서(Form 10-K)는 수요 예측 실패나 고객사의 주문 변경 시 초과 재고를 떠안을 위험이 여전히 존재한다고 명시하고 있습니다 ^{vertexaisearch.cloud.… · 128}.

정량적 신호: 한 이사의 매수와 그 이면

최근 Broadcom 내부자 거래와 관련해 시장에 퍼진 '7건의 집중 매수' 소문은, SEC 공시를 면밀히 분석한 결과 RSU(양도제한조건부주식) 무상 부여를 매수로 오인한 해프닝으로 확인되었습니다. 하지만 그 속에서 실제 현금을 투입해 자사주를 매입한 단 한 명의 인물이 있었습니다.

과거 EMC의 최고재무책임자(CFO)를 역임했던 이사회 멤버 해리 유(Harry L. You)는 2025년 9월과 12월에 걸쳐 총 155만 달러(약 21억 원) 규모의 자사주를 장내에서 매수했습니다 ^{gurufocus.com · 100}^{investing.com · 101}. 이는 경영진 중 유일한 현금 매수 사례로, 표면적인 악재에도 불구하고 회사의 펀더멘털에 대한 강한 확신을 시사합니다.

이 매수는 OpenAI와의 대규모 AI 칩 프로젝트 파이낸싱이 교착 상태에 빠졌다는 언론 보도가 나온 직후에 이루어졌다는 점에서 특히 주목할 만합니다 ^{finexus.net · 005}^{finexus.net · 006}. 이는 해당 이슈가 회사의 본질적인 성장 동력에 미치는 영향이 제한적이며, 기존 핵심 고객인 Google과 Meta의 차세대 칩 파이프라인이 견고하게 성장하고 있다는 내부자의 판단으로 해석될 수 있습니다.

실제로 Broadcom의 단기 실적은 이러한 자신감을 뒷받침합니다. 회사는 2026년 1분기(FY26 Q1) AI 부문에서 전년 동기 대비 106% 증가한 84억 달러의 매출을 기록했으며, 2분기 가이던스로는 140% 증가한 107억 달러를 제시했습니다 ^{Broadcom IR · 039}^{fool.com · 040}.

기술적 우위와 한계: ASIC vs. GPU

NVIDIA GPU와 Broadcom이 설계하는 ASIC의 관계는 '스위스 아미 나이프'와 '수술용 메스'의 비유로 설명할 수 있습니다. NVIDIA의 H100, B200 같은 GPU는 CUDA라는 강력한 소프트웨어 생태계를 기반으로 거의 모든 종류의 AI 모델 학습에 뛰어난 유연성과 성능을 제공하는 다목적 도구입니다 ^{thecuberesearch.com · 012}^{techoutlet.eu · 016}.

하지만 특정 서비스(예: Google 검색, Meta 추천 알고리즘)를 위해 대규모로 반복 실행되는 추론 단계에서는 유연성이 오히려 비효율을 낳습니다. GPU 내부에는 해당 워크로드에 쓰이지 않으면서 전력만 소모하는 유휴 회로, 이른바 '다크 실리콘(Dark Silicon)'이 존재하기 때문입니다.

ASIC은 오직 하나의 목적, 즉 특정 AI 모델을 가장 효율적으로 실행하기 위해 모든 트랜지스터가 맞춤 설계된 칩입니다 ^{fool.com · 017}. 불필요한 기능을 제거함으로써 칩 크기와 전력 소모를 극적으로 줄여 와트당 성능(Performance-per-watt)을 극대화합니다. 이는 데이터센터의 상당한 전기료와 직결되는 총소유비용(TCO) 관점에서 결정적인 우위를 제공합니다.

실제 사례는 이러한 TCO 격차를 명확히 보여줍니다. 이미지 생성 AI 기업 Midjourney는 운영 비용 절감을 위해 추론 작업을 NVIDIA H100 GPU에서 Google의 맞춤형 칩인 TPU로 이전했습니다. 그 결과, 월간 추론 비용을 210만 달러에서 70만 달러 미만으로 65%나 절감하는 데 성공했습니다 ^{introl.com · 164}^{businessworld.in · 166}. 물론 이러한 비용 절감은 다년 계약과 특정 클라우드 생태계에 종속되는 '벤더 락인(Vendor Lock-in)'이라는 트레이드오프를 동반하지만, 높은 비용 효율성은 하이퍼스케일러들이 상당한 초기 설계 비용을 감수하고서라도 자체 칩을 개발하게 만드는 강력한 동인입니다 ^{xstir.org · 168}.

공급망 전쟁: TSMC 캐파 확보 경쟁

AI 반도체 경쟁의 최종 승패는 설계 능력을 넘어, TSMC의 최첨단 공정(3nm/2nm)과 CoWoS(Chip-on-Wafer-on-Substrate, 여러 칩을 하나의 기판 위에 올리는 첨단 패키징 기술) 생산 능력(Capacity)을 누가 확보하느냐에 달려있습니다 ^{biggo.com · 004}.

이 지점에서 Broadcom은 독특한 전략적 우위를 가집니다. Broadcom은 직접 자본을 투입하지 않으면서도, Google, Meta 등 신용도 최상위 고객들의 수년간의 확정된 주문(현재 약 730억 달러 규모의 수주 잔고)을 지렛대 삼아 TSMC의 캐파를 선점합니다 ^{hashrateindex.com · 008}. TSMC 입장에서도 불확실한 다수의 팹리스보다, 기가와트(GW) 단위의 데이터센터 구축 계획과 연동된 Broadcom의 대규모 주문이 훨씬 안정적입니다.

이 경쟁은 제로섬 게임의 성격을 띱니다. TSMC의 공장 증설 속도는 물리적 한계가 있기에, Broadcom이 Google과 Meta를 위해 확보하는 웨이퍼 한 장은 곧 NVIDIA나 AMD가 사용할 수 있는 웨이퍼 한 장이 줄어듦을 의미합니다 ^{biggo.com · 004}.

더 나아가 Broadcom은 데이터센터 네트워킹 시장의 절대 강자입니다. 특히 상용 이더넷 스위치 ASIC 시장에서 80% 이상의 높은 점유율을 차지하고 있습니다 ^{patsnap.com · 191}^{financialcontent.com · 192}. 하이퍼스케일러는 칩이 아닌 '시스템'을 구매하므로, 연산과 네트워킹 솔루션을 통합 제공할 수 있는 Broadcom에 대한 의존도는 더욱 높아질 수밖에 없습니다.

경쟁 구도: Marvell 그리고 NVIDIA의 대응

Custom Silicon 시장이 커지면서 Broadcom의 독주를 막으려는 경쟁 구도도 구체화되고 있습니다. 하이퍼스케일러들은 과거 NVIDIA에 대한 의존을 줄이기 위해 Broadcom을 택했듯, 이제는 Broadcom에 대한 의존도를 낮추기 위해 제2, 제3의 파트너를 찾고 있습니다.

구조적 2위 사업자, Marvell Marvell Technology는 이 시장의 구조적인 2위 사업자로 부상하며 장기적으로 시장 점유율 20~25%를 목표로 하고 있습니다 ^{Marvell IR · 242}^{Marvell IR · 244}. Amazon(AWS)과 Microsoft를 핵심 고객으로 확보해 연간 15억 달러의 맞춤형 칩 매출을 올리고 있습니다 ^{seekingalpha.com · 302}^{Marvell IR · 304}. 하지만 일각에서는 신규 대형 수주가 부재할 경우 점유율이 2027년 8% 수준까지 하락할 수 있다는 경고도 나옵니다 ^{counterpointresearch.… · 248}. Marvell의 성장은 Broadcom의 아성을 직접 위협하기보다는, 하이퍼스케일러들의 공급망 다변화 전략에 따른 시장 재편의 신호로 해석하는 것이 더 정확합니다.

다크호스의 등장, MediaTek 모바일 AP 강자인 MediaTek은 비용 효율성을 무기로 시장에 진입한 다크호스입니다. 일부 보도에 따르면 MediaTek은 Google의 차세대 추론용 TPU(TPU v8i) 설계를 수주하며 Broadcom 대비 20~30% 저렴한 비용을 경쟁력으로 내세운 것으로 알려져 있습니다 ^{thenextweb.com · 341}^{counterpointresearch.… · 346}.

거인의 대응, NVIDIA 이러한 변화에 NVIDIA 역시 손을 놓고 있지는 않습니다. NVIDIA는 자체적으로 하이퍼스케일러들의 요구에 맞춘 칩을 설계해주는 Custom Silicon 부서를 신설했으며, 동시에 경쟁사인 Marvell에 20억 달러를 전략적으로 투자해 Broadcom을 견제하는 이중 전략을 구사하고 있다는 분석도 제기됩니다 ^SRC-32. 이는 NVIDIA조차 Custom Silicon 시장의 성장을 거스를 수 없는 대세로 인정하고 있음을 보여줍니다.

기업명	추정 시장 점유율	주요 타겟 고객 (하이퍼스케일러)	전략적 차별화 요소
Broadcom	~70%	Google, Meta, OpenAI, Bytedance	초고속 SerDes, 이더넷 스위치 통합, TSMC 최우선 캐파
Marvell	20~25%	Amazon, Microsoft, Google	광통신 및 칩렛 기술, NVIDIA와의 연합 전선
MediaTek	~8%	Google	강력한 원가 경쟁력, 저전력 설계 IP
출처: Bloomberg Intelligence, Counterpoint Research, TrendForce 등 기반 재구성 ^{hashrateindex.com · 008}^{hashrateindex.com · 246}.

다음 분기 체크포인트: 무엇을 주시해야 하는가

Broadcom이 주도하는 Custom Silicon 시장의 부상은 AI 반도체 지형의 근본적인 변화를 예고합니다. NVIDIA의 독점적 지위가 학습 시장에서는 여전히 유효하겠지만, 전체 데이터센터 비용의 더 큰 부분을 차지하는 추론 시장에서는 의미 있는 경쟁이 시작되었습니다.

이러한 구도 변화를 추적하기 위해 앞으로 몇 가지 핵심 지표를 주시해야 합니다. 첫째, 6월 초로 예정된 Broadcom의 실적 발표에서 AI 부문 매출과 다음 분기 가이던스가 시장의 높은 기대를 충족시키거나 뛰어넘을 수 있을지 여부입니다. 특히 Google, Meta 외 제3의 대형 고객 수주 여부가 공개될지가 관전 포인트입니다.

둘째, NVIDIA의 실적 발표 컨퍼런스 콜에서 경영진이 Custom Silicon 경쟁에 대해 어떤 수준의 위협으로 인식하고 있는지, 그리고 이에 대한 구체적인 대응 전략을 어떻게 제시하는지 살펴봐야 합니다. 마지막으로, TSMC의 분기별 실적 발표에서 CoWoS를 포함한 첨단 패키징 캐파 증설 계획과 고객사별 캐파 할당에 대한 미묘한 변화를 감지하는 것이 이 거대한 패권 경쟁의 향방을 가늠하는 데 중요한 단서가 될 것입니다.

본 보고서는 정보 제공 목적이며, 특정 종목의 매수·매도를 권유하지 않습니다. 모든 투자 판단과 책임은 투자자 본인에게 있습니다.

데이터: Finnhub / yfinance

참고 자료

★ 1차 소스 (공식 발표·1차 보도) · · 2차 신뢰 매체 · ○ 기타

[financialcontent.com · 001] ○Nvidia Solidifies AI Dominance with $20 Billion Strategic Acquisition of Groq’s LPU Technology — financialcontent.com

[quiverquant.com · 002] ○Broadcom Stock (AVGO) Opinions on Google TPU Deal Extension — quiverquant.com

[quiverquant.com · 003] ○Broadcom jumps as Meta deepens multi-year custom AI silicon partnership — quiverquant.com

[biggo.com · 004] ○OpenAI's Self-Developed Chip Faces $180 Billion Financing Hurdle from Broadcom; Microsoft's Commitment Becomes Key Variable — biggo.com

[finexus.net · 005] ○Financing Roadblock Stalls Broadcom’s $18 Billion Custom Chip Deal with OpenAI — finexus.net

[finexus.net · 006] ○OpenAI and Broadcom Encounter $18 Billion Financing Hurdle for Custom AI Chip Initiative — finexus.net

[rcrtech.com · 007] ○Meta and Broadcom expand partnership to build multi-generation 2nm AI chips — rcrtech.com

[hashrateindex.com · 008] ○The AI Chip Design Partner Duopoly: Broadcom & Marvell — hashrateindex.com

[finexus.net · 009] ○Broadcom and OpenAI Custom Chip Partnership Stalls Over $18 Billion Financing Hurdle — finexus.net

[finexus.net · 010] ○Broadcom and OpenAI Custom Chip Deal Faces $18 Billion Financing Snag — finexus.net

[jonpeddie.com · 011] ○Broadcom’s $100B custom silicon bet — jonpeddie.com

[thecuberesearch.com · 012] ○Breaking Analysis | Broadcom vs. NVIDIA – Not a Zero Sum Game — thecuberesearch.com

[youtube.com · 013] ○외부 자료

[intellectia.ai · 014] ○외부 자료

[patsnap.com · 015] ○Broadcom vs Marvell AI chip patents: 250+ filings analyzed — patsnap.com

[techoutlet.eu · 016] ○Just a moment... — techoutlet.eu

[fool.com · 017] ○Nvidia vs. Broadcom: Which AI Supercycle Growth Stock Will Make You Richer? — fool.com

[investorplace.com · 018] ○The Rise of Custom AI Chips Is Breaking Nvidia's Grip — investorplace.com

[pedersenandpartners.c… · 019] ○Pedersen & Partners — pedersenandpartners.com

[Tom's Hardware · 020] ·Inside Google — tomshardware.com

[thenextweb.com · 021] ○Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference — thenextweb.com

[wccftech.com · 022] ○Google Splits TPUv8 Strategy Into Two Chips, Handing Broadcom Training and MediaTek Inference Duties — wccftech.com

[thenextweb.com · 023] ○Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme — thenextweb.com

[TechSpot · 024] ○Just a moment... — techspot.com

[Broadcom IR · 025] ★외부 자료

[EE Times · 026] ·외부 자료

[the-decoder.com · 027] ○외부 자료

[finviz.com · 028] ○The Best AI Semiconductor Stock to Buy for 2026, According to Certain Wall Street Analysts (Hint: Not Nvidia or Broadcom) — finviz.com

[heygotrade.com · 029] ○Broadcom vs Marvell: Custom AI Silicon Battle 2026 — heygotrade.com

[fxleaders.com · 030] ○AVGO Stock Gains 4% as OpenAI Financing Gap Tests Broadcom's AI Infrastructure Thesis — fxleaders.com

[marketbeat.com · 031] ○Broadcom Inc. $AVGO Shares Sold by Praxis Investment Management Inc. — marketbeat.com

[247wallst.com · 032] ○Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock — 247wallst.com

[biggo.com · 033] ○Google Teams Up with Marvell to Develop AI Inference Chips, Challenging Nvidia's Dominance — biggo.com

[reddit.com · 034] ○외부 자료

[biggo.com · 035] ○MediaTek Secures Google's 8th-Generation TPU Order, ASIC Revenue Could Hit $10 Billion by 2027 — biggo.com

[siliconanalysts.com · 036] ○AMD vs NVIDIA AI GPU Market Share 2026: MI350X vs B200 Competitive Analysis — siliconanalysts.com

[spear-invest.com · 037] ○Nvidia vs. Broadcom — spear-invest.com

[investing.com · 038] ○Nvidia vs Broadcom Stock Comparison — investing.com

[Broadcom IR · 039] ★외부 자료

[fool.com · 040] ○Broadcom (AVGO) Q1 2026 Earnings Call Transcript — fool.com

[prnewswire.com · 041] ○Broadcom Inc. Announces First Quarter Fiscal Year 2026 Financial Results and Quarterly Dividend — prnewswire.com

[vertexaisearch.cloud.… · 042] ○Document — vertexaisearch.cloud.google.com

[investing.com · 043] ○Just a moment... — investing.com

[mlq.ai · 044] ○Attention Required! — mlq.ai

[financialcontent.com · 045] ○FinancialContent — financialcontent.com

[investing.com · 046] ○Just a moment... — investing.com

[finexus.net · 047] ○OpenAI Faces Financing Hurdles for 18 Billion Dollar Project Nexus Deal with Broadcom — finexus.net

[tikr.com · 048] ○Broadcom Stock Drops After OpenAI Deal Hits a Snag. Is the $100 Billion AI Story Still Intact? — tikr.com

[biggo.com · 049] ○Broadcom Shares Slide 4% as $18 Billion OpenAI Chip Deal Stalls Over Microsoft Financing — biggo.com

[intellectia.ai · 050] ○외부 자료

[stocktwits.com · 051] ○AVGO Stock Drops After Financing Deal With OpenAI For Custom Chips Hits Snag: Report — stocktwits.com

[barchart.com · 052] ○Broadcom Hits a Bottleneck as OpenAI Revenue Concerns Claim Their First Casualty — barchart.com

[investing.com · 053] ○Broadcom Valuation Tests Limits as AI Revenue Targets Stretch Expectations — investing.com

[thestreet.com · 054] ○외부 자료

[hashrateindex.com · 055] ○The AI Chip Design Partner Duopoly: Broadcom & Marvell — hashrateindex.com

[patsnap.com · 056] ○Broadcom vs Marvell AI chip patents: 250+ filings analyzed — patsnap.com

[economy.ac · 057] ○Broadcom tie-up shifts Samsung HBM from performance rivalry to supply competition — economy.ac

[TrendForce · 058] ○[News] HBM Demand from ASICs Reportedly to Surge 80% in 2026, Fueling Samsung–SK hynix–Micron Rivalry — trendforce.com

[procurementpro.com · 059] ○Tariffs and industrial semiconductors in 2026 — procurementpro.com

[chroniclejournal.com · 060] ○User — chroniclejournal.com

[Business Korea · 061] ○Broadcom’s ASIC Demand Increases Expectations for Samsung, SK Hynix — businesskorea.co.kr

[bullfincher.io · 062] ○Broadcom Revenue 2016-2025 — bullfincher.io

[Broadcom IR · 063] ★Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2024 Financial Results and Quarterly Dividend — broadcom.com

[Broadcom IR · 064] ★Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results and Quarterly Dividend — broadcom.com

[Broadcom IR · 065] ★Broadcom Inc. Announces First Quarter Fiscal Year 2025 Financial Results and Quarterly Dividend — broadcom.com

[Broadcom IR · 066] ★외부 자료

[futurumgroup.com · 067] ○Broadcom Q3 FY 2025 Earnings Beat Estimates Amid AI Semi Acceleration — futurumgroup.com

[Broadcom IR · 068] ★외부 자료

[futurumgroup.com · 069] ○Broadcom Q2 FY 2025 Sees Record Revenue, Solid AI and Software Growth — futurumgroup.com

[fool.com · 070] ○Broadcom AVGO Q2 2025 Earnings Call Transcript — fool.com

[futurumgroup.com · 071] ○Broadcom Q1 FY 2025: AI and Software Power 25% Revenue Growth — futurumgroup.com

[seekingalpha.com · 072] ○Access to this page has been denied — seekingalpha.com

[fool.com · 073] ○OpenAI Just Became Broadcom's Newest Chip Customer. Here's Why That's a Massive Deal for 2026. — fool.com

[oplexa.com · 074] ○Custom ASIC Market 2026 Why Hyperscalers Are Ditching NVIDIA — oplexa.com

[thenextweb.com · 075] ○Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme — thenextweb.com

[youtube.com · 076] ○외부 자료

[seekingalpha.com · 077] ○Access to this page has been denied — seekingalpha.com

[tikr.com · 078] ○Broadcom Stock Jumps 5% As Chipmaker Beats Quarterly Expectations And Raises Revenue Guidance — tikr.com

[constellationr.com · 079] ○Broadcom AI revenue surges in fiscal first quarter — constellationr.com

[SEC EDGAR · 080] ★8-K — sec.gov

[openai.com · 081] ○외부 자료

[thestreet.com · 082] ○외부 자료

[fool.com · 083] ○Broadcom vs. Taiwan Semiconductor: Which AI Chip Giant Is the Better Buy Right Now? — fool.com

[247wallst.com · 084] ○Wells Fargo Just Hiked Broadcom Price Target to $545: AI Semi Revenue Running 30-40% Higher Than Expected — 247wallst.com

[fool.com · 085] ○1 Artificial Intelligence Stock That Could Double in 2026 — fool.com

[astutegroup.com · 086] ○Sachs forecasts 82% rise in ASIC-led HBM demand by 2026 as market shifts from GPU dominance — astutegroup.com

[kedglobal.com · 087] ○SK Hynix leads Samsung in customized HBM; lands Nvidia, Microsoft deals — kedglobal.com

[binance.com · 088] ○외부 자료

[enkiai.com · 089] ○Memory Shortage 2026: How AI Will Cause a Supply Crisis — enkiai.com

[utmel.com · 090] ○2026 Semiconductor and Electronic Components Price Trends — utmel.com

[Tom's Hardware · 091] ·Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — tomshardware.com

[medium.com · 092] ○Just a moment... — medium.com

[investing.com · 093] ○3 Companies That Will Profit From Trump’s Semiconductor Tariffs — investing.com

[kavout.com · 094] ○What Do New US AI Chip Export Rules Mean for Nvidia and Broadcom — kavout.com

[astutegroup.com · 095] ○US reworks AI chip export controls, raising uncertainty for global semiconductor supply chains — astutegroup.com

[marketbeat.com · 096] ○Broadcom (NASDAQ:AVGO) Trading 5.5% Higher — marketbeat.com

[robinhood.com · 097] ○Broadcom: AVGO Stock Price Quote & News — robinhood.com

[trefis.com · 098] ○How Broadcom Stock Gained 110% — trefis.com

[secform4.com · 099] ○You Harry L. — secform4.com

[gurufocus.com · 100] ○Just a moment... — gurufocus.com

[investing.com · 101] ○Just a moment... — investing.com

[SEC EDGAR · 102] ★F-4 — sec.gov

[stocktitan.net · 103] ○Broadcom (AVGO) director Harry L. You receives 864-share RSU equity grant — stocktitan.net

[stocktitan.net · 104] ○Broadcom (AVGO) director Kenneth Hao granted 864 RSUs and holds over 1M shares indirectly — stocktitan.net

[stocktitan.net · 105] ○AVGO SEC Filings — stocktitan.net

[SEC EDGAR · 106] ★SEC FORM 4 — sec.gov

[quiverquant.com · 107] ○Broadcom jumps as bullish analyst note reinforces AI-driven earnings optimism — quiverquant.com

[marketbeat.com · 108] ○Broadcom (NASDAQ:AVGO) Shares Unloaded Rep. David Taylor — marketbeat.com

[investing.com · 109] ○Just a moment... — investing.com

[marketbeat.com · 110] ○Broadcom — marketbeat.com

[quiverquant.com · 111] ○Broadcom Inc. ($AVGO) CEO 2025 Pay Revealed — quiverquant.com

[benzinga.com · 112] ○Broadcom Insider Trading Activity — benzinga.com

[quiverquant.com · 113] ○Broadcom jumps as Meta deepens multi-year custom AI silicon partnership — quiverquant.com

[SEC EDGAR · 114] ★DEF 14A — sec.gov

[marketbeat.com · 115] ○Broadcom Inc. $AVGO Shares Purchased by AMI Asset Management Corp — marketbeat.com

[Broadcom IR · 116] ★외부 자료

[quiverquant.com · 117] ○Broadcom Stock (AVGO) Opinions on AI Revenue Surge and Partnerships — quiverquant.com

[simplywall.st · 118] ○Broadcom (BIT:1AVGO) — simplywall.st

[prnewswire.com · 119] ○Broadcom Inc. Announces $10 Billion Share Repurchase Authorization — prnewswire.com

[quiverquant.com · 120] ○Meta and Broadcom Announce Strategic Partnership for Next-Generation 2nm AI Compute Accelerator Expansion — quiverquant.com

[marketbeat.com · 121] ○Broadcom Inc. $AVGO Holdings Reduced by Artemis Investment Management LLP — marketbeat.com

[simplywall.st · 122] ○Broadcom (XTRA:1YD) — simplywall.st

[simplywall.st · 123] ○Broadcom (NasdaqGS:AVGO) Stock Forecast & Analyst Predictions — simplywall.st

[simplywall.st · 124] ○Broadcom (NasdaqGS:AVGO) — simplywall.st

[seekingalpha.com · 125] ○Broadcom: This AI Stock Is Set To Surge From Inference Demand (NASDAQ:AVGO) — seekingalpha.com

[alphaspread.com · 126] ○외부 자료

[thecuberesearch.com · 127] ○Breaking Analysis | Broadcom vs. NVIDIA – Not a Zero Sum Game — thecuberesearch.com

[vertexaisearch.cloud.… · 128] ○Link — vertexaisearch.cloud.google.com

[hashrateindex.com · 129] ○The AI Chip Design Partner Duopoly: Broadcom & Marvell — hashrateindex.com

[stock-analysis-on.net · 130] ○Broadcom Inc. (NASDAQ:AVGO) — stock-analysis-on.net

[finbox.com · 131] ○Just a moment... — finbox.com

[seekingalpha.com · 132] ○Access to this page has been denied — seekingalpha.com

[macrotrends.net · 133] ○Broadcom Cash Flow from Operating Activities 2012-2026 — macrotrends.net

[macrotrends.net · 134] ○Broadcom Research and Development Expenses 2012-2026 — macrotrends.net

[SemiAnalysis · 135] ★Broadcom’s Google TPU Revenue Explosion, Networking Boom, VMWare Integration — semianalysis.com

[investing.com · 136] ○Broadcom Expands AI Position as Custom Silicon and VMware Boost Growth — investing.com

[tradingview.com · 137] ○Why Broadcom’s FY 2025 Results Didn’t Cause a Stock Price Surge — tradingview.com

[thediligencestack.com · 138] ○Custom ASIC Is No Longer One Market — thediligencestack.com

[gurufocus.com · 139] ○Just a moment... — gurufocus.com

[SEC EDGAR · 140] ★Document — sec.gov

[Broadcom IR · 141] ★외부 자료

[prnewswire.com · 142] ○Broadcom Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results and Quarterly Dividend — prnewswire.com

[Forbes · 143] ·Broadcom Plays Defense At VMware Explore 2025 — forbes.com

[avasant.com · 144] ○The Impact of Broadcom's Acquisition of VMware: Pricing and Licensing Changes, and Strategies for Mitigation — avasant.com

[networkworld.com · 145] ○Broadcom’s VMware strategy pays off financially, but customers not as keen as Wall Street — networkworld.com

[mlq.ai · 146] ○Attention Required! — mlq.ai

[ciodive.com · 147] ○외부 자료

[financialcontent.com · 148] ○FinancialContent — financialcontent.com

[chroniclejournal.com · 149] ○User — chroniclejournal.com

[substack.com · 150] ○Broadcom's AI ASIC Dominance: Navigating Hyperscaler Power and Rising Competition — substack.com

[economy.ac · 151] ○Broadcom tie-up shifts Samsung HBM from performance rivalry to supply competition — economy.ac

[TrendForce · 152] ○[News] Samsung Reportedly Clears Broadcom’s HBM3E 8-Hi Prototype Test; NVIDIA 12-Hi Still Pending — trendforce.com

[Business Korea · 153] ○Broadcom’s ASIC Demand Increases Expectations for Samsung, SK Hynix — businesskorea.co.kr

[kedglobal.com · 154] ○SK Hynix leads Samsung in customized HBM; lands Nvidia, Microsoft deals — kedglobal.com

[sedaily.com · 155] ○Broadcom AI Revenue Surges, Opening Door for Samsung HBM Comeback — sedaily.com

[morningstar.com · 156] ○외부 자료

[financecharts.com · 157] ○Captcha Challenge — financecharts.com

[finbox.com · 158] ○Just a moment... — finbox.com

[simplywall.st · 159] ○Broadcom (AVGO) Balance Sheet & Financial Health Metrics — simplywall.st

[finbox.com · 160] ○Just a moment... — finbox.com

[stock-analysis-on.net · 161] ○Broadcom Inc. (NASDAQ:AVGO) — stock-analysis-on.net

[nutanix.com · 162] ○Experts Explore Risks after Broadcom Acquired VMware — nutanix.com

[pymnts.com · 163] ○외부 자료

[introl.com · 164] ○Custom Silicon Inflection 2026 — introl.com

[substack.com · 165] ○GPU vs TPU: The New Economics of AI Compute — substack.com

[businessworld.in · 166] ○403 Forbidden — businessworld.in

[ainewshub.org · 167] ○Nvidia to Google TPU Migration 2025: The $6.32B Inference Cost Crisis — ainewshub.org

[xstir.org · 168] ★TPU — xstir.org

[andrewzuo.com · 169] ○Just a moment... — andrewzuo.com

[sarthakmishra.com · 170] ○AI — sarthakmishra.com

[venturebeat.com · 171] ○Vercel Security Checkpoint — venturebeat.com

[ainewshub.org · 172] ○AI Inference Costs 2025: Why Google TPUs Beat Nvidia GPUs by 4x — ainewshub.org

[byteiota.com · 173] ○AI Inference Costs 2026: The Hidden 15-20x GPU Crisis — byteiota.com

[substack.com · 174] ○The Inference Arbitrage: How Google’s TPUs Are Exploiting Nvidia’s Structural Blind Spot — substack.com

[decodingdiscontinuity… · 175] ○OpenAI at $730 Billion: The Clouds Are Forming — decodingdiscontinuity.com

[medium.com · 176] ○Just a moment... — medium.com

[articsledge.com · 177] ○What is a Tensor Processing Unit (TPU)? Complete Guide — articsledge.com

[introl.com · 178] ○TPU v6e vs GPU: 4x Better AI Performance Per Dollar — introl.com

[introl.com · 179] ○Google TPU vs NVIDIA GPU — introl.com

[byteiota.com · 180] ○Google TorchTPU + Meta Challenge Nvidia's $5T CUDA Lock — byteiota.com

[it-server-room.com · 181] ○NVIDIA vs. Broadcom: Not the Same Kind of AI Chip Company! — it-server-room.com

[medium.com · 182] ○Just a moment... — medium.com

[hashrateindex.com · 183] ○Inside the Custom AI Chip Race: Google, AWS, Microsoft, Meta, OpenAI — hashrateindex.com

[fintrens.com · 184] ○The $250 Billion Shock: How Google Just Shattered Nvidia's AI Monopoly—And Why It Matters for Trading — fintrens.com

[medium.com · 185] ○Just a moment... — medium.com

[substack.com · 186] ○SK Hynix: The Memory Bottleneck Powering the AI Economy — substack.com

[counterpointresearch.… · 187] ○HBM Demand for AI Server Compute ASICs to Grow 35x by 2028 — counterpointresearch.com

[DigiTimes · 188] ○Samsung, SK Hynix lead HBM market, capitalize on Google — digitimes.com

[TrendForce · 189] ○[News] Samsung Reportedly Supplies 60%+ of Google TPU HBM3E, Set to Remain Primary Supplier in 2026 — trendforce.com

[TrendForce · 190] ○[News] Samsung, SK hynix Reportedly Plan ~20% HBM3E Price Hike for 2026 as NVIDIA H200, ASIC Demand Rises — trendforce.com

[patsnap.com · 191] ○Broadcom vs Marvell AI chip patents: 250+ filings analyzed — patsnap.com

[financialcontent.com · 192] ○Broadcom (AVGO): Riding the AI Wave with Strategic Software, But Valuation Demands Vigilance — financialcontent.com

[financialcontent.com · 193] ○The Backbone of the Million-GPU Cluster: Broadcom’s Dominance in the 2026 AI Networking Supercycle — financialcontent.com

[substack.com · 194] ○Broadcom: The Hidden AI Winner — substack.com

[seekingalpha.com · 195] ○Access to this page has been denied — seekingalpha.com

[trefis.com · 196] ○Broadcom (AVGO) — trefis.com

[matrixbcg.com · 197] ○Broadcom SWOT Analysis — matrixbcg.com

[financialcontent.com · 198] ○The Backbone of AI: Broadcom Projects 150% AI Revenue Surge for FY2026 as Networking Dominance Solidifies — financialcontent.com

[Broadcom IR · 199] ★Broadcom Ships Jericho4, Enabling Distributed AI Computing Across Data Centers — broadcom.com

[vitextech.com · 200] ○400G to 800G Upgrade: The Complete AI Data Center Guide — vitextech.com

[siliconangle.com · 201] ○Broadcom vs. Nvidia: Not a zero-sum game — siliconangle.com

[thecuberesearch.com · 202] ○Breaking Analysis | Broadcom vs. NVIDIA – Not a Zero Sum Game — thecuberesearch.com

[comsoc.org · 203] ○HPC networking — comsoc.org

[futuriom.com · 204] ○Broadcom Chip Advances Ethernet for AI — futuriom.com

[650group.com · 205] ○Navigating the Explosion in Data Center Networking Demand — 650group.com

[650group.com · 206] ○Navigating the Explosion in Data Center Networking Demand — 650group.com

[networkworld.com · 207] ○8 hot networking trends for 2026 — networkworld.com

[bitget.com · 208] ○Just a moment... — bitget.com

[portersfiveforce.com · 209] ○What is Competitive Landscape of Broadcom Company? — portersfiveforce.com

[reddit.com · 210] ○외부 자료

[seekingalpha.com · 211] ○Access to this page has been denied — seekingalpha.com

[futurumgroup.com · 212] ○Broadcom Q1 FY 2026 Earnings Driven by XPU Momentum — futurumgroup.com

[techinsights.com · 213] ○Broadcom Tomahawk 6: 102.4 Tbps Ethernet Switch for AI Data Centers — techinsights.com

[Broadcom IR · 214] ★Ethernet Switch Chip — broadcom.com

[Broadcom IR · 215] ★Broadcom Ships Tomahawk 6: World’s First 102.4 Tbps Switch — broadcom.com

[forwardingplane.net · 216] ○Broadcom Jericho 3 Architecture — forwardingplane.net

[storagereview.com · 217] ○Broadcom Ships Tomahawk 6 Switch Series, Unleashing 102.4 Tbps Switching Capacity — storagereview.com

[medium.com · 218] ○Just a moment... — medium.com

[Broadcom IR · 219] ★Ethernet Switches — broadcom.com

[trefis.com · 220] ○Marvell vs. Broadcom: Same AI Stack, 20x Valuation Disparity — trefis.com

[link-pp.com · 221] ○Optical Transceiver Market Price Trends 2026: TCO & Risks-LINK-PP — link-pp.com

[introl.com · 222] ○Fiber optics for data centers: the state of the art in 2025 — introl.com

[Business Korea · 223] ○Broadcom’s ASIC Demand Increases Expectations for Samsung, SK Hynix — businesskorea.co.kr

[cryptorank.io · 224] ○How SK Hynix leapfrogged Samsung in the AI-driven memory race — cryptorank.io

[patsnap.com · 225] ○HBM technology landscape 2026: market and AI demand — patsnap.com

[economy.ac · 226] ○Broadcom tie-up shifts Samsung HBM from performance rivalry to supply competition — economy.ac

[TrendForce · 227] ○[News] Samsung’s Custom HBM4E Design Reportedly Aimed for Mid-2026, Parallels SK hynix and Micron — trendforce.com

[SemiAnalysis · 228] ★NVIDIA & Broadcom CPO, HBM4 & LPDDR6, TSMC Active LSI, Logic-Based SRAM, UCIe-S and More — semianalysis.com

[reddit.com · 229] ○외부 자료

[Tom's Hardware · 230] ·Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — tomshardware.com

[investing.com · 231] ○3 Companies That Will Profit From Trump’s Semiconductor Tariffs — investing.com

[cio.com · 232] ○Trump’s semiconductor tariffs threaten CIO budgets with up to 80% cost surge — cio.com

[seekingalpha.com · 233] ○Access to this page has been denied — seekingalpha.com

[qz.com · 234] ○외부 자료

[youtube.com · 235] ○외부 자료

[tecex.com · 236] ○How US Tariffs Are Shaping Tech Trade in 2025 and 2026 — tecex.com

[creditsights.com · 237] ○Technology: Hyperscaler Capex 2026 Estimates — creditsights.com

[futurumgroup.com · 238] ○AI Capex 2026: The $690B Infrastructure Sprint — futurumgroup.com

[allianz.com · 239] ○Just a moment... — allianz.com

[mufgamericas.com · 240] ○외부 자료

[Business Insider · 241] ·A top economist says the AI-led borrowing frenzy could end up driving interest rates higher — businessinsider.com

[Marvell IR · 242] ★May 1, 2025 - DEF 14A: Definitive proxy statements — marvell.com

[fool.com · 243] ○Marvell Technology (MRVL) Q1 2025 Earnings Call Transcript — fool.com

[Marvell IR · 244] ★외부 자료

[Bloomberg · 245] ★Are you a robot? — bloomberg.com

[hashrateindex.com · 246] ○The AI Chip Design Partner Duopoly: Broadcom & Marvell — hashrateindex.com

[hashrateindex.com · 247] ○AI ASICs Explained: A Complete Guide — hashrateindex.com

[counterpointresearch.… · 248] ○AI Server Compute ASIC Shipments to Triple by 2027 as Custom Silicon Enters Hyper-Growth Phase — counterpointresearch.com

[creating-nanotech.com · 249] ○CREATING NANO TECHNOLOGIES INC. — creating-nanotech.com

[SemiAnalysis · 250] ★Marvell's Vision — semianalysis.com

[webull.com · 251] ○Marvell Could See AI Revenue Double By 2028 Thanks To New Tech Deal: Analysts — webull.com

[barrack.ai · 252] ○The 2026 GPU Memory Crisis: What the Data Actually Shows — barrack.ai

[hashrateindex.com · 253] ○Inside the Custom AI Chip Race: Google, AWS, Microsoft, Meta, OpenAI — hashrateindex.com

[매일경제 · 254] ○[Exclusive] SK hynix to be sole supplier of HBM3E for Microsoft’s next-generation AI chip — mk.co.kr

[introl.com · 255] ○Meta's $100B AMD Deal Shatters NVIDIA's GPU Monopoly — introl.com

[TrendForce · 256] ○[News] Microsoft Unveils Maia 200 AI Chip on TSMC 3nm; SK hynix Reportedly Sole HBM3E Supplier — trendforce.com

[Korea Herald · 257] ○AI chip race shifts to memory, boosting Samsung, SK hynix — koreaherald.com

[patsnap.com · 258] ○Broadcom vs Marvell AI chip patents: 250+ filings analyzed — patsnap.com

[intellectia.ai · 259] ○외부 자료

[Forbes · 260] ·Marvell Stock Or Broadcom -- A Look At Valuation — forbes.com

[heygotrade.com · 261] ○Broadcom vs Marvell: Custom AI Silicon Battle 2026 — heygotrade.com

[trefis.com · 262] ○Marvell vs. Broadcom: Same AI Stack, 20x Valuation Disparity — trefis.com

[simplywall.st · 263] ○MRVL: Accelerating Custom AI Silicon Supercycle and 1.6T Optical Interconnect Inflection Point Drive >50% Data Center Growth — simplywall.st

[heygotrade.com · 264] ○Marvell Technology (MRVL): The Custom AI Silicon Story Beyond NVDA and AVGO — heygotrade.com

[seekingalpha.com · 265] ○Access to this page has been denied — seekingalpha.com

[fool.com · 266] ○Marvell Technology (MRVL) Q4 2025 Earnings Call Transcript — fool.com

[benzinga.com · 267] ○Marvell CEO Says AI Bookings Are 'On Fire'—Analyst Sees Massive Upside — benzinga.com

[morningstar.com · 268] ○외부 자료

[tickeron.com · 269] ○외부 자료

[trefis.com · 270] ○Marvell Technology (MRVL) — trefis.com

[Marvell IR · 271] ★Access Denied — marvell.com

[substack.com · 272] ○Portrait Weekly Framing: Marvell's $94B Data Center Vision — substack.com

[Marvell IR · 273] ★Access Denied — marvell.com

[investing.com · 274] ○Just a moment... — investing.com

[moomoo.com · 275] ○Document — moomoo.com

[247wallst.com · 276] ○Marvell's AI Tailwinds Are Heating Up. Is It Time to Buy the Breakout? — 247wallst.com

[Tom's Hardware · 277] ·Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — tomshardware.com

[Marvell IR · 278] ★Access Denied — marvell.com

[matrixbcg.com · 279] ○PESTLE Analysis of Marvell Technology — matrixbcg.com

[thestreet.com · 280] ○December Monthly Roundup: A Year of Ups and Downs, Volatility — And Big Profits — thestreet.com

[techpowerup.com · 281] ○TechPowerUp — techpowerup.com

[Marvell IR · 282] ★Access Denied — marvell.com

[Marvell IR · 283] ★Access Denied — marvell.com

[design-reuse.com · 284] ○Marvell partners with Micron, Samsung, and SK hynix on custom HBM — design-reuse.com

[Marvell IR · 285] ★Access Denied — marvell.com

[Business Korea · 286] ○SK Hynix to Exclusively Supply HBM to Microsoft’s Proprietary AI Chip — businesskorea.co.kr

[smbom.com · 287] ○SK hynix Powers Microsoft Maia 200 with HBM3E — smbom.com

[substack.com · 288] ○SK Hynix: The Memory Bottleneck Powering the AI Economy — substack.com

[TrendForce · 289] ○[News] HBM Demand from ASICs Reportedly to Surge 80% in 2026, Fueling Samsung–SK hynix–Micron Rivalry — trendforce.com

[DigiTimes · 290] ○SK Hynix says HBM3E to dominate memory in 2026 as HBM4 ramps up — digitimes.com

[medium.com · 291] ○Just a moment... — medium.com

[substack.com · 292] ○Uncut Gems: A Cantor Fitzgerald Trade — substack.com

[economy.ac · 293] ○Surging AI Demand Drives TSMC’s Node Expansion — economy.ac

[dataintelo.com · 294] ○Advanced Node Foundry Market Research Report 2034 — dataintelo.com

[DigiTimes · 295] ○AI GPU drives ASIC opportunities amid Broadcom, Marvell rivalry — digitimes.com

[portersfiveforce.com · 296] ○What is Competitive Landscape of Marvell Technology Company? — portersfiveforce.com

[citriniresearch.com · 297] ○Semis Memo: Supply Chain Inheritance — citriniresearch.com

[247wallst.com · 298] ○Why Google's TPU Talks Just Made Marvell Technology a Must-Buy AI Stock — 247wallst.com

[tipranks.com · 299] ○Just a moment... — tipranks.com

[futunn.com · 300] ○Document — futunn.com

[dwarkesh.com · 301] ○Deep dive on the 3 big bottlenecks to scaling AI compute — dwarkesh.com

[seekingalpha.com · 302] ○Access to this page has been denied — seekingalpha.com

[fool.com · 303] ○Marvell (MRVL) Q4 2026 Earnings Call Transcript — fool.com

[Marvell IR · 304] ★Marvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2026 Financial Results — marvell.com

[alphaspread.com · 305] ○MRVL Q4-2026 Earnings Call — alphaspread.com

[hashrateindex.com · 306] ○The AI Chip Design Partner Duopoly: Broadcom & Marvell — hashrateindex.com

[patsnap.com · 307] ○Broadcom vs Marvell AI chip patents: 250+ filings analyzed — patsnap.com

[thenextweb.com · 308] ○Google in talks with Marvell Technology to build new AI inference chips alongside Broadcom TPU programme — thenextweb.com

[benzinga.com · 309] ○Google Teams Up With Marvell Technology To Build New AI Chips, Invests Heavily In TPU Strategy Amid Nvidi — benzinga.com

[marketscreener.com · 310] ○Marvell shares gain on report of deal talks with Google to develop two AI chips — marketscreener.com

[promptgoblins.ai · 311] ○The fastest way to keep up with AI — promptgoblins.ai

[substack.com · 312] ○Hot Chips 2025: Irrational Recap — substack.com

[seekingalpha.com · 313] ○Access to this page has been denied — seekingalpha.com

[SemiAnalysis · 314] ★AWS Trainium3 Deep Dive — semianalysis.com

[counterpointresearch.… · 315] ○AI Server Compute ASIC Shipments to Triple by 2027 as Custom Silicon Enters Hyper-Growth Phase — counterpointresearch.com

[heygotrade.com · 316] ○Broadcom vs Marvell: Custom AI Silicon Battle 2026 — heygotrade.com

[substack.com · 317] ○The AI Compute Stack: How Hyperscalers Tie Into GPUs, ASICs, and CPUs — substack.com

[reddit.com · 318] ○외부 자료

[fool.com · 319] ○Long form Interview with Dylan Patel (Semiconductor analysis: Nvidia) — fool.com

[Tom's Hardware · 320] ·Why Nvidia just poured $2 billion into AI ASIC competitor Marvell — tomshardware.com

[SEC EDGAR · 321] ★XBRL Viewer — sec.gov

[fool.com · 322] ○Marvell Technology vs. Broadcom: Which Custom AI Chip Stock Has More Upside? — fool.com

[letsdatascience.com · 323] ○Google Expands TPU Supply Chain With Marvell Partnership — letsdatascience.com

[news.az · 324] ○Google and Marvell in talks to co-develop custom AI inference chips — news.az

[mlq.ai · 325] ○Attention Required! — mlq.ai

[longbridge.com · 326] ○MRVL: ASIC card miss; wins back AI with interconnect. — longbridge.com

[seekingalpha.com · 327] ○Access to this page has been denied — seekingalpha.com

[comsoc.org · 328] ○IEEE ComSoc Technology Blog — comsoc.org

[reddit.com · 329] ○외부 자료

[EE Times · 330] ·외부 자료

[Business Korea · 331] ○Semiconductor Giants Samsung and SK Hynix Set to Dominate Custom HBM Market — businesskorea.co.kr

[sixfivemedia.com · 332] ○How Custom HBM is Shaping AI Chip Technology — sixfivemedia.com

[servethehome.com · 333] ○Marvell Custom HBM Compute Architecture for Custom Hyper-Scale XPUs — servethehome.com

[EE Times · 334] ·외부 자료

[Marvell IR · 335] ★Access Denied — marvell.com

[Marvell IR · 336] ★Access Denied — marvell.com

[design-reuse.com · 337] ○Marvell partners with Micron, Samsung, and SK hynix on custom HBM — design-reuse.com

[Marvell IR · 338] ★Access Denied — marvell.com

[kedglobal.com · 339] ○SK Hynix leads Samsung in customized HBM; lands Nvidia, Microsoft deals — kedglobal.com

[financialcontent.com · 340] ○HBM4 Memory Wars: Samsung and SK Hynix Face Off in the Race to Power Next-Gen AI — financialcontent.com

[thenextweb.com · 341] ○Google assembles four-partner chip supply chain with Broadcom, MediaTek, Marvell to challenge Nvidia in inference — thenextweb.com

[biggo.com · 342] ○MediaTek ASIC Revenue Doubles, Igniting Two-Day Limit-Up Surge; Foreign Brokers Call NT$5,000 Target as Market Cap Tops NT$5 Trillion — biggo.com

[Tom's Hardware · 343] ·Inside Google — tomshardware.com

[implicator.ai · 344] ○Google splits TPU 8t and TPU 8i to chase Nvidia on inference — implicator.ai

[itiger.com · 345] ○MediaTek Projected to Capture 26% Share of Global AI Server Computing ASIC Shipments by 2028 — itiger.com

[counterpointresearch.… · 346] ○MediaTek to Contribute 1 in 4 AI ASIC Server Compute Shipments in 2028 — counterpointresearch.com

[mediatek.com · 347] ○외부 자료

[gurufocus.com · 348] ○Just a moment... — gurufocus.com

[stocktitan.net · 349] ○Broadcom (NASDAQ: AVGO) expands Google, Anthropic AI TPU and networking deals — stocktitan.net

[sahmcapital.com · 350] ○Broadcom signs long-term deal to develop and supply custom TPUs for Google — sahmcapital.com

[reddit.com · 351] ○외부 자료

[oplexa.com · 352] ○Broadcom Google TPU Deal 2026: The $46B AI Contract — oplexa.com

[wccftech.com · 353] ○Google Splits TPUv8 Strategy Into Two Chips, Handing Broadcom Training and MediaTek Inference Duties — wccftech.com

[pressplay.cc · 354] ○Morgan Stanley 深度解析：2026 AI 基礎設施的全面重構與算力 — pressplay.cc

[biggo.com · 355] ○MediaTek Soars to Record High: Google TPU Bonanza Spurs ASIC to Challenge Mobile Chips Within Three Years — biggo.com

[dev.to · 356] ○Vibes Don't Scale: Why "Agentic Plumbing" is the Future of Production AI — dev.to

[dev.to · 357] ○Google Cloud Next26:Securing AI — dev.to

[morningstar.com · 358] ○외부 자료

[servethehome.com · 359] ○Google TPU 8i for Inference and TPU 8t for Training Announced — servethehome.com

[i-scoop.eu · 360] ○Inside Google's TPU 8t and TPU 8i, the silicon built for the agentic era — i-scoop.eu

[google.com · 361] ○TPU 8t and TPU 8i technical deep dive — google.com

[storagereview.com · 362] ○Google Announces TPU 8t Sunfish and TPU 8i Zebrafish — storagereview.com

[techi.com · 363] ○Google Unveils TPU 8t and TPU 8i: Direct Shot at Nvidia AI Chip Monopoly — techi.com

[morningstar.com · 364] ○외부 자료

[siliconrepublic.com · 365] ○Anthropic, Google, Broadcom announce 3.5GW TPU deal — siliconrepublic.com

[trefis.com · 366] ○Marvell vs. Broadcom: Same AI Stack, 20x Valuation Disparity — trefis.com

[조선일보 · 367] ○Google's TPU Shakes NVIDIA's HBM Dominance — chosun.com

[동아일보 · 368] ○Google TPU Surge Boosts Samsung, SK HBM Demand — donga.com

[Korea Herald · 369] ○Google's AI chip push spurs hope for Samsung, SK hynix — koreaherald.com

[softwareseni.com · 370] ○Samsung SK Hynix Micron and the Hyperscalers Who Locked Up All the Memory — softwareseni.com

[TrendForce · 371] ○[News] Samsung HBM4 Reportedly Beats Expectations in Broadcom Test, Set to Lead 2026 Google TPU Supply — trendforce.com

[Business Korea · 372] ○Samsung’s HBM4 Earns Top Scores in Google TPU Tests — businesskorea.co.kr

[Tom's Hardware · 373] ·Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — tomshardware.com

[biggo.com · 374] ○"TSMC 2nm" Related News — biggo.com

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