Broadcom introduces Incident Prediction, an AI-based security feature that predicts and prevents cyber attacks, boosting resilience against motivated adversaries.
Trump plans to impose tariffs on imported semiconductors, but promises flexibility. Semiconductor stocks rise, but tariffs may impact demand and revenue.
U.S. stocks surge after Trump hints at trade progress, easing fears of disruption. S&P 500 up 3%, tech-heavy Nasdaq 100 outperforms. Semiconductors lead sector rally.
British chip designer Arm Holdings explored acquiring semiconductor IP supplier Alphawave, but backed out due to discussions with SoftBank and Qualcomm. Arm expects 50% data center CPU market share by 2025 and has been accused of antitrust violations. Its stock is down 0.50% at $106.45 premarket.
Interestingly, Intel is on track to achieving former CEO Pat Gelsinger’s target of reaching the “five nodes in four years” plan as the veteran sought to bring the company back on track.
The surge in Arm's data center presence is fueled by the rapid expansion of artificial intelligence, Mohamed Awad, the company’s infrastructure chief, told Reuters.
Arm Holdings expects data center CPU market share to reach 50% by 2025, with its energy-efficient technology appealing to cloud companies and boosting revenue.
