Broadcom – SemiAnalysis

Qualcomm RFFE Update – $8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM

June 27, 2022June 27, 2022 Dylan Patel 1 Comment

$8B By 2025, 2023 iPhone Modem, WiFi 7 and Filter Socket Competition With Broadcom, $3B Automotive RF TAM

Ayar Labs Broadcom GlobalFoundries Lightmatter Marvell Nvidia PsiQuantum Ranovus Xanadu

GlobalFoundries Fotonix, The Leading Silicon Photonics Foundry For Co-packaged Optics And Processing – Wins At Nvidia, Broadcom, Marvell, Cisco, Macom, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, And Xanadu

March 9, 2022April 6, 2022 Dylan Patel 0 Comments

They have numerous wins at Nvidia, Broadcom, Marvell, Cisco, Macom, Ayar Labs, Lightmatter, PsiQuantum, Ranovus, And Xanadu. In addition they are deeply integrated with the PDK and simulation toolchain with partnerships with Ansys, Cadence, and Synopsys.

AMD Apple Broadcom Intel Logic MediaTek Nvidia Qualcomm

TSMC Wants To Make Intel Dependent On External Manufacturing – Wafer Supply Agreement Insights For AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm

December 22, 2021December 27, 2021 Dylan Patel 0 Comments Intel 20A, Intel 4, Intel 7, Long Term Supply Agreements, N3, N3E, N4, N4P, N5, N5P, N6, N7, Pre-Paid Capacity, Wafer Supply Agreement

People all over semiconductor world have been speculating about the TSMC and Intel deal. SemiAnalysis wants to set the record straight on these. We are going to dive into the details for wafer supply agreements including prepayment terms and capacity agreements for AMD, Apple, Broadcom, Intel, MediaTek, Nvidia, and Qualcomm.