Yazılar

Broadcom Names Alphabet Executive Amie Thuener as CFO

/in /tarafından

Broadcom has appointed Amie Thuener as its next chief financial officer, effective June 12, replacing current CFO Kirsten Spears.

Thuener currently serves as vice president, corporate controller and chief accounting officer at Alphabet Inc.. She brings extensive experience in financial reporting, corporate governance and AI-related transactions, having also previously worked at PricewaterhouseCoopers.

Broadcom CEO Hock Tan highlighted Thuener’s background in managing complex global operations as a key factor in her appointment.

Outgoing CFO Kirsten Spears, who has held the role since 2020, will remain as an advisor for nine months to ensure a smooth transition. During her tenure, Broadcom completed major strategic moves, including the $69 billion acquisition of VMware.

Broadcom continues to expand its role in the artificial intelligence ecosystem, working with partners such as Google and OpenAI on custom chip development. The company recently projected its AI-related chip revenue could exceed $100 billion next year, driven by strong demand despite ongoing supply chain constraints.

Broadcom Targets 3D Chip Sales

/in /tarafından

Broadcom expects to sell at least one million advanced stacked chips by 2027, signaling a major step forward in its AI hardware strategy.

The company’s technology combines multiple silicon layers into a single integrated unit, improving performance and energy efficiency for high-demand computing tasks.

Early engineering samples are already being tested by partners, with broader production planned in the coming years. The design enables greater data flow between components, supporting increasingly complex AI workloads.

Broadcom’s approach also allows flexibility in manufacturing processes, helping customers tailor chip performance to specific needs.

The initiative is expected to open a substantial new revenue stream while strengthening the company’s position in the competitive AI semiconductor landscape.

TSMC lifts full-year revenue forecast on soaring AI demand

/in /tarafından

Taiwan Semiconductor Manufacturing Co (TSMC) raised its full-year revenue forecast on Thursday, signaling confidence in the ongoing AI megatrend after posting record quarterly profits that beat expectations.

The world’s largest contract chipmaker now expects mid-30% revenue growth in 2025, up from its previous forecast of around 30%. The company cited booming demand for AI chips, which continues to exceed earlier projections.

“AI demand actually continues to be very strong — stronger than we thought three months ago,” CEO C.C. Wei told investors. “We are also receiving very strong signals from our customers requesting capacity to support their business.”

TSMC reported a 39.1% rise in third-quarter net profit to T$452.3 billion ($14.76 billion), surpassing analysts’ estimates of T$417.7 billion, according to LSEG SmartEstimate data. The company said it remains “prudent” in planning for 2026 amid global trade uncertainty.

The Taiwanese chipmaker supplies giants such as Apple, Nvidia, AMD, and Broadcom, all of whom are expanding their investments in AI-driven data centers. Recent multi-billion-dollar partnerships between OpenAI, chipmakers, and infrastructure providers have reinforced expectations of sustained semiconductor demand.

Despite trade tensions and U.S. tariffs, Wei said he remained optimistic: “Even if the China market was not available, AI’s growth will still be very dramatic.”

TSMC’s shares have risen 38% in 2025, outpacing Taiwan’s broader market, reflecting investor confidence that the company remains central to the global AI hardware boom.