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Broadcom–Apple Deal to 2031: How Custom ASIC Chips Reshape AI Infrastructure

Broadcom–Apple Deal to 2031: How Custom ASIC Chips Reshape AI Infrastructure

Broadcom and Apple have extended their custom ASIC chip partnership through 2031, securing approximately 20% of Broadcoms annual revenue base.

Blog Team07/07/2026

Goldman Sachs Raises AMD Price Target to $640: Rethinking Valuations and Market Logic in the AI Chip Sector

Goldman Sachs Raises AMD Price Target to $640: Rethinking Valuations and Market Logic in the AI Chip Sector

This article examines the rationale behind the upward revision, Goldman Sachs’ historical accuracy, the competitive landscape between AMD’s MI series and NVIDIA’s Blackwell, and key beneficiaries across the industry chain. It offers in-depth insights into the AI chip sector for investors.

Blog Team07/07/2026

What Drives VANRY Price? AI Infrastructure, Exchange Risks, and Market Sentiment

What Drives VANRY Price? AI Infrastructure, Exchange Risks, and Market Sentiment

VANRY has rebounded as trading volume rises, but remains in consolidation. Explore how Vanar Chain updates, Google Cloud, Binance risks, and AI infrastructure trends may shape its price.

Dow Jones Surges Past 53,000: How Long Can the AI Chip-Driven Bull Market Last? A Comprehensive Analysis of Growth Drivers and Risks

Dow Jones Surges Past 53,000: How Long Can the AI Chip-Driven Bull Market Last? A Comprehensive Analysis of Growth Drivers and Risks

This article breaks down the sector contributions behind the Dow Jones Industrial Average reaching 53,000 points. It also reviews the Dow’s performance in the three months following previous breakthroughs of major milestones, providing an analysis of both the strength and potential risks as U.S. equities hit new highs.

Blog Team07/07/2026

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Is the Pullback in AI Chip Stocks a Buying Opportunity? Analyzing the Three Key Drivers for Late 2026

Is the Pullback in AI Chip Stocks a Buying Opportunity? Analyzing the Three Key Drivers for Late 2026

Rising storage costs, surging demand for AI inference, and expanding capital expenditures—the next wave of growth is gathering momentum. This article offers an in-depth analysis.

Blog Team07/07/2026

Is the AI Chip Pullback an Opportunity or a Risk? Analyzing Semiconductor Investment Divergence Between JPMorgan and Morgan Stanley

Is the AI Chip Pullback an Opportunity or a Risk? Analyzing Semiconductor Investment Divergence Between JPMorgan and Morgan Stanley

The AI chip sector experienced a sharp correction in early July, with the Philadelphia Semiconductor Index dropping more than 11% over two days.

Blog Team07/07/2026

From AI Chips to Digital Assets: A Comprehensive Analysis of Global Market Winners and Losers in the First Half of 2026

From AI Chips to Digital Assets: A Comprehensive Analysis of Global Market Winners and Losers in the First Half of 2026

A comprehensive review of global market winners and losers.

Blog Team07/07/2026

Semiconductor Stocks Surge 102% in Six Months, Outpacing Bitcoin: Why Will Global Capital Flood Into AI Hardware by 2026?

Semiconductor Stocks Surge 102% in Six Months, Outpacing Bitcoin: Why Will Global Capital Flood Into AI Hardware by 2026?

The article analyzes the global asset divergence and provides an outlook for future market trends.

Blog Team07/07/2026

Samsung Outpaces Nvidia in Quarterly Profits: Where Is the AI-Driven Semiconductor Supercycle Headed?

Samsung Outpaces Nvidia in Quarterly Profits: Where Is the AI-Driven Semiconductor Supercycle Headed?

AI Storage Demand Fuels a Supercycle: How Do Supply Constraints and Capacity Expansion Impact Market Sustainability?

Blog Team07/07/2026