#semiconductor-demand

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#ai-chip-manufacturing #custom-accelerators #hyperscaler-infrastructure #supply-chain-strategy
Tech industry
fromTechzine Global
1 week ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
from24/7 Wall St.
2 months ago

IEMG Is Widely Held, But Is It Still A Buy After 34% Run?

The iShares Core MSCI Emerging Markets ETF ( NYSEARCA:IEMG) delivered a 34% return over the past year, crushing the S&P 500's 18% gain and drawing billions in fresh capital. But after such a run, is this still a buy, or have the easy gains been captured? With $117 billion in assets and a 0.09% expense ratio, IEMG tracks small, mid, and large-cap stocks across developing economies, with heavy concentration in China and Taiwan (nearly 48% combined), plus meaningful allocations to India, South Korea, Saudi Arabia, and Brazil.
Business
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