Semiconductor

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ByteDance Taps Qualcomm to Bring Its Own AI Chip to Production — The Third Crack in NVIDIA's Hyperscaler Story

Bloomberg reported May 26 that ByteDance has completed a self-designed AI chip and signed Qualcomm to help take it to mass production — the latest sign that hyperscalers are systematically diluting their dependence on NVIDIA, not abandoning it.

News

BofA Just Raised Its Semiconductor TAM 30% in Four Months — Here's What That Means

Bank of America Securities just bumped its 2026 global semiconductor market forecast from $1.0T to $1.3T — a 30% revision in under four months. Here's the breakdown behind the upgrade and what it means for NVDA, TSM, AVGO, MU, and AMD.