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MediaTek's $5B AI Chip Bet: A Confession About Phones — diagram showing smartphones connected via SerDes and $5 billion data flow to an AI chip manufactured by TSMC, alongside server racks

AI · 07/31/2026

MediaTek’s $5 Billion AI Chip Bet Is Also a Confession About Phones

MediaTek's board approved a $5 billion discretionary financing framework to pivot towards AI data center chips amid falling mobile chip revenues. Although CEO Rick…

4 MIN

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Samsung x Broadcom $200B deal: Sub-2nm SF2 foundry and HBM partnership through 2030, via m1k.tech

AI · 07/27/2026

Samsung’s $200 Billion Broadcom Deal Is the Foundry Stress Test TSMC Should Fear

Broadcom's $200 billion commitment to Samsung's foundry, confirmed by a memorandum of understanding, signifies strong validation of Samsung's technology. This partnership encompasses advanced memory…

3 MIN

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Apple's $30B Broadcom Deal: What Fort Collins Tells Us About the Future of U.S. Silicon — mik.tech article cover

APPLE · 07/16/2026

Apple’s $30 Billion Broadcom Deal: What Fort Collins Tells Us About the Future of U.S. Silicon

Broadcom's $30 billion agreement with Apple, announced on July 7, 2026, ensures the production of custom silicon products through 2031. This commitment enhances Apple's…

7 MIN

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