Broadcom vs Harmonic

Broadcom CEO dismisses Anthropic slowdown push, AI revenue targets firm

Broadcom CEO Hock Tan said on CNBC's Mad Money that the debate over a potential slowdown in frontier AI model development, sparked by Anthropic CEO Dario Amodei's weekend essay, has not changed the company's AI revenue targets for fiscal 2027 and 2028. Tan reaffirmed forecasts of $115 billion in AI semiconductor revenue for fiscal 2027 and $230 billion for fiscal 2028. He noted strong demand for inference computing and said Anthropic is on track to become Broadcom's largest custom chip customer in 2027 and 2028. Tan agreed with Amodei on the need for AI safeguards but compared AI's potential to the Industrial Revolution, emphasizing its value creation. The comments come amid investor concerns, reflected in a 4.8% drop in Broadcom shares and a 5.6% decline in the semiconductor ETF.

• Broadcom CEO Hock Tan says AI revenue targets for fiscal 2027 ($115B) and 2028 ($230B) remain unchanged.
• Tan stated on Mad Money that demand for compute infrastructure and inference remains strong and durable.
• Anthropic CEO Dario Amodei's weekend essay advocating for AI slowdown rattled investors, causing Broadcom shares to fall 4.8%.

TSMC August revenue surges 53% to record high

Taiwan Semiconductor Manufacturing Co. (TSMC) reported record revenue for August 2026, driven by strong demand for AI chips. Revenue hit NT$514.8 billion ($16.35 billion), up 53.3% year-over-year and 10.1% from July, marking the fourth consecutive month of growth. TSMC's dominance in the global foundry market continued with a 72.5% share in Q2, per TrendForce, and its advanced chip capacity is fully utilized due to AI server demand. The growth was attributed to 'extraordinarily robust' AI demand from key customers such as Nvidia, Broadcom, AMD, and Apple. Additionally, TSMC announced plans to adopt ASML's High-NA EUV technology for advanced nodes starting in 2030, collaborating to advance chip production for complex AI architectures.

• TSMC's August 2026 revenue hit NT$514.8 billion ($16.35 billion), up 53.3% year-over-year and 10.1% from July.
• This marked the fourth consecutive month of revenue growth.
• TSMC holds a 72.5% global market share in foundry services, per TrendForce.

Marvell CEO Says Trust Drives 241% Stock Surge

Marvell Technology CEO Matt Murphy credited trust with major technology companies for the chipmaker's 241% share price surge over the past year. In an interview with CNBC's Jim Cramer, Murphy highlighted Marvell's role as a neutral supplier ("Switzerland") in the AI ecosystem, providing custom silicon to all four major U.S. hyperscalers and optical connectivity products across the industry. The company announced partnerships with Nvidia in March and Google in August, and expects data center revenue to grow 60% in fiscal 2027. Murphy dismissed concerns about competition from Qualcomm's recent deal with Amazon.

• Marvell shares rose 241% over the past 12 months.
• Marvell signed a multi-year technology supply agreement with Google in August.
• Marvell partnered with Nvidia in March.

Harmonic Unveils cOS SensAI Intelligence Fabric for Broadband Operations

New Vendor-Agnostic Broadband Intelligence Fabric Reduces Operational Complexity and Improves Service Quality for Broadband Service Providers. SAN JOSE, Calif. — Sept. 8, 2026 — Harmonic (NASDAQ: HLIT) announced the launch of cOS SensAI, a vendor-agnostic intelligence fabric for broadband operations.

Harmonic launches cOS SensAI intelligence infrastructure for broadband

Harmonic, a leading provider of virtualized broadband solutions, has announced the launch of cOS SensAI, a vendor-agnostic, software-driven intelligence infrastructure for broadband operations. SensAI aggregates heterogeneous data from various network sources into a unified information layer, transforming complex operational data into actionable insights. This enables broadband service providers to proactively manage operations, improve customer experiences, and increase Net Promoter Scores. The solution is already being piloted by leading broadband operators like Hotwire Communications and GCI. Analysys Mason estimates the total addressable market for SensAI at approximately $2.2 billion per year for Tier-2 and smaller broadband providers. Harmonic will showcase SensAI at Connected Britain and SCTE TechExpo in September.

• Harmonic introduced cOS SensAI, a vendor-agnostic intelligence infrastructure for broadband networks.
• cOS SensAI integrates data from multiple sources into a unified information layer for actionable insights.
• The solution is being used by Hotwire Communications and GCI to improve operational efficiency.