Broadcom

Broadcom delivers semiconductors and infrastructure software for global enterprises’ most complex, mission-critical needs.

Broadcom introduces VMware HyperArmor, a hypervisor security product for VMware Cloud Foundation that protects ESX hosts while administrators test and deploy patches. It combines host-level virtual patching, controls on executable programs and scripts, and multifactor authentication for remote SSH access; Broadcom says it operates without host reboots, software upgrades, or agents inside guest virtual machines. HyperArmor supports ESX 8.x and later, complements vDefend and Avi, and is sold through Broadcom and its partners, with pricing undisclosed.

Oct 2026 · SiliconANGLENews article

Samsung, SK Hynix, and Micron shares fall as a global chip sell-off deepens after Broadcom’s CEO compares AI investing to a casino. Samsung declines as much as 8.8%, SK Hynix 9.2%, and Micron 4%, while drops in Samsung and SK Hynix drag South Korea’s Kospi sharply lower as investors fret over the scale of AI investment.

Oct 2026 · Financial TimesNews article

Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan identify access to capital and its cost as major challenges for the AI industry. Hock Tan says data center chip shortages may ease by 2028 or 2029, though the gap between computing demand and supply could persist into 2030; he also notes that AI labs rely heavily on pilot projects and face steep model-training costs. Lip-Bu Tan says open-source models can improve efficiency, while Hock Tan urges AI labs to win customers that see returns on inference spending.

Oct 2026 · SiliconANGLENews article

Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warn that financing may become a major constraint on AI infrastructure expansion. They say rising capital costs and uncertainty about returns could complicate data center and chip investments, even as demand for computing capacity exceeds supply. Hock Tan expects some supply bottlenecks to ease, while both executives say long-term growth depends on AI adoption and measurable economic benefits.

Oct 2026 · CNBC TechNews article