Samsung and Broadcom announce $200 billion strategic partnership for AI custom silicon (HBM, interconnect, ASICs), expanding beyond Nvidia-dependent models.

Samsung and Broadcom announce $200 billion strategic partnership for AI custom silicon (HBM, interconnect, ASICs), expanding beyond Nvidia-dependent models.

Broadcom positions as Nvidia alternative for networking/compute fabric; Samsung secures major customer; signals shift toward custom silicon for scale-out.