Broadcom secures a $200 billion custom silicon and networking deal with Samsung, solidifying its near-monopoly on AI interconnect and custom ASICs.

Broadcom secures a $200 billion custom silicon and networking deal with Samsung, solidifying its near-monopoly on AI interconnect and custom ASICs.

The Samsung deal cements Broadcom's stranglehold on AI networking (Tomahawk) and custom silicon; raises switching costs for hyperscalers and deepens vendor lock-in.