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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.
Trade pressSlicast · July 29, 2026 at 17:16 UTC · US · Source: Barchart.com
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