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Qualcomm Investor Preview: Can the AI Platform Transformation Justify a 23x PE Revaluation?

Qualcomm Investor Preview: Can the AI Platform Transformation Justify a 23x PE Revaluation?

This article offers an in-depth analysis of QCOM’s stock performance, progress with major ASIC clients, the roadmap for 6G and Physical AI, and the trading advantages of the Gate platform.

Blog Team06/23/2026

AI Giants Face Dual Pressures: Rubin Delays and Debt Financing Reshape NVIDIA’s Growth Strategy

AI Giants Face Dual Pressures: Rubin Delays and Debt Financing Reshape NVIDIA’s Growth Strategy

A Deep Dive into NVIDIA’s Key Variables for 2026: Technical and Supply Chain Causes Behind Rubin Platform Delays, Strategic Rationale for $25 Billion Debt Financing, Shifts in the ASIC Competitive Landscape, and the Unique Advantages of Gate’s Stock Trading Services

Blog Team06/22/2026

Broadcom AI Guidance Falls Short of Expectations, Triggering Pullback: ASIC Growth Outpacing GPUs as AI Compute Enters a Structural Transition Cycle

Broadcom AI Guidance Falls Short of Expectations, Triggering Pullback: ASIC Growth Outpacing GPUs as AI Compute Enters a Structural Transition Cycle

ASIC growth surges 44.6%, far outpacing GPUs—custom chips emerge as the new industry focus. Gate now offers over 10,000 stocks, enabling one-click access to US equities.

Blog Team06/12/2026

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

Broadcom AI Chip Analysis: AVGO Sell-Off After Earnings Beat — ASIC vs GPU Repricing and NVDA/MRVL Competition

A Comprehensive Analysis of Broadcom’s Q2 Earnings, Market Reaction to Underwhelming AI Chip Guidance, Core Differentiators Between Its GPU and ASIC Strategies Versus NVDA/MRVL, and the Data-Driven Logic Behind Capital Rotation Between Crypto and AI Sectors

Blog Team06/08/2026

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The Age of AI Custom Chips: Can MRVL Become the Next Trillion-Dollar Company Amid the ASIC vs. GPU Co-Evolution?

The Age of AI Custom Chips: Can MRVL Become the Next Trillion-Dollar Company Amid the ASIC vs. GPU Co-Evolution?

In-depth Analysis: Why AI-Specific ASICs Are Becoming the New Choice for Tech Giants Over GPUs—Is MRVL a Challenger or a Collaborator?

Blog Team06/08/2026

Marvell’s $1 Billion AI ASIC Revenue Target for 2029: Growth Trajectory and Competitive Risk Analysis

Marvell’s $1 Billion AI ASIC Revenue Target for 2029: Growth Trajectory and Competitive Risk Analysis

This article evaluates Marvell’s growth strategy and risk exposure from three perspectives: order visibility, capacity pathways, and competitive landscape.

Blog Team06/05/2026

From Broadcom to Marvell: How Google’s In-House Chip Development Is Reshaping the ASIC Duopoly

From Broadcom to Marvell: How Google’s In-House Chip Development Is Reshaping the ASIC Duopoly

Broadcom’s Record Earnings Trigger a 14%+ Plunge—What’s Behind the Drop? This article unpacks the "expectation gap" trap, examines the impact of Google’s in-house chip development, analyzes Macquarie’s downgrade rationale, and explores the evolving dynamics of the ASIC duopoly.

Blog Team06/05/2026

AI Sector Divergence After Broadcom's Earnings: The Custom ASIC vs. GPU Business Model Battle and Valuation Reset

AI Sector Divergence After Broadcom's Earnings: The Custom ASIC vs. GPU Business Model Battle and Valuation Reset

This article analyzes the business model differences between custom ASICs and general-purpose GPUs, and decodes AVGOs valuation compression logic along with the risk of Googles internalization.

Blog Team06/05/2026

Why Did Broadcom (AVGO) Stock Drop Over 12% in a Single Day? A Full-Dimensional Analysis from Earnings Data to ASIC Competitive Landscape

Why Did Broadcom (AVGO) Stock Drop Over 12% in a Single Day? A Full-Dimensional Analysis from Earnings Data to ASIC Competitive Landscape

Broadcoms stock plunged over 12% in a single day after its earnings report, as its AI chip revenue guidance fell short of the markets extreme expectations.

Blog Team06/05/2026