Broadcom & Western Digital
2 shared events · Importance 3 · Last updated Jun 25, 2026
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Business
Broadcom: Broadcom is mentioned as a popular chipmaker that led infrastructure opportunities, but Western Digital — Sandisk has now 'stolen the show' in the memory sector.
Western Digital: Western Digital divested Western Digital — Sandisk, allowing both companies to focus on their niches. Western Digital's stock has also surged due to strong Q3 fiscal 2026 earnings, a dividend increase, and analyst upgrades, benefiting from AI-driven storage demand for hard disk drives (HDDs).
Apr 20, 2026 · 30 articles
Business
Broadcom: Broadcom, a leading AI chipmaker, reported impressive revenue growth, particularly in its AI segment, and is a key player in custom silicon for hyperscalers.
Western Digital: Western Digital, a storage and memory peer, saw its stock jump following Micron Technology's strong results, benefiting from the overall positive sentiment in the chip market.
May 19, 2026 · 104 articles
NEWSDESK
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