Semiconductor Supply Chain & Technology Export Controls

Chip supply-chain concentration and vulnerabilities, foundry and material dependencies, technology export controls, enforcement, and tech decoupling between major powers.

Broadcom's AI Moat: Allocation Edge Today, Share Erosion Tomorrow

Near-term volume support from prioritized TSMC access versus long-term share loss as Google, Meta, and Nvidia rewire the supply chain

By KAPUALabs

/ 8 Sep 2026

Broadcom: AI Custom Chip Darling or Software Conflict Time Bomb?

Bull case rests on hyperscaler ASIC growth; bear case warns of VMware license flight and Taiwan risk.

By KAPUALabs

/ 9 Jul 2026

Broadcom: AI Custom Chip Darling or Software Conflict Time Bomb?

The US-China Chip War: AI Infrastructure at a Crossroads

How geopolitical decoupling, China's fab buildout, and inference demand reshape Broadcom's growth trajectory.

By KAPUALabs

/ 9 Jun 2026

The US-China Chip War: AI Infrastructure at a Crossroads

Broadcom's AI Supply Chain: Custom Silicon, Networking, and Hidden Risks

A comprehensive analysis of how Broadcom's dual role in custom ASICs and network infrastructure creates both competitive moats and concentration vulnerabilities.

By KAPUALabs

/ 9 Jun 2026