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Broadcom Slides as AI Backlog, Margins Scrutinized

Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”…

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Broadcom, a chip company vying with Nvidia for AI computing revenue, suffered the worst stock decline in 10 months after its sales outlook for the market failed to meet investors’ lofty expectations. Karl Ackerman, managing director of semiconductors and networking hardware at BNP Paribas, joins Ed Ludlow and Caroline Hyde to discuss on “Bloomberg Tech.”
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5 Comments

5 Comments

  1. @blub-x7w

    December 12, 2025 at 4:51 pm

    backlog of which hardware component? and why is a bnp paribas MD dodging the question immediately?

  2. @blub-x7w

    December 12, 2025 at 4:54 pm

    yeeesh not a good look for semis MD to go in this direction on Bloomberg news. he must know that’s literally playing in the background on many trading floors or sales floors.

  3. @blub-x7w

    December 12, 2025 at 4:55 pm

    maybe the sales floors wouldn’t notice. but yea the traders would.

  4. @blub-x7w

    December 12, 2025 at 4:56 pm

    hmm maybe they have a position they need to get out of without tanking the stock even further in this interview. dang.

  5. @blub-x7w

    December 12, 2025 at 4:58 pm

    during trading hours to. sorry about it.

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Bloomberg Technology

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/2026

Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the…

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Ed Ludlow sits down for an interview with SK Group Chairman Chey Tae-won from the Nasdaq to discuss SK Hynix’s US listing, the biggest-ever by a foreign company. Meanwhile, Bloomberg’s David Gura takes a look at SK Hynix shares as they start trading on the Nasdaq, and dives deeper into the listing’s impact on the rest of the US chip sector.
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SK Chairman Chey Tae-won on SK Hynix Debut, AI Demand and US Plans

Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook…

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Chey Tae-won, chairman of SK Hynix parent SK Group, says they waited a long time to list SK Hynix in the US and calls it a “dream come true.” The head of the South Korean chipmaker talks about raising $26.5 billion in the largest-ever US listing by a foreign company and also discusses the outlook for AI demand and his US investment plans.
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SK Chairman Says He Has ‘Much, Much Bigger’ Plans for US

Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.” ——– Like this video? Subscribe to Bloomberg Technology on YouTube:   Watch the latest full episodes of “Bloomberg Technology” with Caroline Hyde and Ed Ludlow here:   Get…

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Chey Tae-won, chairman of SK Hynix parent SK Group, discusses his plan to invest more money in the US. He speaks with Ed Ludlow on “Bloomberg Tech.”
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