Broadcom XPU Thoughts, Siri on Cloud (vs. PCC), Energy S/D (Good Read), & More—Headline Review (Semis & IT Hardware)

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Broadcom XPU Thoughts, Siri on Cloud (vs. PCC), Energy S/D (Good Read), & More—Headline Review (Semis & IT Hardware)

Broadcom XPU Thoughts, Siri on Cloud (vs. PCC), Energy S/D (Good Read), & More—Headline Review (Semis & IT Equity ResearchHardware)

3. Revamped Siri To Run On Google Cloud?

• We would highlight a report this morning from AppleInsider (here) noting Apple is set to utilize

Google Cloud and NVIDIA processors for its revamped Siri LLM workloads.

• Reportedly Apple is set to enable a confidential compute feature in the NVIDIA chips. While

further detail remains limited, we would highlight a recent (May) research report from NVIDIA on

Homoporphic Encryption, which drives considerable increases in data size- HE-PIM: Demystifying

Homomorphic Operations on a Real-world Processing-in-Memory System.

4. LG Innotek Targeting EMIB Substrate Supply Chain

• We would highlight a report from DigitimesAsia (here) noting LG Innotek entering the supply chain

for substrates used in EMIB technology, supplying early samples of EMIB use FC-BGA (flip-chip ball

grid array) to SK Hynix.

• The report notes LG Innotek as potentially expanding supplier adoption on EMIB FC-BGA from

Ibden, Shink Electric, Unimicron, and AT&S.

• We would rehighlight prior reports that SK Hynix is exploring Intel EMIB 2.5D packaging tech for

HBM (likely HBM4E) as a potential alternative to TSMC's CoWoS. Prior articles note that R&D

work is in progress, possibly to enable integration for next-gen HBM4 if AI chip partners decide to

leverage Intel Foundry.

5. Newmark 2026 Data Center Market Outlook Quick Takes

• Newmark released its 2026 data center market outlook (here), from which we would highlight a

few data points.

• US DC consumption at 60GW today, pipeline of under construction + announced projects at