Broadcom's custom silicon market opportunity in AI XPUs appears promising. But read why investors may want to exercise some ...
Broadcom is rumored to have an ongoing partnership with Apple to help it build its own AI chip TikTok parent company, ...
Nvidia’s “king of AI” stature is allegedly under threat as its top customers turn to Broadcom to build custom chips and ...
An XPU comprises four layers: compute, memory, network I/O, and reliable packaging technology. Industry watchers call XPU the ...
Broadcom has reached a historic milestone, surpassing a US$1 trillion market valuation amid the rapid growth of the ...
Broadcom predicts serviceable market for AI XPU and networking could reach $60 billion to $90 billion by 2027 and company is ...
Broadcom's valuation is still reasonable, making it a compelling stock to buy heading into 2025 and hold at least through the coming AI ramp-up over the next several years.
Broadcom ( AVGO 11.21%) shares were skyrocketing higher after the company reported record revenue in its fiscal fourth ...
The AI boom is hiding a number of serious issues for the semiconductor industry as it battles over-inventory in automotive ...
Here’s what CEO Hock Tan said that energized the stock: “We currently have three hyper-scale customers who have developed their own multi-generational AI XPU roadmap to be deployed at varying ...
Two additional large-scale AI customers are also in the earlier stages of developing custom AI XPU chips. In dollar terms, management estimates that Broadcom's AI-related market opportunity could ...