Source: Guojin Securities
Summary: In FY25Q3, Broadcom’s semiconductor revenue from AI semiconductors reached $5.2 billion, a year-on-year increase of 63%, and a quarter-on-quarter increase of $800 million (exceeding the previous quarter’s guidance of $5.1 billion). The XPU business accounted for 65% of AI semiconductor revenue. The company expects AI revenue to reach $6.2 billion in FY25Q4, with a quarter-on-quarter increase of $1 billion.
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