If major tech companies, excluding Nvidia, accelerate their in-house chip development with Google as a benchmark, who stands to benefit? It is Broadcom. Broadcom specializes in taking on in-house orders from these giants, and if more of them increase their in-house development ratio, Broadcom’s performance will not be poor. . In the real world, tech … Read more
At the SC25 exhibition, Broadcom showcased its PCIe Gen6 switch chip aimed at servers for 2026. The exhibit featured not only the PEX90144, a large PCIe Gen6 chip with 144 lanes or 72 ports, but it will also be integrated into the Dell PowerEdge XE7745 PCIe motherboard. The platform is based on the Dell PowerEdge … Read more
In the eye of the global AI computing power competition, Marvell, Broadcom, and Google are engaged in a covert battle using ASIC chips as their weapon, determining the technological hegemony for the next decade. This war, devoid of gunpowder, not only affects the strategic nerves of tech giants like NVIDIA, Microsoft, and Meta but also … Read more
Junshi Finance mainly focuses on fields such as logic circuits, software, online advertising, essential/optional consumption, etc., updating valuable information related to fundamentals daily. Core Insights from ASIC Server Industry ResearchQ: Recently, there has been a lot of news about OpenAI, including collaborations with NVIDIA, AMD, and Arm. Can you update us on the current overall … Read more
Apple’s self-developed N1 wireless network chip has been fully applied to all models of the iPhone 17 series, bringing Apple closer to its goal of an “integrated all-connection function single chip.” Although achieving this vision will take several more years, the current N1 chip first needs to overcome its own self-imposed limitations—such as not yet … Read more
The AI hardware sector is currently witnessing a “new king ascends” scenario—while the market is still debating NVIDIA’s growth rate, Broadcom (AVGO) has shattered expectations with a stunning earnings report: FY25Q3 AI semiconductor revenue surged by 63% year-on-year, with $110 billion in backlog orders weighing down like a giant stone,and they boldly stated that FY26 … Read more
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 … Read more
On September 9, according to foreign media Wccftech, NVIDIA’s Executive Vice President and Chief Financial Officer Colette Kress recently discussed the competitive landscape posed by Broadcom’s ASIC chips at the Goldman Sachs Communacopia + Technology Conference, stating that NVIDIA’s GPUs offer a better cost-performance ratio. She also provided insights into the sales outlook for the … Read more
【Dongwu Electronics Chen Haijin】Broadcom: AI ASIC growth exceeds expectations, strong growth potential from Scale Up/Out/Across 🥇Event: Broadcom released FY25Q3 performance. 📍The quarter achieved revenue of $16 billion, a 22% year-on-year increase, exceeding analyst expectations of $15.84 billion. Among them, semiconductor solutions revenue was $9.2 billion, a 26% increase, while analysts expected $9.1 billion; AI revenue … Read more
The AI hardware sector is currently witnessing a “new king ascends the throne” scenario—while the market is still debating NVIDIA’s growth rate, Broadcom (AVGO) has opened the floodgates with an explosive financial report: FY25Q3 AI semiconductor revenue surged by 63% year-on-year, with a backlog of orders amounting to $110 billion acting as a heavy ballast,and … Read more