Broadcom AI Performance Exceeds Expectations, Strong ASIC Growth
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