Broadcom's New Front in Chip Crisis
724FinanceKemal Tekin
Key Highlights
Broadcom trades 25% below its 52-week high after a Google scare, yet AI revenue hit **$10.8 billion**, up 143% last quarter. Hock Tan guided Q3 AI rev
Broadcom trades 25% below its 52-week high after a Google scare, yet AI revenue hit $10.8 billion, up 143% last quarter. Hock Tan guided Q3 AI revenue above $16 billion, over 200% year-over-year growth, yet AVGO trades at just 19x forward earnings. Google's threat to redirect TPU work toward MediaTek triggered the selloff, but Meta, Anthropic, and OpenAI all hold multi-year custom-silicon commitments with Broadcom.
Market Situation
Investment Interest
Conclusion
Background
How will the markets be affected by this situation and what will be the future of Broadcom?
Related News & Analysis
View All →
Bitcoin Breaches $70,000: The $80,000 Target Shifts from Probability to Expectation
Binance Employees Arrested in UAE: Regulatory Pressure Intensifies
Moderna's Cancer Vaccine Euphoria Hits Profit-Taking Wall: $18 Billion Wipeout
Singh Joins Mayfield: A New Era for Chip Investments
Ramp Unveils Model Router, Steering the AI Landscape into a New Era
WNBA’s Landmark Pay Raise: 364% Surge in Player Wages Sparks Labor Milestone
Latest Market News
All News →Bitcoin Breaches $70,000: The $80,000 Target Shifts from Probability to Expectation
![[SKP] TERA PORTFÖY YÖNETİMİ A.Ş.
Pay Alım Satım Bildirimi
/ THF, TLY, TMPOL, TMV - Pay Alım Satım Bildirimi](/_next/image?url=%2Fuploads%2Fkap-default.png&w=3840&q=75)
[SKP] TERA PORTFÖY YÖNETİMİ A.Ş. Pay Alım Satım Bildirimi / THF, TLY, TMPOL, TMV - Pay Alım Satım Bildirimi
Castelion Secures $13 Billion Valuation to Accelerate Hypersonic Missile Production
KAMUYU AYDINLATMA PLATFORMU Sermaye Piyasası Kurulu Tedbir Kararı / BAYRK - Sermaye Piyasası Kurulu Tedbir Kararı
Binance Employees Arrested in UAE: Regulatory Pressure Intensifies
