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Broadcom continues to see strong tailwinds from the AI boom, driven by high demand for custom ASIC chips from hyperscalers like Alphabet and Meta. Analysts project nearly 46% upside as AI chip revenu…
Broadcom shares slid after Google expanded its custom AI chip partnership with Marvell, threatening Broadcom's dominant market share. Although Broadcom maintains a supply deal with Google through 203…
Broadcom demonstrates robust profitability and massive AI chip bookings extending through 2028. However, concerns over lower gross margins on custom silicon and an elevated valuation multiple keep it…