INSIDE 硬塞 AIJun 4, 2026, 9:20 AMINSIDE 硬塞的網路趨勢觀察

Broadcom AI Chip Revenue Jumps 143% as CEO Backs Pure-Chip Strategy

Original: 博通 AI 晶片年增 143% 創歷史新高、執行長宣示純晶片路線,股價盤後仍跌 3%

Broadcom’s Q2 AI chip revenue hit $10.8B, up 143%, but shares still fell after hours.

Broadcom reported Q2 AI chip revenue of $10.8 billion, up 143% year over year and a new record. The growth was driven by demand for custom chips, with the company forecasting Q3 AI revenue of $16 billion, up more than 200%. Despite the strong AI outlook and the CEO’s commitment to a pure-chip strategy, shares still fell 3% after hours.

Broadcom's latest earnings report shows that its AI chip business has become the company's most evident growth engine. Second-quarter AI chip revenue reached $10.8 billion, up 143% from the same period last year, setting a company record high. Based on the information in the original text, this wave of growth was driven mainly by demand for custom chips, indicating that large customers' demand for dedicated AI computing hardware remains strong, and further elevating Broadcom's role in the AI infrastructure supply chain.

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