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Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders★ 72
INSIDE 硬塞 AI9 days agoHardwareINSIDE reports that Broadcom’s earnings commentary suggested changes in its custom chip work with Google. Part of the Google TPU-related business was described as shifting to Taiwan-based chip designer MediaTek. The news weighed heavily on investor sentiment, sending Broadcom shares down 12.59% on June 4 and highlighting intensifying competition in AI custom silicon supply chains.
Broadcom AI Chip Revenue Jumps 143% as CEO Backs Pure-Chip Strategy
INSIDE 硬塞 AI10 days agoHardwareBroadcom 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.