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Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders★ 72

INSIDE 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.