Broadcom's revenue from Apple may decline due to Apple's shift to in-house WiFi chips, impacting 33.6% of Apple-related ...

Today, data center AI accelerators are >90% NVIDIA GPUs, with some AMD GPUs, and the rest custom ASIC (primarily Amazon ... There are others, as well. For example, Broadcom’s AI revenues have soared ...

Broadcom and Marvell have similar businesses, but their stocks went in opposite directions last week. Customer concentration and valuation set the two apart. Here are the lessons investors can take ...

JPMorgan on AVGO: Broadcom expanded its design win with the two newly announced AI ASIC engagements, Sur said in a new investor note. The analyst said the quarterly results were solid and revenue ...

Broadcom shares soared in early Friday trading after the chipmaker posted stronger-than-expected quarterly earnings, as well as robust near-term outlook, that soothed investors concerns over the pace ...

While there are differences between the two, both Marvell's and Broadcom's portfolios are weighed toward infrastructure chips for networking and communications, along with custom ASIC IP that ...

Collectively, the group sees the serviceable size of those markets ... by these strong results, as Broadcom strengthens its position as a leading custom AI ASIC provider," said KeyBanc Capital ...