$Broadcom(AVGO)$
“Broadcom's advancements in its 2nm ASIC platform further support this sustained growth in Al ASIC revenues, with the platform already securing its first win with a high-performance computing customer. Strong market interest in Broadcom's Tomahawk 5 and Jericho 3 switching/routing chipsets, as well as its PCle Gen5/Gen6 switching solutions. This projection signifies a growth of 2.5X compared to the figures recorded in 2023.
Al-driven Demand Remains Robust.”
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