Marialina
08-15

$Broadcom(AVGO)$ AI program development uses a massive number of $NVIDIA Corp(NVDA)$ a100, h100, h200 and next year blackwell chips. Inquiry instances will use specific npu and other specialized chips based on decision trees of purpose. Who designs the bast majority of those custom chips? AVGO.

Guess who has a longer more sustainable growth path. Both companies are indespensible just like $ASML Holding NV(ASML)$ and $Taiwan Semiconductor Manufacturing(TSM)$ . Avgo with its diversification and future growth expected on special purpose chip design should demand a higher multiple over the long run. Unless of course nvda or someone else can take share.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment