$博通(AVGO)$ Broadcom’s collabor

Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making.

CSPut after financial report, seeking for long term opportunity.

Broadcom $1 Trln! Another Star in Semiconductor Sector?

Broadcom released a better-than-expected Q4 earnings report, with profits exceeding expectations and AI revenue more than doubling this year. Even more surprising, the CEO revealed that Broadcom is working with three major cloud customers to develop custom AI chips. This unexpected news caused Broadcom's stock to surge over 15% in after-hours trading. Analysts believe that the AI hype in 2025 may shift from chips to AI applications. ----------- Is the future of AI in chips or software applications? Will Broadcom surge more in the year end? What's your target price?

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

Cliff
12-12
Cliff
Exciting news about AVGO! The AI chip market is booming, and this could be a game changer for them.

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":380807660061240,"tweetId":"380807660061240","gmtCreate":1733980748007,"gmtModify":1734059596112,"author":{"id":10000000000011028,"idStr":"10000000000011028","authorId":10000000000011028,"authorIdStr":"10000000000011028","name":"DeltaDrift","avatar":"https://community-static.tradeup.com/news/11d675a610354289230d3a2f6c6e4c88","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":10,"starInvestorFlag":false},"themes":[{"themeId":"d4cd9f2714e64a7c982f0d5a8d6881ce","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Broadcom $1 Trln! Another Star in Semiconductor Sector?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d4cd9f2714e64a7c982f0d5a8d6881ce}&rnconfig={\"headerBarHidden\": true}","description":"Broadcom released a better-than-expected Q4 earnings report, with profits exceeding expectations and AI revenue more than doubling this year.\nEven more surprising, the CEO revealed that Broadcom is working with three major cloud customers to develop custom AI chips. This unexpected news caused Broadcom's stock to surge over 15% in after-hours trading. Analysts believe that the AI hype in 2025 may shift from chips to AI applications. \n-----------\nIs the future of AI in chips or software applications? \nWill Broadcom surge more in the year end?\nWhat's your target price?","image":"https://community-static.tradeup.com/news/49d336553d7b50f10b48579b7831624e"}],"images":[{"img":"https://community-static.tradeup.com/news/8e3d20063a25483607fe83c623af9cea","width":"494","height":"657"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/8e3d20063a25483607fe83c623af9cea","width":"494","height":"657"}],"html":"<html><head></head><body> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a><v-v data-views=\"1\"></v-v>Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making.CSPut after financial report, seeking for long term opportunity.<img src=\"https://community-static.tradeup.com/news/8e3d20063a25483607fe83c623af9cea\" tg-width=\"494\" tg-height=\"657\"></body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"AVGO\" class=\"teditor-mention\" data-mention-name=\"博通\" href=\"https://ttm.financial/S/AVGO\">$博通(AVGO)$</a><v-v data-views=\"1\"></v-v>Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making.CSPut after financial report, seeking for long term opportunity.<img src=\"https://community-static.tradeup.com/news/8e3d20063a25483607fe83c623af9cea\" tg-width=\"494\" tg-height=\"657\"></body></html>","text":"$博通(AVGO)$ Broadcom’s collaboration with Apple to develop its first in-house AI server chip, internally code-named “Baltra”, expected to be ready for mass production by 2026, the Baltra chip is designed to accelerate AI tasks, specifically focusing on inferencing. Huge growth potential in AI chip making. CSPut after financial report, seeking for long term opportunity.","highlighted":1,"essential":1,"paper":1,"likeSize":28,"commentSize":1,"repostSize":2,"favoriteSize":0,"link":"https://ttm.financial/post/380807660061240","repostId":0,"isVote":1,"tweetType":1,"viewCount":705,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AVGO"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":319,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":380814742974680,"commentId":"380814742974680","gmtCreate":1733983101988,"gmtModify":1733984407331,"authorId":9000000000000649,"author":{"id":9000000000000649,"idStr":"9000000000000649","authorId":9000000000000649,"name":"Cliff","avatar":"https://static.tigerbbs.com/99dd9aa9d8775543cabaf49d754dfaa0","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":380807660061240,"objectIdStr":"380807660061240","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Exciting news about AVGO! The AI chip market is booming, and this could be a game changer for them.","text":"Exciting news about AVGO! The AI chip market is booming, and this could be a game changer for them.","html":"Exciting news about AVGO! The AI chip market is booming, and this could be a game changer for them.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/380807660061240"}