According to J.P. Morgan analyst Harlan Sur's research report, Broadcom's customized IC business continues to receive additional orders from Google to produce AI chip TPU tensor processing units developed by Google. Sur mentioned that according to Broadcom, the estimated revenue of customized cloud chips this year could reach 3 billion US dollars. Customers include Google, Microsoft, and Meta. Sur believes that as Google's order volume increases, Google's TPU orders alone can contribute 3 billion US dollars to Broadcom's revenue, or even more.
博通今年客制化云端芯片营收预估可达30亿美元 客户包括谷歌、微软和Meta
Broadcom's customized cloud chip revenue is estimated to reach 3 billion US dollars this year. Customers include Google, Microsoft, and Meta
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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