Broadcom Faces Backlash Over Licensing, EU Trade Groups Demand Investigation
Broadcom Faces Backlash Over Licensing, EU Trade Groups Demand Investigation
On Monday, critics of Broadcom Inc (NASDAQ:AVGO) dismissed the U.S. chipmaker's revisions to its cloud licensing practices, arguing that the changes fail to resolve their concerns over alleged price increases, unfair software licensing terms, and product bundling.
週一，博通公司（納斯達克股票代碼：AVGO）的批評者駁回了這家美國芯片製造商對其雲許可做法的修訂，理由是這些變化未能解決他們對所謂的價格上漲、不公平的軟件許可條款和產品捆綁的擔憂。
Last week, Broadcom CEO Hock Tan announced in a blog post a series of modifications to the licensing conditions of the recently acquired cloud computing company VMware, following grievances from some EU business users and a trade group.
上週，博通首席執行官霍克·陳在一篇博客文章中宣佈對最近收購的雲計算公司VMware的許可條件進行一系列修改，此前一些歐盟商業用戶和一個貿易組織表示不滿。
These adjustments included significant price reductions for VMware's cloud platform and alterations that allow customers to transfer their workloads from their own data centers to cloud providers and among various cloud providers, Reuters reports.
路透社報道，這些調整包括大幅降低VMware雲平台的價格，以及允許客戶將其工作負載從自己的數據中心轉移到雲提供商以及在各種雲提供商之間轉移的變更。
Also Read: Broadcom Succumbs to EU Antitrust Investigation Over VMware Licensing, Prompting Swift Pricing Strategy Revision
另請閱讀： 博通屈服於歐盟對VMware許可的反壟斷調查，促使Swift修訂定價策略
However, trade body CISPE, with members like Amazon.Com Inc (NASDAQ:AMZN) and 26 small EU cloud providers, along with the French association of business users Cigref and Austrian cloud service provider Anexia, both CISPE members, declared that the real issue lies not with Broadcom's subscription license model.
但是，擁有亞馬遜公司（納斯達克股票代碼：AMZN）和26家小型歐盟雲提供商等成員的貿易機構CISPE以及法國商業用戶協會Cigref和奧地利雲服務提供商Anexia都宣佈，真正的問題不在於博通的訂閱許可模式。
In a joint statement, they criticized the substantial and unjustifiable price hikes, product rebundling, changes to the billing basis, and the imposition of unfair software licensing terms that limit choice and lock in customers and partners.
他們在一份聯合聲明中批評了大幅和不合理的價格上漲、產品重組、計費基礎的變化以及施加不公平的軟件許可條款，這些條款限制了選擇並鎖定了客戶和合作夥伴。
Broadcom, in response, stated that it was providing more choices for customers and partners.
作爲回應，博通表示正在爲客戶和合作夥伴提供更多選擇。
The groups have urged EU antitrust regulators, who have sought opinions from rivals and customers, to investigate the matter.
這些組織敦促已徵求競爭對手和客戶意見的歐盟反壟斷監管機構調查此事。
Meanwhile, Oppenheimer analyst Rick Schafer has picked Broadcom as one of his top semiconductor picks, citing the combination of expanding earnings power over time, sticky/stable industrial/infrastructure exposure, and defensible technology.
同時，奧本海默分析師裏克·謝弗將博通選爲他的首選半導體之一，理由是隨着時間的推移盈利能力不斷擴大、工業/基礎設施風險敞口粘性/穩定的工業/基礎設施敞口以及防禦性技術相結合。
According to the analyst, Broadcom will benefit from its position as the top high-speed networking/connectivity/custom computing supplier as the demand for data center artificial intelligence continues to rise.
分析師表示，隨着對數據中心人工智能的需求持續增長，博通將受益於其作爲頂級高速網絡/連接/定製計算供應商的地位。
Schafer said Ericsson (NASDAQ:ERIC) noted some signs of improved carrier spending due to a 2% demand pickup in handset demand, which will likely be Broadcom.
謝弗說，愛立信（納斯達克股票代碼：ERIC）指出，由於手機需求增長了2％，運營商支出有所改善，博通可能是博通。
Broadcom stock gained 93% in the last 12 months. Investors can gain exposure to the stock via Pacer Funds Pacer Data And Digital Revolution ETF (NYSE:TRFK) and Amplify ETF Trust Amplify Cybersecurity ETF (NYSE:HACK).
在過去的12個月中，博通的股票上漲了93％。投資者可以通過Pacer Funds Pacer Data And Digital Revolution ETF（紐約證券交易所代碼：TRFK）和Amplify ETF Trust Amplify 網絡安全ETF（紐約證券交易所代碼：HACK）獲得股票敞口。
Price Action: AVGO shares traded lower by 0.70% at $1,233.01 premarket at the last check Tuesday.
價格走勢：在週二的最後一次盤前檢查中，AVGO股價下跌0.70％，至1,233.01美元。
Also Read: Broadcom's AI Chips Forge Ahead Unlocking Billions in Tech Potential, Analysts Say
另請閱讀： 分析師稱，博通的人工智能芯片向前邁進，釋放了數十億美元的科技潛力
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明： 該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審閱和發佈。
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譯文內容由第三人軟體翻譯。