Broadcom Unveils Next-Gen Sian 2 DSP For High Performance AI Data Centers
Broadcom Unveils Next-Gen Sian 2 DSP For High Performance AI Data Centers
On Monday, Broadcom Inc (NASDAQ:AVGO) announced the launch of Sian 2, its 200 Gbps per lane (200G/lane) PAM-4 digital signal processing (DSP) PHY, building on the original Sian DSP.
週一，博通公司（納斯達克：AVGO）宣佈推出 Sian 2，其每條道路 200Gbps（200G/lane）PAm-4 數字信號處理（DSP）PHY，構建在原始 Sian DSP 技術的基礎上。
The Sian and Sian2 DSPs, power pluggable modules with 200G/lane interfaces, are essential for the next generation of AI clusters.
Sian 和 Sian2 DSPs，帶有 200G/lane 接口的可插拔模塊，對於下一代人工智能集群至關重要。
Vijay Janapaty, vice president and general manager of the Physical Layer Products Division at Broadcom: "The Sian family of products reinforces Broadcom's leadership in optical DSP PHYs and enables our AI data center customers to deploy high-performance 800G and 1.6T links."
博通公司物理層產品部副總裁暨總經理Vijay Janapaty表示："Sian 系列產品強化了博通在光學DSP PHY領域的領先地位，讓我們的人工智能數據中心客戶能夠部署高性能的800G和1.6萬億鏈路。"
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Broadcom reported third-quarter topline growth of 42% to $13.07 billion, topping the analyst consensus of $12.96 billion. The adjusted gross margin grew by 230 bps to 77.4%.
博通公司報告的第三季度營收增長了42%，達到130.7億美元，超過分析師預期的129.6億美元。調整後的毛利率增加了230個點子，達到77.4%。
Broadcom expects artificial intelligence semiconductor revenue to rise to $12 billion in fiscal 2024.
博通公司預計到2024財年，人工智能半導體營收將增長到120億美元。
Goldman Sachs analyst Toshiya Hari maintained its bullish take on the stock, citing the spending ramp-up by the large Tier-1 hyperscalers. The analyst flagged that the company is currently in the proof of concept (POC) stage with three hyperscale customers.
高盛分析師Toshiya Hari維持對該股票的看好態度，稱大型一級超大規模雲服務提供商的支出正在增加。分析師指出，該公司目前正處於三家超大規模雲客戶的概念驗證（POC）階段。
Broadcom stock has increased 104% in the last 12 months. Investors can gain exposure to the stock through SPDR Select Sector Fund—Technology (NYSE:XLK) and iShares Russell 1000 Growth ETF (NYSE:IWF).
過去12個月，博通股價上漲了104%。投資者可以通過SPDR科技板塊選擇基金（紐交所：XLK）和羅素1000成長指數ETF-ishares（紐交所：IWF）獲得該股票的暴露。
Shares of Broadcom have an average 1-year price target of $534.17, representing an expected upside of 213.69%.
博通股票的平均1年目標價爲534.17美元，預計上漲213.69%。
Broadcom Stock Prediction For 2024
2024年博通股票預測
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Broadcom, while 12 analysts have bullish ratings. The street high price target from Rosenblatt is $2400.0, while the street low from UBS is $170.0.
由於假設不同，分析師可能得出非常不同的目標價格和推薦。在博通股票上沒有分析師持看淡意見，有12位分析師給予看好評級。Rosenblatt給出的最高目標價爲2400.0美元，而瑞銀給出的最低目標價爲170.0美元。
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
股權研究是了解公司基本面的寶貴來源。分析師們基於公司的基本面和預期的未來收益創建財務模型，以得出股票的價格目標和建議。
Price Action: AVGO stock is down 0.61% at $170.09 at the last check on Monday.
股價表現：AVGO股票週一最後交易價格爲170.09美元，下跌0.61%。
Also Read:
還閱讀：
- Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta
- 分析師提升了博通在人工智能營業收入的預測至120億美元，因谷歌、Meta可能出現強勁需求。
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