Account Info
Log Out
English
Back
Log in to access Online Inquiry
Back to the Top
AI chip giants gather at Computex 2024: Will it bring new opportunities?
Views 2.9M Contents 257

$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We es...

JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B last year….and has a pipeline to $10B+ in CY25."
For context, $Broadcom(AVGO.US)$ is guiding for FY24 chip segment revenue to be around $30B and for total revenue of ~$50B. So $Alphabet-C(GOOG.US)$ might account for more than a quarter of their semi revenue and more than 15% of their total revenue this year.
$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B las...
$Broadcom (AVGO.US)$$Alphabet-A (GOOGL.US)$ JPMorgan: "We estimate that Google will drive $8B+ of TPU chipset revenues for Broadcom this year, up from $3.5B las...
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only. Read more
2
+0
Translate
Report
32K Views
Comment
Sign in to post a comment
    201Followers
    13Following
    579Visitors
    Follow