$Broadcom(AVGO)$ Custom AI silicon, or XPUs, is the largest revenue stream by a wide margin and has minimal China risk. Growth is fully anchored in next-gen custom AI chips for US-based hyperscalers like Google, Meta, and OpenAI, which are out of China's reach due to US export laws.
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