Broadcom 最新季度财报显示，AI 半导体收入达 $16.7B，同比增长 221%，占总收入 $29.6B 的约 56%。公司预计 2027 年 AI 半导体收入达 $115B、2028 年达 $230B，连续两年翻倍；Q4 指引 AI 收入 $21.7B、同比增长 236%，总收入指引 $34.8B。
Broadcom quarterly results are out and now it expects AI chip revenue to double in 2027 and 2028
they say AI semiconductor revenue could hit $115B in 2027 and $230B in 2028, doubling twice.
In the latest quarter the AI semiconductor revenue reached $16.7B, up 221%, while Broadcom's total revenue rose 86% to $29.6B.
That puts AI semiconductors at roughly 56% of Broadcom's quarterly revenue, and making custom accelerators and AI networking central to its growth.
Broadcom expects the AI line to climb again to $21.7B in Q4, up 236% year over year, against $34.8B of total revenue guidance.
At those numbers, AI semiconductors would approach 62% of quarterly sales, showing how quickly Broadcom's revenue mix is moving toward AI infrastructure.
来源：Rohan Paul · x.com