博通财报：AI芯片收入占比近六成，预计2028年达2300亿美元

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.