从去年年底博通市值突破万亿美元后，就一直想聊一聊博通，准备后面把博通这家公司的业务好好 梳理一下，今天这篇文章，我们根据博通在5月30日举办的投资者网络研讨会的内容，先简单聊一聊 博通。 博通的Tomahawk 6 3nm芯片组已准备好在2025年下半年量产。这款芯片不仅是全球最复杂、性能最 高的交换芯片，支持102Tbps吞吐量，还采用了博通顶尖的200Gbps SERDES I/O技术。Tomahawk 6 不仅支持传统横向扩展，还扩展到新的纵向扩展用例，满足通用云、AI/机器学习和企业数据中心等 多种网络工作负载需求。这使得博通在竞争中始终保持1-2步的领先优势。 在AI芯片和网络半导体领域，博通有着无可撼动的领先地位。AI芯片主要分为两个大类，一个是 GPU，当然就是英伟达是绝对的龙头，另一类就是ASIC，也就是AI专用芯片，像Google和亚马逊的 AI芯片都是跟博通合作开发的；除了AI芯片，博通的网络芯片也是业内的龙头。 根据最新报告，博通预计2025财年AI相关总收入将达到190亿至200亿美元，同比增长超60%，完全 符合其三年目标市场规模（SAM）复合年增长率60-65%的预期。这不仅彰显了 ...

New AI-powered Features Deliver Actionable Insights and Enhanced CollaborationPALO ALTO, Calif., June 02, 2025 (GLOBE NEWSWIRE) -- Broadcom (NASDAQ: AVGO) today announced the general availability of the newest investment made to VMware Tanzu CloudHealth, a comprehensive new user experience that delivers a suite of feature enhancements and new AI-powered features like Intelligent Assist and Smart Summary. The new CloudHealth experience brings more accurate data and actionable insights to the entire FinOps Te ...

Market Overview - April 2023 ended on a mixed note for investors, contrasting with its historical reputation as a favorable month [1] - May 2023 saw significant gains in U.S. stock markets, with the Dow, S&P 500, and Nasdaq Composite increasing by 3.9%, 6.2%, and 9.6% respectively, marking the best month for Nasdaq since November 2023 [2] Technology Sector Performance - The technology sector was a primary driver of May's market turnaround, with the Technology Select Sector SPDR (XLK) surging over 10% [2][9] - Five technology companies with favorable Zacks Ranks and double-digit returns in the past month are recommended for investment: Intuit Inc. (INTU), Amphenol Corp. (APH), Broadcom Inc. (AVGO), Twilio Inc. (TWLO), and Ubiquiti Inc. (UI) [3] Company Insights Intuit Inc. (INTU) - Intuit has seen steady revenue growth from its Online Ecosystem and Desktop segments, with strong performance in Mailchimp, payroll, and Money services [6] - The company is transitioning to a cloud-based subscription model, which is expected to provide stable long-term revenues [7] - Intuit's generative AI-powered "Intuit Assist" offers personalized financial insights, integrated into various products [8] - Expected revenue and earnings growth rates for the current year are 14.8% and 18% respectively, with a 3.7% improvement in earnings estimates over the last 30 days [10] Amphenol Corp. (APH) - Amphenol provides AI and machine learning-based connectivity solutions, benefiting from a diversified business model [11] - The company anticipates earnings growth from its acquisition of Andrew, expected to add approximately $0.09 to earnings in 2025 [13] - Expected revenue and earnings growth rates for the current year are 32.3% and 40.7% respectively, with a 3.1% improvement in earnings estimates over the last 30 days [13] Broadcom Inc. (AVGO) - Broadcom is experiencing strong demand for its networking products and AI accelerators, with AI revenues expected to rise 44% year-over-year to $4.4 billion in Q2 fiscal 2025 [14][18] - The company’s acquisition of VMware has enhanced its infrastructure software solutions, with 70% of its largest customers adopting VMware Cloud Foundation [15] - Expected revenue and earnings growth rates for the current year are 21.2% and 36.1% respectively, with a 0.2% improvement in earnings estimates over the last seven days [18] Twilio Inc. (TWLO) - Twilio focuses on generative AI offerings, launching Customer AI technology to enhance customer engagement [19] - The company has partnered with Alphabet Inc. for Google Cloud integration, which is expected to boost revenue growth [21] - Expected revenue and earnings growth rates for the current year are 7.8% and 22.6% respectively, with a 7.1% improvement in earnings estimates over the last 30 days [23] Ubiquiti Inc. (UI) - Ubiquiti's adaptable global business model supports growth and operational efficiency [24] - The company leverages its community of service providers and IT professionals to enhance product support and information dissemination [25] - Expected revenue and earnings growth rates for the current year are 1.7% and 10.8% respectively, with a 0.1% improvement in earnings estimates over the last 60 days [26]

台积电美国新厂订单塞爆，包含苹果、AMD、高通、博通及英伟达等五大客户订单今年可望全数到 位，其中，苹果抢头香，仍是最大客户，英伟达AI芯片产品今年底也将迈入「美国制造」阶段， AMD、高通、博通则接力下单，挹注台积电营运动能强劲。 业界分析，特朗普政府支持在地制造发展，随着地缘政治议题持续驱动台积电客户异地备援需求，让台 积电美国新厂可望加速达到经济规模，带动台积电营收进入下一个翻倍成长阶段。 业界分析，台积电美国新厂捷报频传，当地厂区良率已可比美中国台湾厂，除了台积电美国客户群询问 下单意愿节节攀升，让美国新厂第三厂提早动土，后续已确定再扩充的三个厂产能也陆续被客户群包 下，成为美系客户异地备援生产一大助力。 英伟达则高喊要落实「美国制造」，并高度仰赖台积电美国新厂。英伟达规划，会紧密与台积电美国投 资合作，为英伟达生产芯片，目前英伟达AI芯片已于台积电美国新厂进行制程验证，预计今年底实现 量产。 AMD、博通、高通也是台积电美国厂区重要客户。AMD执行长苏姿丰日前已预告，AMD作为台积电 2nm和亚利桑那州晶圆21厂主要高速运算（HPC）客户，双方密切合作，推动未来运算创新与先进技 术。 另一方面，台积 ...

Core Viewpoint - Nvidia has been the leading investment in AI since 2023, with its stock rising over 800%, turning every $10,000 invested into over $90,000 [1] - However, Nvidia faces competition as clients explore custom AI accelerators, which could impact its market dominance [2][8] Group 1: Nvidia's Market Position - Nvidia has been the sole source of AI computing hardware, allowing it to charge premium prices for its GPUs, resulting in soaring margins [2] - Despite the rise of custom AI accelerators, GPUs still have a significant role in AI training and other applications [8] Group 2: Emergence of Custom AI Accelerators - Broadcom is positioning itself as a key player in the design of custom AI accelerators, referred to as XPUs, which could create a massive market opportunity [3][5] - The total addressable market for XPUs from just three clients is projected to be between $60 billion and $90 billion by 2027 [7] Group 3: Competitive Landscape - XPUs can be optimized for specific workloads, allowing clients to tailor their hardware needs and potentially reduce costs compared to Nvidia's GPUs [6] - Broadcom's management is optimistic about the growth of XPUs, indicating that their usage is expected to outpace that of GPUs in the coming years [8] Group 4: Investment Considerations - Broadcom's stock is currently trading at a premium, with a forward earnings multiple of nearly 36 times, reflecting market expectations for XPUs [10][12] - Investors are advised to monitor Broadcom's performance in the XPU segment to gauge its future success [12]

来源：内容来自半导体行业观察编译 。 如果您希望可以时常见面，欢迎标星收藏哦~ 欧洲监督组织 CISPE 秘书长 Francisco Mingorance 表示，"博通可以报告大多数公司已经签署了 新合同，但我们知道这些合同具有惩罚性，并威胁到锁定在 VMware 生态系统中的服务提供商的 生存能力。" 根据欧洲云计算竞争观察站 (ECCO) 的最新报告，当前的VMware 许可模式所依赖的做法似乎违 反了欧洲竞争法规，而博通的整体商业模式"在法律和道德上仍然存在缺陷"。 欧洲云基础设施服务提供商协会 (CISPE) 秘书长弗朗西斯科·明戈兰斯 (Francisco Mingorance) 表示： "博通可以报告称，大多数公司已经签署了新合同，但我们知道这些合同具有惩罚性，会威 胁到那些被锁定在VMware 生态系统中的服务提供商的生存。我们需要采取紧急行动。"CISPE 是 一个由 37 家云服务提供商组成的行业协会，负责监控被指控垄断的软件供应商。 由 CISPE 成员组成的 ECCO 在一份新报告中表示，尽管博通已成功将许多 VMware 客户过渡到 其新的许可框架，但由于博通的条款，客户"面临着巨大的 ...

美股三大指数集体高开，道指涨0.21%，纳指涨1.51%，标普500指数涨0.93%。芯片股集体走强，英伟 达涨超5%，美光科技、博通涨超2%。 ...

Private cloud now rated as a strategic equal to public cloud, driven by cost predictability, GenAI requirements, and trust in delivering on security and compliance needs 53% surveyed say private cloud is their top priority for deploying new workloads over the next three years84% use private cloud for both traditional enterprise apps and modern, cloud-native workloads PALO ALTO, Calif., May 29, 2025 (GLOBE NEWSWIRE) -- Private clouds are no longer playing catch-up, and public clouds are no longer the default ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 semiwiki 。 WSTS 报告称，2025 年第一季度半导体市场收入为 1677 亿美元，比去年同期增长 18.8%，比上 一季度下降 2.8%。2025 年第一季度对于大多数主要半导体公司来说都是疲软的。下表中的 16 家 公司中有 10 家的收入与 2024 年第四季度相比有所下降，从博通的 -0.1% 到意法半导体和铠侠的 下降超过 20%。六家公司报告收入增长，从德州仪器的 1.5% 到英伟达的 12% 不等。2025 年第 二季度的前景喜忧参半。在提供指引的 14 家公司中，有 9 家预计 2025 年第二季度的收入将较 2025 年第一季度增长，其中 SK 海力士的增长幅度最高，为 14.6%。联发科预计收入持平。四家 公司预计收入将下降，其中铠侠的降幅最大，为 10.7%。 | | | | Change versus prior quarter in local currency | | | | --- | --- | --- | --- | --- | --- | | | | US$B | | Reported Guidanc ...

智通财经5月29日电，美股芯片股盘前走高，英伟达涨5.6%，博通涨3.8%，AMD涨2.9%，高通涨超 2%。 美股芯片股盘前走高 英伟达涨超5% ...