Mei Ri Jing Ji Xin Wen·2025-06-13 00:50Group 1: Communication ETF and Market Performance - The Communication ETF (515880) opened higher on June 12 and closed with a gain of 2.07% for the day [1] Group 2: Broadcom's Financial Performance and Market Outlook - Broadcom announced the shipment of its Tomahawk 6 switch chip, which is the world's first single-chip with a switching capacity of 102.4 terabits per second [2] - For FY2025 Q2, Broadcom reported revenue of $15.004 billion, a year-on-year increase of 20% and a quarter-on-quarter increase of 1% [2] - The gross margin for Broadcom was 79.4%, reflecting a year-on-year increase of 3.2 percentage points and a quarter-on-quarter increase of 0.3 percentage points [2] - Broadcom's guidance for Q3 revenue is approximately $15.8 billion, representing a year-on-year growth of 21% [2] Group 3: Oracle's Financial Results and Growth Projections - Oracle reported total revenue of $15.9 billion for Q4 of FY2025, marking an 11% year-on-year increase [3] - Cloud services revenue reached $6.7 billion, a 27% year-on-year increase, while cloud infrastructure revenue was $3 billion, showing a 52% year-on-year growth [3] - Oracle's CEO projected that cloud infrastructure revenue is expected to grow over 70% in FY2026, following a 50% growth rate in FY2025 [3] Group 4: PCB Industry and Communication Network Upgrades - The A-share PCB manufacturers have been experiencing capacity shortages, with high-end switches requiring PCBs with more than 20 layers, and some exceeding 30 layers [3] - The price of PCBs has significantly increased compared to previous automotive applications, which typically had 8-15 layers [3] - The upgrade of communication networks is expected to benefit various segments of the industry, including optical modules, PCBs, switch assembly, and switch chip design [3]