博通2025 Q3营收同比增长22%，拿下新客户AI芯片大单

Core Insights - Broadcom reported record revenue of $15.952 billion for Q3 FY2025, reflecting a year-over-year growth of 22.0% and a quarter-over-quarter growth of 6.3% [1] - The company's CEO, Hock Tan, highlighted strong performance in custom AI accelerators, networking, and VMware as key drivers of revenue growth [2] Financial Performance - Total revenue for Q3 FY2025 reached $15.952 billion, approximately ¥1139.01 billion at current exchange rates [1] - AI revenue accelerated to $5.2 billion, marking a year-over-year growth of 63% [2] - The company anticipates AI semiconductor revenue to increase to $6.2 billion in Q4, continuing a growth streak for 11 consecutive quarters [2] Customer Base and Market Position - Broadcom identifies seven major AI companies as its primary customer base in the custom AI XPU (ASIC) sector, having secured orders from three of them [4] - A new customer has been converted, placing an order exceeding $10 billion for Broadcom's XPU-based AI computing racks [4]