Broadcom Holds 18-Month Edge In Custom AI Chips, 'Buy Aggressively:' JPMorgan Analyst

JPMorgan analyst Harlan Sur said Broadcom Inc's (NASDAQ:AVGO) long lead in custom artificial intelligence (AI) chips is helping its AI Application-Specific Integrated Circuit (ASIC) outlook accelerate into fiscal 2026 and fiscal 2027, with Alphabet Inc (NASDAQ:GOOGL) Google as the key driver.Broadcom Extends Its Lead Over Customer-Led Chip ProgramsSur maintained an Overweight rating on Broadcom and a price forecast of $475.The analyst said Broadcom has an 18-month-plus head start over internal customer-owne ...