曾经因80亿注册资本轰动行业、又在2024年底陷入欠薪停摆风波的博瑞晶芯，近期似乎正悄 然回归。 有博瑞晶芯的前员工告诉我们，引进了新投资的博瑞晶芯已经给他们补上了之前拖欠的工 资。也有供应商透露，博瑞晶芯已经结清了此前的欠款。 天眼查信息显示，珠海新质生产力基金等机构已于近期正式完成对博瑞晶芯的入股，这也意 味着博瑞晶芯正式获得了珠海国资的战略支持。 过去几年，芯片行业经历了一波大起大落，有不少曾被寄予厚望的初创企业从惊艳亮相走向 了一蹶不振甚至倒闭，能实现V字回归的屈指可数。博瑞晶芯能成为少数突围的幸运儿吗？这 又是否代表着众多ARM CPU厂商乃至大芯片赛道正在迎来新转机？ 芯片创业浪潮，ARM玩家崛起 自2014年大基金出台，中国就兴起了一股芯片创业潮。尤其在2019年美国将华为加入黑名单后， 本土芯片创业潮双倍加速。从魏少军教授过去几年在ICCAD上发布的数据，我们可以一窥国内的 芯片热。 统计数据显示，2019年，全国共有1780家芯片设计企业，比2018年增长了4.8%；进入2020年，中 国芯片设计企业增加到2218家，同比增长了24.6%；2021年再度增长26.7%到2810家。而截止到 ...

Okay. Stargate. Stargate.Yes. Stargate. The massive A1 infra AI infrastructure effort by OpenAI, Oracle, SoftBank, and others announcing plans to open five new data centers which will eventually have 7 gawatts of power capacity.What is that about 8 million homes. No, actually 6 million homes. Uh joining us now first on CNBC, another tech partner to the Stargate Venture, ARM CEO Renee Hos joins us from London.Renee, how great to see you on the show. Uh good morning, good afternoon, Jim. All right.So, now I'm ...

Summary of Key Points from the Conference Call Company and Industry Overview - The conference call primarily discusses **Broadcom** and its developments in the **AI ASIC** market, highlighting the significant demand for AI-driven products and services [1][2][5]. Core Insights and Arguments - **Backlog and Orders**: Broadcom's backlog has reached **$110 billion**, primarily driven by AI demand, indicating a robust market outlook extending to **2027** [1][3][5]. - **New Client Acquisition**: Broadcom has secured a new AI custom chip client, **OpenAI**, with an order amounting to **$10 billion**, expected to be delivered in the **2026 fiscal year** [1][2][4][10]. - **Revenue Growth Projections**: The company anticipates its overall revenue to grow from **$15-20 billion** in **2024** to **$60-90 billion** by **2027**, with a compound annual growth rate exceeding **60%** [2][10]. - **AI Network Products**: Broadcom continues to innovate in AI network products, including the **Tomahawk 6**, **Tomahawk Ultra**, and **JERICHO 4**, which cater to various data center communication needs [1][11]. - **ASTERLABS Revenue Expectations**: ASTERLABS is projected to achieve at least **$1 billion** in revenue next year, driven by a major client, **Amazon** [1][20]. Additional Important Insights - **Market Dynamics**: The demand for AI infrastructure is expected to accelerate, with significant contributions from both large model enterprises and those providing computational services to businesses [6][8]. - **Ethernet Penetration**: The increasing penetration of Ethernet in AI data centers is anticipated to benefit Ethernet switch manufacturers and related products, including optical modules and PCIe switches [18][19]. - **Competitive Landscape**: Broadcom's competitive edge lies in its advanced technology and product offerings, including a strong focus on AI ASICs and network solutions, while Marvell faces challenges due to fluctuating AI custom chip revenues [11][12]. - **Future Outlook**: The AI ASIC market is still in its early stages, with expectations of significant growth as penetration rates increase. Broadcom's partnerships with major cloud service providers are expected to drive substantial revenue growth [15][25]. Conclusion - Broadcom is positioned strongly within the AI ASIC market, with a substantial backlog, new client acquisitions, and innovative product offerings. The overall industry outlook remains positive, driven by increasing demand for AI infrastructure and services.