公众号记得加星标⭐️，第一时间看推送不会错过。 CES 2026消费电子展的热潮刚刚落下帷幕，联发科、博通、华硕等行业巨头的展台上，标注"Wi-Fi 8"字样的产品与方案持续吸引全球科技界的目光。 从展会释放的技术亮点与商业化动态中，可清晰捕捉到关键信号：尽管Wi-Fi 8标准尚未最终敲定， 但行业领军企业已提前布局，推动这一全新技术方向持续创新突破，开启无线通信的全新演进周期。 Wi-Fi技术的代际跃迁 Wi-Fi技术的起源可追溯至1991年，当时美国NCR公司创造了一种名为"WaveLAN"的技术，基于扩 频通信技术，能够在一定范围内实现无线数据传输。这一技术的出现，为Wi-Fi技术的诞生奠定了基 础。 然而，随着Wi-Fi技术的广泛应用，安全问题也逐渐凸显出来。为了解决这个问题，IEEE在2003年推 出了802.11i标准，通过引入WPA（Wi-Fi Protected Access）等安全机制，大大增强了Wi-Fi的安全 性。 随着技术的不断进步，Wi-Fi技术的传输速度和覆盖范围也得到了显著提升。2009年，IEEE发布了 802.11n标准（对应Wi-Fi 4），该标准采用了MIMO（多输入多输 ...

Core Insights - Broadcom (AVGO) is expanding its Wireless Device Connectivity solutions with the launch of the BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, BCM6714 and BCM6719, which enhance throughput and enable secure, power-efficient applications for residential users [1][9] Product Development - The new platform integrates compute acceleration, advanced networking, and robust security, catering to the demands of an AI-driven connected ecosystem [2] - The BCM4918 APU is a highly integrated system-on-chip that combines high-performance CPU computing, on-device AI/ML inference, advanced networking offload, and cryptographic acceleration [2] Financial Performance - Broadcom's Semiconductor Solutions segment, which includes the Wireless Device Connectivity business, accounted for 58% of fiscal 2025 revenues [3] - The company anticipates first-quarter fiscal 2026 AI revenues to double year over year to $8.2 billion, with total Semiconductor revenues expected to reach $12.3 billion, indicating a 50% year-over-year growth [4] - The current order backlog for AI switches exceeds $10 billion, driven by the popularity of the 102-terabit per second Tomahawk 6 switch [4] Competitive Landscape - Broadcom faces significant competition in the semiconductor market from NVIDIA and Marvell Technology, both of which are experiencing strong growth driven by AI and high-performance computing demands [5][6][7] Stock Performance and Valuation - Broadcom shares have appreciated 50.7% over the past year, outperforming the broader Zacks Computer and Technology sector's return of 25.7% [8] - The stock is trading at a forward 12-month price/earnings ratio of 32.33X, compared to the sector's 27.84X, indicating a premium valuation [12] - The Zacks Consensus Estimate for fiscal 2026 earnings is $9.86 per share, reflecting a 44.6% growth from fiscal 2025 [15]

New Wi-Fi 8 chipset and AI processor provide the performance and uptime needed for operators to enable the next generation of AI applications in the homeLAS VEGAS, Jan. 06, 2026 (GLOBE NEWSWIRE) -- CES -- Broadcom Inc. (NASDAQ: AVGO), a global leader in semiconductor and infrastructure software solutions, today announced the launch of its next-generation BCM4918 accelerated processing unit (APU) and two new dual-band Wi-Fi 8 devices, the BCM6714 and BCM6719, marking another milestone in its long legacy of W ...