Latest / Chip Stock Investor Podcast

Broadcom’s Custom Silicon Empire: Is AVGO Stock a Buy?
Broadcom’s momentum does not appear to be slowing down anytime soon. With a Q2 revenue guide of $22 billion and AI chip sales projected to climb 140% year-over-year, the company is scaling custom silicon for the likes of Google, Meta, and the top AI labs.<br>Announcements included its new custom accelerators called, get ready,...3.5D eXtreme Dimension System in package (XDSiP) platform. It's a mouthful, but new tech like this will continue to enable hyperscalers to design custom equipment for their own unique data center workloads. <br>Join us on Discord with Semiconductor Insider, sign up on…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.