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Company Research24 Oct 2024
Intel: Semiconductors & Strategic Inflection Points
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Broadcom (AVGO) investor relations material
Broadcom Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Strategic priorities and AI focus
AI compute is the central growth opportunity, with strong demand from a narrow group of customers focused on LLMs and superintelligence platforms.
Both AI training and inference are seeing high investment, with training driving intelligence and inference monetizing it.
AI revenue is expected to accelerate beyond 60% growth in 2026, with a long-term milestone of $120 billion AI revenue by 2030, up from $20 billion in 2025.
The business model is concentrated on seven key customers developing LLMs, with no plans to expand beyond this group.
Customer selection is simplified to those actively developing LLMs, regardless of size.
Technology and competitive landscape
Custom ASICs and merchant GPUs serve distinct markets: LLM creators invest in custom solutions, while enterprises focus on inference using merchant GPUs.
The main technology challenge is scaling compute clusters, where networking becomes the bottleneck; advanced networking and software orchestration are key differentiators.
Disaggregation of compute and networking is driving optimization for LLM players, with Ethernet expected to become the standard interconnect over the next five years.
Networking bandwidth is rapidly increasing, with optical interconnects expected to replace copper by 2027 to support larger AI clusters.
Copackaged optics and silicon photonics are being tested for reliability, with mainstream adoption anticipated as failure rates are better understood.
Software business and M&A outlook
The software portfolio is valued for its durability and high margins, with significant investment in technology and support to ensure resilience.
Software revenue is expected to be surpassed by AI revenue within a few years.
No immediate plans for further software M&A, as AI presents the most compelling growth opportunity.
Hock Tan's 2030 AI revenue target
Broadcom's networking differentiation
CPO adoption: What's the key reliability hurdle?
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Q4 202511 Dec, 2025
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Frequently asked questions
Semiconductors for Communications
Broadcom Inc. is an American company active in the semiconductor industry. Over the years, the company has developed a range of products used for products in the digital communications sector. Its semiconductor solutions are integral to a multitude of devices, from routers and switches to set-top boxes and smartphones. The company also manufactures chips that enable data transmission through Wi-Fi, Bluetooth, and Ethernet.
Formation and Expansion
The roots of the present-day company can be traced all the way back to 1961. What would later become Broadcom was established as HP Associates, which acted as the semiconductor business arm of Hewlett-Packard. The division was spun off from the parent company as part of a larger reorganization in 1999. What had originated as a part of Hewlett-Packard eventually ended up in the hands of two other companies, who went on to form Avago Technologies. In 2016 Avago acquired Broadcom, a company founded in 1991 that manufactured semiconductors for wireless and broadband products. After the multi-billion dollar deal was finalized Avago adopted the Broadcom name, resulting in the formation of the present-day Broadcom Inc.
The semiconductor business is complex and absolutely crucial for the development of modern technology and companies like Broadcom, TSMC, and ASML play a crucial role in global manufacturing.
The Semiconductors
Broadcom Inc. is a premier manufacturer in the semiconductor sector, specializing in a wide range of integrated circuits utilized across various digital communication platforms. At the core of their offerings are chips designed for both wired and wireless communication systems. Essential products from Broadcom's semiconductor lineup include those facilitating Ethernet connections, Wi-Fi and Bluetooth functionalities, and data center switches. Additionally, the company has made significant strides in the development of custom System-on-a-chip (SoC) components.
The Software Solutions
The company also offers a variety of software solutions alongside its semiconductor products. One segment of their software portfolio is dedicated to mainframe and enterprise solutions, addressing performance optimization, data management, and security concerns. Additionally, Broadcom has products in the cybersecurity domain, providing businesses with tools to protect their digital environments. By integrating these software solutions with their hardware components, Broadcom delivers comprehensive, end-to-end systems that can be tailored and adapted to fit the customer's demands.
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