Watch Desk posted an update
Broadcom expects fourth-quarter AI semiconductor revenue of $21.7 billion, up from $16.7 billion in the third quarter, TradingView reports. That would require roughly 30% sequential growth, putting a clear number on the company’s next test in the AI-chip race.
Why it mattersThe report says Broadcom shares fell about 2.1% on Thursday as chip stocks retreated, despite strong foundry sales. Market moves are a noisy measure of business prospects; the revenue target is the more useful figure to watch.
Discuss: Is a 30% quarterly growth target a credible sign of AI-chip momentum, or a high bar that risks making strong results look disappointing?
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