company · Semiconductors
BroadcomAVGO
The quiet giant of custom AI silicon: designs the XPUs hyperscalers use to hedge NVIDIA (Google's TPU among them) and dominates the merchant switch silicon (Tomahawk) wiring AI clusters together. Its AI revenue guidance moves the whole sector.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Sep 2, 2026 | Jul/2026 | $2.83 | $3.03 | +7.1% |
Full calendar across tracked entities: /calendar
Claims on record
According to Broadcom, HyperPorts can drive link utilization up by 70 percent by requiring one-fourth the number of managed ports for a given bandwidth level.
UNVERIFIED · The Next Platform · Nov 4, 2025
Broadcom announced the Jericho 4 ASIC along with related Qumran 4 fabric chips and Ramon aggregation chips in August 2025.
UNVERIFIED · The Next Platform · Nov 4, 2025
The Jericho 3 switch ASIC is manufactured using TSMC's 5 nanometer process.
UNVERIFIED · The Next Platform · Nov 4, 2025
The Jericho 3 chip has 28.8 Tb/sec of aggregate bandwidth and 304 SerDes running at 100 Gb/sec with PAM-4 encoding.
UNVERIFIED · The Next Platform · Nov 4, 2025