Seeking Alpha
13 Oct 2026, 09:19 UTC · 1h ago
Broadcom: The More Google Designs, The More It May Need Hock Tan
Impact · against what's priced in
The news is neutral to slightly positive for Broadcom as the market is already paying for the AI revenue surge, though the packaging expertise reinforces the company's structural position. For Google and Meta, the partnership mention is immaterial as it does not provide the specific monetization or revenue acceleration data the market currently declines to price in.
- AVGO+0.00
Already priced in
- The price assumes
AI semiconductor revenue currently doubling year-over-year to roughly $16.7 billion per quarter
The reported surge in AI semiconductor revenue through partnerships with Google, OpenAI, and Meta is already reflected in the price's assumption of doubling quarterly growth.
What AVGO's price assumes · Sep 9
