After three relatively short years of explosive growth thanks to the GenAI boom, AI is driving half of systems revenues worldwide already. And so it stands to reason that the custom ASIC design business and the AI-related networking businesses will eventually come to dominate the semiconductor businesses of Broadcom.
In the second quarter of fiscal 2025 ended in early May, the share of AI-related semiconductors rose above 50 percent of sales for the second time in a row for Broadcom,…
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https://www.nextplatform.com/2025/06/09/broadcom-at-the-crossroads-between-merchant-and-custom-silicon/
