By Yoon Geun-il
Publication Date: 2026-11-03 21:49:00
The chipmaker has seen rapid top-line expansion in its advanced networking and computing segments. In its fiscal third quarter, Broadcom’s AI semiconductor revenue reached $16.70 billion, marking a 221% increase from the prior year and accounting for approximately 56.4% of total company sales of $29.6 billion.
On an earnings call, Broadcom Chief Executive Hock Tan stated that the company targets AI semiconductor revenue of about $115 billion for fiscal 2027 and $230 billion for fiscal 2028. Tan said customer demand exceeds that outlook, while pointing to industrywide delivery constraints in leading-edge silicon, substrates, and high-bandwidth memory (HBM).
Broadcom works closely with six custom XPU customers and expects Anthropic to become the largest among them in 2027, according to company disclosures. Separately on the enterprise software side, Broadcom issued security updates addressing 89 new vulnerabilities in its TrueSource Spring Enterprise platform, bringing the total…
