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Broadcom Newsroom
Morgan Stanley's outlook for the top ten investment trends in 2025: the revival of nuclear energy, the AI revolution in the financial Industry, quantum computing, oral weight loss medications...
Morgan Stanley pointed out that historically, popular themes with strong profit momentum tend to have a strong sustainability, such as AI, defense spending, and obesity drugs; negative prices and quantum computing are expected to emerge as new investment hotspots.
Express News | Guosheng Securities: Maintain a "Buy" rating for Ruijie Networks, with high-end products expected to accelerate volume growth.
Express News | Ming-Chi Kuo: OpenAI ASIC AI Servers are expected to start shipping in the fourth quarter of 2026 at the earliest.
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Meixin Technology (301577.SZ): Meixin's products need to be compatible with products from chip manufacturers like Broadcom, and together they are applied in Communication Equipment.
On January 9, Gelonghui reported that Meixin Technology (301577.SZ) stated during an investor relations event that the company's main products include network transformers, power transformers, inductors, and other magnetic Components. These belong to passive components, while products from IC manufacturers like Broadcom are considered active devices. Meixin's products need to match the products from chip manufacturers like Broadcom to jointly support applications in Communication Equipment.
Elon Musk Agrees That We've Exhausted AI Training Data
Can 2-nanometer chips emerge as a dark horse from Japan? The emerging company Rapidus will test production in April.
① 2025 is a key year for advanced chip processing, Taiwan Semiconductor, Samsung, and Rapidus all plan to start trial production of 2-nanometer chips; ② According to Japanese media, the emerging company Rapidus plans to begin trial production of 2-nanometer chips in April, with shipments to Broadcom starting as early as June; ③ Rapidus has received significant funding from the Japanese government, and this trial production will determine its credibility in the market.
Express News | US Technology organizations are concerned about the regulation of AI Chip exports.
Broadcom Insider Sold Shares Worth $11,296,800, According to a Recent SEC Filing
Broadcom(AVGO.US) Director Sells US$11.3 Million in Common Stock
$Broadcom(AVGO.US)$ Director Low Check Kian sold 48,000 shares of common stock on Jan 6, 2025 at an average price of $235.35 for a total value of $11.3 million.Source: Announcement What is statement
Broadcom Options Spot-On: On January 8th, 156.15K Contracts Were Traded, With 2.44 Million Open Interest
On January 8th ET, $Broadcom(AVGO.US)$ had active options trading, with a total trading volume of 156.15K options for the day, of which put options accounted for 38.32% of the total transactions,
Broadcom's Options: A Look at What the Big Money Is Thinking
Nvidia's Stock Falls Further - but Analysts See a Future That's Brighter Than Ever
Japanese Semi Firm Plans to Provide 2-nm Chips to Broadcom: Report
U.S. stock fluctuations | Broadcom rose over 1.6% in early trading, planning to cooperate with the Japanese semiconductor manufacturer Rapidus on 2-nanometer chips.
On January 8, Gelonghui reported that Broadcom (AVGO.US) rose over 1.6% in early trading, reaching a high of $232.432. In terms of news, the Japanese semiconductor manufacturer Rapidus plans to collaborate with Broadcom and is expected to share its 2-nanometer process chip prototype with the latter as early as June of this year. Through this collaboration, Rapidus is expected to supply chips to Broadcom's customers. (Gelonghui)
AMD Stock Falls After Downgrade. Why It's Trailing in the AI Chips Race. -- Barrons.com
AI Optimism Fueling Semiconductor Sales: 4 Stocks With Growth Potential