JPMorgan: Broadcom's AI custom chip demand surges, Tomahawk 6 sold out

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Deep Tide TechFlow news, July 8 - According to Chaoxiang Research, a Broadcom management meeting note from JPMorgan on July 7 shows that inference demand is accelerating the adoption of custom XPUs. The ratio of XPU to GPU shipments among frontier model builders could reach 50:50 by next year. Google's TPU v9 roadmap is on track, with 400G SerDes already developed and running; Apple's ASIC partnership has been extended to 2031, adding a new AI accelerator project; OpenAI's next-generation XPU is about to tape out.

The Tomahawk 6 switch chip is sold out. Broadcom does not believe AI computing power will be oversupplied in 2027/2028. JPMorgan maintains an overweight rating, noting Broadcom is the world's second-largest AI semiconductor supplier, the largest custom ASIC supplier, and the largest networking semiconductor supplier.

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