Broadcom

2025.06.17

16:49

Meta to launch next-generation ASIC chips as early as Q4

Meta Platforms is rumored to launch the next-generation AI ASIC chip MTIA T-V1 designed by Broadcom in the fourth quarter of 2025, and its specifications are expected to exceed Nvidia's Rubin AI GPU.

2025.06.16

17:50

Power source: Won the bid for a 166 million yuan switching power supply project

Power Source announced that the company received a winning notice issued by Jiangsu Zhongbo Communication Co., Ltd., and the company was determined to be the winning bidder for China Tower's 2025 switch power supply product centralized procurement project. The winning bid amount is 166 million yuan, and the actual amount is subject to subsequent execution. The company will sign a contract with China Tower Co., Ltd. as soon as possible based on the winning bid results. This winning project will have a positive impact on the company's future operating performance.

2025.06.10

20:56

Robotech: Currently operating normally and has not been kicked out of the industry chain by many technology giants

Robotech stated on an interactive platform on June 10 that the company is currently operating normally and there is no situation of being kicked out of the industrial chain by Nvidia, TSMC, Huawei, SpaceX, Samsung, and Broadcom as rumored.

2025.06.07

04:12

The three major U.S. stock indexes closed higher, with popular technology stocks rising across the board

The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 1.05%, the Nasdaq up 1.2%, and the S&P 500 up 1.03%. Popular technology stocks generally rose, with Google and Tesla up more than 3%, Amazon up more than 2%, Nvidia, Apple, and Meta up more than 1%, and Broadcom down 5%. Cryptocurrency and automobile manufacturing sectors led the gains, with Circle up more than 28% and Trump Media Technology Group up more than 4%. Coinbase rose nearly 3%. The precious metals sector led the decline, with Harmony Gold down more than 5%, Royal Gold down more than 4%, and Gold Fields down more than 3%. Lululemon closed down 20%, its worst single-day performance since March 2020.

2025.06.06

18:37

Bank of America raises Broadcom's price target from $240 to $300

Bank of America: Raised Broadcom's target share price from $240 to $300.

16:07

Broadcom's U.S. stock fell 3.3% in pre-market trading as its second-quarter revenue outlook failed to exceed expectations

Broadcom shares fell 3.3% in premarket trading as its second-quarter revenue outlook failed to exceed expectations.

05:30

Broadcom shares fall 5.5% during earnings call

Broadcom's stock price fell as much as 5.5% during the earnings call.

05:29

Broadcom CFO: Margins are shrinking due to custom AI chip projects

Broadcom CFO: Margins are shrinking due to custom AI chip projects.

2025.06.05

20:42

Haotong Technology: Several shareholders intend to reduce their holdings

Haotong Technology announced that director Liu Bibo plans to reduce his holdings of the company's shares by no more than 20,965 shares through centralized bidding, accounting for 0.0133% of the company's total share capital. Xuzhou Broadcom Enterprise Management Partnership (Limited Partnership) plans to reduce its holdings of the company's shares by no more than 47,250 shares, accounting for 0.0300% of the company's total share capital. Deputy General Manager Zhu Feng plans to reduce his holdings of the company's shares by no more than 26,250 shares, accounting for 0.0167% of the company's total share capital. The reduction period is within 3 months after 15 trading days from the date of this announcement, and the reduction will be carried out through centralized bidding. The total number of shares reduced within any consecutive 90 days shall not exceed 1% of the total number of shares of the company. The reduction price will be determined according to market conditions and shall not be lower than the listing price.

08:42

CITIC Securities: Broadcom's new generation of switch chips delivered with focus on optical communications opportunities

CITIC Securities Research Report believes that recently, Broadcom revealed that its new generation Tomahawk 6 switching chip has started delivery, and customer demand is currently very strong. The performance of Tomahawk 6 has been significantly improved and can support cluster deployment of millions of XPUs. The research report believes that network rate upgrades and computing power cluster expansion are still long-term development trends, and the mass production of Tomahawk 6 is expected to promote the rapid growth of demand for 1.6T optical modules and data center interconnection (DCI). At the same time, Tomahawk 6 also released a co-packaged optical technology (CPO) version, which is expected to promote the maturity of the CPO solution. Therefore, CITIC Securities believes that optical module/device manufacturers who have deeply deployed high-speed data communication modules, DCI interconnection and CPO solutions are expected to benefit.

04:14

The three major U.S. stock indexes closed mixed, and popular technology stocks rose and fell.

The three major U.S. stock indexes closed mixed, with the Dow Jones Industrial Average down 0.22%, the Nasdaq up 0.32%, and the S&P 500 up 0.01%. Hot technology stocks rose and fell, with Meta up more than 3%, Broadcom and AMD up more than 1%, and Tesla down more than 3%. Social media, non-ferrous metals, and semiconductors led the gains, with American Silver Corp. up more than 4% and Pinterest up more than 2%. The automobile manufacturing and oil and gas sectors led the declines, with Lotus down more than 5%, Bailey Oil down more than 3%, and General Motors, Honda Motor, and Rivian down more than 2%.

2025.06.04

07:28

Broadcom launches Tomahawk 6, a super chip that can drive 100,000 GPUs

Broadcom is taking bold steps to try to get a bigger piece of the hot AI infrastructure market. Last weekend, the chip giant began mass production of its most powerful data center switch chip to date, the Tomahawk6. Early customers, including top cloud service providers and network equipment companies, have begun deploying this chip to form the world's largest GPU cluster. Although the specific customer names were not disclosed, Veraga hinted that there are more than 100,000 GPU deployment cases. Considering that usually one switch is required for every 10 GPUs, its market potential is evident.

04:11

The three major U.S. stock indexes closed higher, with most popular technology stocks rising

The three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 0.51%, the Nasdaq up 0.81%, and the S&P 500 up 0.58%. Most of the popular technology stocks rose, with Broadcom up more than 3% and Nvidia up more than 2%.

2025.06.03

22:40

Broadcom (AVGO.O) shares hit an all-time high, rising as much as 2.3%.

22:39

Broadcom shares hit a record high, up 2.3% at one point

Broadcom's stock price hit an all-time high, rising as much as 2.3%.

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