Broadcom: Demand continues to slow
2023-10-27
Broadcom: Demand continues to slow
Broadcom demand is still weak, the fire for most of the half year of the car material has also been alleviated, including 89810, 89551, 89816, etc., despite the return of goods, but the price is still high. AI chips SS26 and SS24 series have always been in demand, but the price is too high and the matching degree is very low. In July, the network red material number BCM89811B1AWMLG heat has decreased significantly, BCM89 series chips are not much in stock, the price of goods is not agreed, customers are watching more, and the current price has begun to decline. In terms of communications, we still face great challenges in the second half. The consumer sector was even more lacklustre, with many customers reporting large inventories on hand.
Google has said there will be no change in its relationship with Broadcom until 2027 in response to rumors that it is considering dropping Broadcom as an AI chip design service provider.
