Broadcom targets $350B in AI chip shipments for fiscal 2027–2028 as customers keep buying despite power limits
AI Market Summary
Broadcom guided to roughly $350B in AI chip shipments for FY2027–2028 with supply reportedly locked, signaling unusually high revenue visibility despite customer power constraints and near-term capex needs to clear bottlenecks. AI is now 56% of revenue and operating margin remains ~67.9%, supporting resilience as market attention shifts toward potential credit/lease-guarantee risk. The update should be supportive for AI hardware and semiconductor risk sentiment.
Impact level
● Medium
Affected assets
NCSKAVGO2USD/USDT-0.89%
AI Insight · NCSKAVGO2USD/USDTAI Insight
▲ Bullish
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Broadcom says it has locked in about $350 billion of AI chip shipments for the next two fiscal years. It is targeting AI revenue of $115B in 2027 and $230B in 2028, based on secured supply and customer power constraints. AI now represents 56% of total revenue, while operating margin remains at 67.9%. The stock’s valuation has compressed to about 11.5x management’s $30+ 2028 EPS target.
