汇丰谈博通:承认ASIC市场重估,但长期增长空间仍不确定

华尔街见闻
11 Feb

汇丰银行警告,市场对博通 ASIC业务潜力预期过于乐观,公司在短期内盈利增长可能面临挑战,特别是在无线业务方面,自2024年第四季度业绩公布以来,博通股价上涨了24%。管理层在电话会上暗示,公司三大ASIC(专用集成电路)客户在2027财年的AI收入可服务市场(SAM)规模在600亿至900亿美元之间。这一市场规模包括了GPU、ASIC、内存和网络设备的总支出。这导致了大规模的市场价值重估。目前...

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