博通芯片,麻烦不小

半导体行业观察
24 Mar

(原标题:博通芯片,麻烦不小)如果您希望可以时常见面,欢迎标星收藏哦~在我们之前对博通公司的报道中,我们预计该公司的收入增长将保持强劲,这得益于网络半导体领域的人工智能顺风,以及对以太网和人工智能芯片的需求。我们还预计在整合 VMWare 后软件业务将出现强劲增长,同时随着整合成本下降,盈利能力也将提高。但在本文中,我们评估了博通与其最大客户苹果占收入的 20%)的关系如何演变,因为有报道称苹果...

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