Topic

Broadcom Research

Research regarding Broadcom centers on an 'astonishing' ramp-up in global AI demand, with the total addressable market for AI data center systems projected to reach $1.7 trillion by CY30. This momentum is further validated by South Korea's semiconductor exports, which surged 169.4% due to sustained global AI investment. While the accelerator market remains competitive, the broader semiconductor landscape is benefiting from a cyclical recovery in the analog sector and emerging growth in AI power semiconductors. However, institutional sentiment suggests some tactical caution, as UBS recommends rebalancing away from concentrated US tech holdings amid geopolitical volatility and a 12.4% year-to-date return. Despite these macro pressures and a 'K-shaped' consumer recovery, the anticipated shift by central banks toward growth-oriented policies in late 2026 provides a supportive backdrop for infrastructure leaders. Consequently, the research direction highlights a massive expansion in AI-related hardware demand balanced against regional currency pressures and portfolio diversification trends.

4161 reports available

Broadcom Inc: Ignore The Noise

J.P. Morgan·Jun 16, 2026

Broadcom's TPU v9 2nm ASIC program remains on track for a CY28 launch, refuting recent market concerns regarding delays. The firm maintains an 'Overweight' rating, citing a significant competitive lead over Google's internal development efforts.

AI Drives Resurgence in Custom Chips

J.P. Morgan·Jun 18, 2026

The report highlights a significant market resurgence in custom ASICs, projecting a $60-70 billion opportunity by 2026. Broadcom and Marvell are identified as the primary beneficiaries of the shift toward custom silicon among major hyperscalers.

US Hardware And Semiconductors Sector Specialist Commentary

J.P. Morgan·Jun 21, 2026

This report provides a weekly update on US Hardware and Semiconductor sectors, highlighting memory cycle optimism, AI infrastructure capex, and inflationary pricing pressures on consumer devices like the iPhone.

Intelligence Weekly Computex 2026 AI Infrastructure And The Future Of The Compute Stack

UBS·Jun 9, 2026

The report analyzes key takeaways from Computex 2026, highlighting a shift in AI spending from GPUs to a broader system architecture involving CPUs, connectivity, and edge AI.

Intelligence Weekly: An Overview Of The Optics Value Chain

UBS·Jun 16, 2026

This report details the optics value chain, essential for scaling AI infrastructure beyond the limitations of copper networking. UBS analyzes key incumbents across materials, laser components, and transceiver assembly, favoring a balanced investment approach.

Transformational Innovation Opportunities: Artificial Intelligence

UBS·Jul 3, 2026

UBS maintains a constructive stance on the AI theme for 2H26, citing ~10% potential upside, but advises caution regarding long-term capex sustainability and potential mid-cycle digestion risks in 2028.

TMT Specialist Sales Daily Wrap

Goldman Sachs·Jul 7, 2026

Semiconductor Inventory Tracker

Morgan Stanley·Jul 1, 2026

China Equity Strategy: How close are we to the peak of the AI tech upcycle in China?

UBS·Jun 23, 2026

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