KiloI-Broadcom (AVGO) inenani lemakethe elingaba amadola ayisigidigidi angu-1.70 ngo-2026, inkampani yesi-8 eyigugu kunazo zonke emhlabeni. Yeqa amadola ayisigidigidi angu-1 okokuqala ngomhla ziyi-13 kuZibandlela 2024, lapho isheya lagxuma cishe ngo-24% ngosuku olulodwa ngemva kombiko oqinile wemali engenayo ye-AI, usuku lwalo oluhle kunazo zonke lokuhweba olwake lwarekhodwa. I-Broadcom yenza ama-chip enethiwekhi nama-chip enziwe ngokwezifiso ahambisa idatha ngaphakathi kwezikhungo zedatha ze-AI, futhi inesofthiwe enkulu yengqalasizinda nge-VMware. Bona ukuthi ihleleke kanjani namuhla ku-Kilocorn Club.
Ukukhuphuka kwe-Broadcom kudlula amadola ayisigidigidi angu-1
| Usuku | Inani lemakethe |
|---|---|
| 2023 | $0.55T |
| Dis 13, 2024 | $1.00T |
| 2025 | $1.30T |
| Mey 2026 | $1.70T |
I-Broadcom yachitha iminyaka iwumkhiqizi omkhulu wama-chip kodwa wezinga lesibili, ngaphambi kokuthi isidingo se-AI sishintshe izibalo. Ukugxuma kwe-24% ngomhla ziyi-13 kuZibandlela 2024 kwengeza amakhulu ezigidigidi enanini esikhathini esisodwa futhi kwayisukela ngaphezu kwamadola ayisigidigidi angu-1 okokuqala. Iqhubekile nokukhuphuka kusukela lapho. Iqhathanise nezinye izinkampani eziyigugu kunazo zonke.
Yini ngempela i-Broadcom eyenzayo
I-Broadcom isemabhizinisini amabili. Elokuqala ama-semiconductor: ama-chip enethiwekhi e-AI nama-accelerator enziwe ngokwezifiso, abizwa ngokuthi ama-ASIC, amakhasimende amakhulu awaklama ne-Broadcom ukuze asebenzise imisebenzi yawo ye-AI esikhundleni sokuthenga ama-GPU asekhona. Elesibili isofthiwe yengqalasizinda, esekelwe ku-VMware, i-Broadcom eyayithenga ngo-2023. Uhlangothi lwama-chip e-AI yilo olushukumisa ukulinganiselwa kwenani.
Ukuthi i-Broadcom ifaneleka kanjani ekwakhiweni kwe-AI
Uma i-NVIDIA ihlinzeka ngama-GPU futhi i-TSMC ikhiqiza i-silicon, i-Broadcom ihlinzeka ngengxenye enkulu yamapayipi axhuma konke. Ama-chip ayo enethiwekhi nama-accelerator enziwe ngokwezifiso avumela ama-hyperscaler ukuxhuma izinkulungwane zamaprosesa ndawonye nokuklama izindlela ezehlukile ezithathela indawo ihadiwe ye-NVIDIA. Leso sikhundla saguqula i-Broadcom yaba ngomunye wabawini abakhulu kunabo bonke bokwakhiwa kwezikhungo zedatha.
Imibuzo ebuzwa njalo
Liyini inani lemakethe le-Broadcom ngo-2026?
Cishe amadola ayisigidigidi angu-1.70, elesi-8 ngobukhulu emhlabeni, lishukunyiswa isidingo sama-chip ayo enethiwekhi nama-chip enziwe ngokwezifiso e-AI.
I-Broadcom yafinyelela nini inani lemakethe lamadola ayisigidigidi angu-1?
I-Broadcom yeqa amadola ayisigidigidi angu-1 okokuqala ngomhla ziyi-13 kuZibandlela 2024, ngemva kokuba isheya ligxume cishe ngo-24% ngosuku olulodwa ngenxa yombiko oqinile we-AI.
Yini i-AVGO?
I-AVGO uphawu lwesheya lwe-Broadcom. I-Broadcom ne-AVGO kubhekisela enkampanini efanayo, umkhiqizi wama-chip nesofthiwe obiza cishe amadola ayisigidigidi angu-1.70.
Yenzani i-Broadcom?
Ama-chip enethiwekhi nama-chip enziwe ngokwezifiso ezikhungweni zedatha ze-AI, kanye nesofthiwe yengqalasizinda okuhlanganisa ne-VMware, i-Broadcom eyayithola ngo-2023.
Kungani isheya le-Broadcom ligxume ngo-24% ngosuku olulodwa?
Ngomhla ziyi-13 kuZibandlela 2024, i-Broadcom yakhuphula ukubuka kwayo kwemali engenayo ye-AI. Abatshalizimali bayilinganisa kabusha inkampani, okwayinika usuku lwayo oluhle kunazo zonke lokuhweba olwake lwarekhodwa futhi kwayisukela ngaphezu kwamadola ayisigidigidi angu-1.