Broadcom's Q1 Guidance Highlights Surprising Growth in AI Semiconductor Revenue
In its first-quarter fiscal 2026 earnings report on March 4, Broadcom (AVGO) revealed a significant acceleration in AI semiconductor revenue. CEO Hock Tan guided for $10.7 billion in Q2 FY2026 from this segment alone, up sharply from the previous quarter's $8.4 billion and implying over 140% year-over-year growth.
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