Broadcom today
As of 04:00 pm
- 52 weeks
- 119.76 dollars
▼
$ 251.88
- Profit
- 1.38 %
- P/E ratio.
- 139.47
- The target price
- 231.28 dollars
As one of the largest companies in the world, Broadcom Nasdak: AVGO Of course it has relationships with some other prominent companies in the world. Due to the market installation of artificial intelligence, many are aware of Broadcom’s relationship with the parent company of Google, Alphabet Nasdak: Goog. Alphabet has developed tensioner units (TPUS) using Broadcom, which it uses to train artificial intelligence models.
However, outside Amnesty International, Broadcom also has a historical relationship with the largest public company in the world, Apple Nasdak: Aapl. Apple uses Broadcom chips in their wireless consumer devices. This relationship may take a new model, as Broadcom is said to work with Apple to develop artificial intelligence chips.
The analysis below will dive into Broadcom relationship with Apple. How important is Apple’s work in Broadcom? How exposure can be Broadcom for the risks related to tariffs within this working line? In addition, are Apple already trying to build AI chips with Broadcom technology, and what kind of upward trend can this mean to Broadcom if so?
Apple: Roldless Radwart’s Broadcom
Broadcom Chair Change AAI with large Apple. Before the fiscal year q1 2025, Broadcom ranked semiconductor revenues as follows: networks, wireless, server storage, broadband, and industry. In the fourth quarter of 2024, the company brought about $ 2.2 billion of wireless revenue. Almost all this came from Apple.
Press publications clearly show that Broadcom makes chips used in Apple products. This includes things like WiFi cards and 5G radio frequency components. In the Q2 2024 profit call, Broadcom referred to a wireless agent in North America, saying it “represents all our wireless works.” Reading between the lines, they speak clearly about Apple. In general, these wireless revenues of $ 2.2 billion account for approximately 16 % of Broadcom’s total revenues of $ 14 billion in this quarter.
clearly, Apple is a large part of Broadcom. So, how can the definitions affect Broadcom because of their relationship with Apple?
Modern tariff changes provide Apple and Broadcom
The markets were very concerned about Apple after a tariff between the United States and China. Apple has Chinese companies Assembly about 90 % of iPhone devices. President Trump 145 % mutual definitions On Chinese imports would force Apple to raise iPhone prices, which may greatly harm the size of sales. This would have been bad news for Broadcom, as iPhone sales mean fewer chip sales.
Apple and Broadcom seems to be sighing, at least at the present time. Customs and border protection in the United States recently announced that electronics These mutual definitions will be exempted. However, these companies are far from getting out of the forest. US Secretary of Commerce Howard Lootnick said that the definitions of electronics are still coming.
The government will do this using private sector duties on semiconductors. Lootnick stated that the government can age in a month to two months.
In general, it is difficult to say anything tangible with the daily variable tariff policies. However, for Broadcom, these definitions that can soon affect devices are destroyed. They will hurt the company’s noni chips, and perhaps significantly. It is important to note that the wireless business in Broadcom was not growing much anyway.
Growth in this part of somewhat positive ranges to a little negative during many previous quarters. Nevertheless, Broadcom continued to succeed, indicating that the company may not be hurt due to the low demand for Apple devices.
AI’s AI and Apple ambitions and a possible partnership
Broadcom shares expectations today
231.28 dollars
Moderate purchase
Based on 27 analyst classifications
| The current price | $ 170.99 |
|---|---|
| High expectations | $ 300.00 |
| Average expectations | 231.28 dollars |
| Low expectations | $ 170.00 |
Broadcom
In early December 2024, it appeared that Apple was working with Broadcom To build her artificial intelligence chip. Apple wants to use the product in artificial intelligence servers to enhance Apple Intelligence capabilities. Although Apple and Broadcom did not check this relationship, some evidence indicates that this may be true. Apple’s investment of $ 500 billion in the United States will significantly go towards making artificial intelligence servers.
Within this advertisementApple said the servers will use “Apple Silicon”, indicating that Apple designs custom chips. Technology companies such as Alphabet have already found a major partner in Broadcom in customized chips design. Thus, it seems that Apple and Broadcom can associate with this project to do the same.
This can significantly enhance Broadcom’s revenues. Apple is the most valuable public company in the world, but many of them saw that the company is late when it comes to adopting artificial intelligence. Broadcom will be happy to help them catch a knee.
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