# Broadcom 财报：预计 AI 芯片收入在 2027 和 2028 年翻倍至 $115B 和 $230B

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-09-03 06:20
- AIHOT 分数：70
- AIHOT 链接：https://aihot.virxact.com/items/cmtkoj5hv05v2ro5qbtabgk28
- 原文链接：https://x.com/rohanpaul_ai/status/2095275817991557451

## AI 摘要

Broadcom 最新季度财报显示，AI 半导体收入达 $16.7B，同比增长 221%，占总收入 $29.6B 的约 56%。公司预计 2027 年 AI 半导体收入达 $115B、2028 年达 $230B，连续两年翻倍；Q4 指引 AI 收入 $21.7B、同比增长 236%，总收入指引 $34.8B。

## 正文

Broadcom quarterly results are out and now it expects AI chip revenue to double in 2027 and 2028

they say AI semiconductor revenue could hit $115B in 2027 and $230B in 2028, doubling twice.

In the latest quarter the AI semiconductor revenue reached $16.7B, up 221%, while Broadcom's total revenue rose 86% to $29.6B.

That puts AI semiconductors at roughly 56% of Broadcom's quarterly revenue, and making custom accelerators and AI networking central to its growth.

Broadcom expects the AI line to climb again to $21.7B in Q4, up 236% year over year, against $34.8B of total revenue guidance.

At those numbers, AI semiconductors would approach 62% of quarterly sales, showing how quickly Broadcom's revenue mix is moving toward AI infrastructure.