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ASICs

6 articles
The Motley FoolThe Motley Fool··Justin Pope

Broadcom's AI Chip Boom Offers 51% Upside as Stock Hits Oversold Territory

Broadcom stock down 25% from highs amid selling pressure, but AI ASIC business poised for explosive growth with analysts projecting 51% median upside.
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The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Dominance vs. Marvell's Value Play: Which Chip Stock Offers More Upside?

Broadcom and Marvell capitalize on custom AI chip demand. Broadcom leads with 60% market share and 106% AI growth; Marvell offers better valuation with doubling custom processor revenue.
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The Motley FoolThe Motley Fool··Keithen Drury

Broadcom Positioned for 80% Surge to $614 by 2027 on AI Chip Dominance

Broadcom projects 80% upside to $614 by 2027 on $100B AI chip revenue and $17.54 EPS, offering leveraged exposure to AI infrastructure spending growth.
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The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Chip Ambitions: Can It Match Nvidia's Dominance by 2030?

Broadcom's AI chip revenue surged 106% to $8.4B annually, with projections exceeding $100B by 2027, positioning it to rival Nvidia's AI dominance by 2030.
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The Motley FoolThe Motley Fool··Patrick Sanders

Beyond Nvidia: Three AI Infrastructure Plays Poised for Wealth Creation

Broadcom, Lam Research, and TSMC offer diversified exposure to AI infrastructure beyond Nvidia, supplying custom chips, manufacturing equipment, and foundry services to power the global AI buildout.
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The Motley FoolThe Motley Fool··Danny Vena, Cpa

Broadcom Surges 60% on AI Boom: Should You Buy Before Earnings?

Broadcom stock surged 60% amid AI boom with 96% buy ratings from Wall Street, though it's pulled back 23% from peak. Earnings due March 4.
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