Broadcom's FY2027 AI revenue target remains at over $100 billion. The company's Q2 AI semiconductor revenue declined 20% from prior print. The $30B-plus AI order book depends on timely shipments. Analysts monitor AVGO margins as XPU growth increases costs. Broadcom's AI demand outlook is still seen as strong for FY2027.
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TSMC Says US Production Can't Meet AI Demand
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