Broadcom Inc. (AVGO) saamiyada ayaa u muuqda inay diyaar u yihiin koror weyn oo ah 12 todobaad kadib saadaal togan oo muujinaysa kharashyo xooggan oo ku saabsan xisaabinta sirdoonka macmal (AI). Bayaan ay soo saartay Broadcom ayaa lagu sheegay in iibka qiyaas ahaan $14. 9 bilyan ah la filayo muddada dhammaanaysa May 4, taas oo ka sarreysa qiyaasaha falanqeeyayaasha oo ah $14. 6 bilyan isla markaana muujinaysa xoogga sii socota ee maalgelinta AI. Shirkadda ayaa si weyn uga faa’iidaysatay kharashyo muhiim ah oo ka yimid macaamiisha xarumaha xogta oo ku saabsan kaabayaasha cusub, taasoo kordhinaysa kalsoonida maal-gashadayaasha iyada oo ay jirto dareen taxaddar ah sanadkan 2025. Maamulaha guud ee Broadcom Hock Tan ayaa sheegay in kharashka AI uu ahaa arrin muhiim ah rubuc biloodleedka koowaad, iyadoo dakhliga ka imanaya qaybtaan la filayo inuu gaadho $4. 4 bilyan. Suuqyada kahor, saamiyada Broadcom ayaa kor u kacday qiyaastii 13%, iyadoo ujeedadu tahay in korarkaas uu noqdo kii ugu weynaa tan iyo Diseembar 2023, in kasta oo saamiyadu ay hoos u dhacday 23% sanadkan, iyadoo la xiray $179. 45. Wararkan wanaagsan ayaa yimid kadib markii ay shirkadda tartanka la ah Marvell Technology Inc.

soo bandhigtay natiijooyin aan fiicneyn, inkastoo dakhliga kor u kacay 27%, saamiga wuxuu hoos u dhacay 20%. Broadcom ayaa soo saartay faa’iido rubuc biloodleedka koowaad oo ah $1. 60 saami kasta iyo koror dakhliga ah oo ah 25% ilaa $14. 92 bilyan, iyadoo ka sarreysa qiyaasaha la filayay. Inkasta oo shirkaddu ay soo saarto noocyo kala duwan oo chips ah, diiradda maal-gashadayaasha ayaa dhawaan la saaray qaybteeda naqshad gaar ah ee codsiyada AI, iyadoo la kaashanayso shirkadaha waaweyn ee xarumaha xogta si loo xoojiyo soo saarka chips-ka. Tan ayaa xusay in Broadcom ay ballaarinayso saldhigeeda macaamiisha ee qeybtaan, iyadoo la filayo inay fursado korodhka dakhliga ka jiraan ka baxsan qiyaasaha hadda ah oo ah $60 bilyan ilaa $90 bilyan sanadka 2027. In kasta oo shirkaddu aysan shaacin aqoonsiga macaamiisha, ayaa la rumeysan yahay inay la shaqeyneyso shirkado tiknoolojiyad waaweyn sida Google, Meta, iyo ByteDance. Tan ayaa sidoo kale ka hadlay su’aalaha ku saabsan suurtagalnimada iibsashada, oo ay ku jiraan qaybo ka mid ah Intel Corp. , isagoo sheegay in diiradiisu tahay AI iyo isku dhafka VMware, oo Broadcom ay iibsaday $69 bilyan sanadkii 2023. Qaybta semiconductor-ka ayaa soo sheegtay dakhli dhan $8. 21 bilyan, halka iibka software-ka uu gaadhay $6. 7 bilyan, labada dhinacba waxay ka sareeyeen saadaasha. Broadcom ayaa weli ah alaab-qeybiye muhiim ah oo Apple Inc. , in kasta oo warbixinada ay muujinayaan in Apple laga yaabo inay bilaabaan inay u guuraan waxyaabaha gudaha ah mustaqbalka dhow, taasoo saameyn ku yeelanaysa Broadcom iyo tartamayaasha sida Qualcomm Inc.