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RT NEWS: 👀 #Broadcom guides fiscal Q3 AI chip revenue to US$16B, below expectations. Yet it continues to tout expanding #ASIC programs with #Google...

What happened

Broadcom guides fiscal Q3 AI chip revenue to US$16B, missing market expectations. However, the company highlights expanding ASIC programs with major clients like Google and Meta. Bearish for short-term sentiment, but custom silicon demand remains a key watch factor.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

AI ChipsASIC

Broadcom Google Meta

earnings-guidanceAI-chipsASIC

Source and time

Source: TrendForce Official (Market Data) · 6/3/2026 · View original source

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RT NEWS: 👀 #Broadcom guides fiscal Q3 AI chip revenue to US$16B, below expectations. Yet it continues to tout expanding #ASIC programs with #Google...

What happened

Impact and signal

Affected components and suppliers

Source and time

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