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HSBC BroadcomInc (AVGOUS) BuyPotentmixofASICandnetworkingupside Nov 23 2025 by bettyz.nycrentals is a document available to read on EtoBox.

Broadcom Inc is reinstated as a top AI semiconductor pick due to strong demand from major clients like Alphabet and Meta, leading to significant increases in ASIC revenue estimates for FY26e and FY27e. The company expects to expand its CoWoS capacity to meet this demand, while also benefiting from an expanding AI networking total addressable market. The target price has been raised to USD 535, reflecting a 34% upside potential from the current share price.

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