RESEARCHAVGOabout 1 month ago2.4Kviews

Broadcom: capacity is no longer the thing that gates revenue

Wafer supply stopped being the binding constraint two quarters ago. Substation interconnect and advanced packaging now set the delivery schedule, and neither is modelled.

Marcus Webb@marcus_webb

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This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.