(Bloomberg) - Broadcom Inc., lub chipmaker uas muab qee lub tuam txhab loj tshaj plaws hauv kev lag luam thev naus laus zis, tau muab kev muag khoom muaj zog rau lub quarter tam sim no, tshem tawm kev ntshai tias kev siv nyiaj hauv internet tau qeeb.
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Cov nyiaj tau los hauv lub quarter thib plaub yuav yog kwv yees li $ 8.9 nphom, Broadcom tau hais hauv nqe lus hnub Thursday, piv nrog tus kws tshuaj ntsuam qhov nruab nrab ntawm $ 8.72 billion. Cov shares tau nce txog 2% hauv kev ua lag luam lig tom qab daim ntawv tshaj tawm.
Qhov kev xav pom tau hais tias Broadcom tab tom ua rau kev poob qis dua hauv kev thov nti, tsawg kawg rau tam sim no. Lwm tus neeg muab khoom, suav nrog Nvidia Corp., Intel Corp. thiab Micron Technology Inc., tau kwv yees qhov kev muag khoom qeeb qeeb - raug mob los ntawm kev txiav txim qeeb ntawm tus kheej lub computer thiab smartphones. Muab qhov kev xav tsis zoo no, Broadcom Tus Thawj Saib Xyuas Haujlwm Hock Tan tau lees paub tias nws lub tuam txhab tsab ntawv ceeb toom yog "me ntsis surreal."
"Los ntawm peb lub ntsiab lus zoo, kev siv nyiaj txiag tseem tab tom tuav ntau heev," Tan tau hais hauv lub rooj sib tham hu nrog cov kws tshuaj ntsuam. "Nws yog qhov kawg thov."
Broadcom's backlog ntawm kev txiav txim, uas tsis tuaj yeem raug tshem tawm, tab tom nthuav dav thiab tam sim no zaum ntawm $ 31 nphom, Tan tau hais. Lub tuam txhab tau nruj me ntsis kom ntseeg tau tias cov kev txiav txim no cuam tshuam qhov kev thov rau cov khoom tiag - thiab tsis yog yuav zaum hauv lub tsev rau khoom xwb. Broadcom lub sijhawm ua haujlwm nruab nrab, qhov sib txawv ntawm kev tau txais kev txiav txim thiab sau nws, tseem nyob ntawm 50 lub lis piam, Tan tau hais.
Broadcom yog qhov zoo dua li cov tuam txhab uas tsom rau cov chips rau PCs, uas tsis muag zoo vim tias cov neeg siv khoom tiv thaiv kev nce nqi thiab txo qis kev yuav khoom loj. Nvidia nthuav tawm qhov mob taub hau ntxiv rau lub lim tiam no thaum nws hais tias kev txwv tshiab ntawm kev xa tawm mus rau Tuam Tshoj tuaj yeem ua rau kev muag khoom. Cov lus ceeb toom ua rau poob qis hauv cov khoom lag luam nti hnub Thursday, nrog Nvidia poob ntau li 12%.
Broadcom, uas tau txais txog 30% ntawm nws cov nyiaj tau los ntawm Tuam Tshoj, tsis tau txais tsab ntawv ceeb toom los ntawm tsoomfwv Meskas thiab tsis xav tias yuav, raws li Tan.
Broadcom muag ntau yam chips, ua rau San Jose, California-based tuam txhab ua ib lub suab nrov rau kev lag luam tech.
Nws cov semiconductors muab kev sib txuas luv luv rau ntau Apple Inc. li, suav nrog iPhone. Lwm cov khoom lag luam yog qhov tseem ceeb rau cov tshuab sib txuas hauv cov chaw loj heev uas yog Amazon.com Inc.'s AWS thiab Alphabet Inc.'s Google. Cisco Systems Inc. siv cov chips tib yam hauv nws cov khoom lag luam rau cov tuam txhab cov ntaub ntawv chaw, thiab ntau yam ntawm Broadcom silicon khiav ntau lub ntiaj teb cov thawv ntim khoom.
Broadcom tau hais tias qhov kev thov los ntawm nws cov neeg siv khoom loj hauv North American, nws cov cai rau Apple, yog qhov ruaj khov thiab nws xav tias yuav muaj kev nce ntxiv hauv lub sijhawm tam sim no thaum lub tuam txhab tau nthuav tawm ntau yam qauv tshiab. Tus neeg muag khoom nti tau hais tias nws cia siab tias chav tsev ntim yuav yog ib yam li lawv tau ua thaum tus qauv dhau los tau qhia.
Broadcom kuj tau nthuav tawm rau hauv kev lag luam software los ntawm kev tau txais kev ruaj ntseg thiab lub peev xwm mainframe. Thiab nws tab tom sim txuas ntxiv qhov sib txawv nrog $ 61 nphom kev yuav khoom ntawm VMWare Inc. hauv kev sib pauv tau tshaj tawm Lub Tsib Hlis 26.
Lub tuam txhab, zoo li ntau ntawm nws cov phooj ywg, outsources ntau ntawm nws cov khoom. Qhov kev tawm tsam loj tshaj plaws hauv ob xyoos dhau los tau txais cov khoom txaus los ntawm cov tuam txhab tsim khoom. Tam sim no cov kev tsis txaus no muaj kev pheej hmoo ntawm kev hloov mus rau hauv kev tsim cov khoom muag.
Hauv lub quarter thib peb, uas xaus rau Lub Xya Hli 31, Broadcom cov txiaj ntsig tau nce mus rau $ 9.73 ib feem, tsis suav nrog qee yam khoom. Cov nyiaj tau los nce mus txog $ 8.46 billion. Cov kws tshuaj ntsuam tau kwv yees cov nyiaj tau los ntawm $ 9.57 ib feem ntawm kev muag khoom ntawm $ 8.41 billion.
Tan tau kwv yees tias kev lag luam nti yuav qeeb mus rau keeb kwm kev loj hlob ntawm kwv yees li 5% lossis tsawg dua. Qhov ntawd yuav yog qhov tseem ceeb los ntawm xyoo tas los, thaum kev muag khoom tau nce 26%.
Cov neeg lag luam tau txiav txim siab tias qhov tshiab nti boom tau khiav nws txoj kev kawm. Broadcom tau poob 26% hauv 2022 txog hnub Thursday kaw, raws li Philadelphia Tshuag Txauv Semiconductor Index.
(Hloov tshiab nrog cov lus pom los ntawm CEO hauv kab lus plaub.)
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