Broadcom's Meta Pact tuaj yeem txhais tau ntau txhiab daus las hauv ib xyoos, hais JPMorgan

Ntawv loj

JPMorgan ntseeg tias chip txiag Broadcom yuav yog tus tau txais txiaj ntsig loj ntawm qhov kev hloov pauv.

Hnub Tuesday, tus kws tshuaj ntsuam Harlan Sur tau hais

Broadcom

(Tus zuam:

AVGO

) tau yeej ntau deals nrog

Meta Platforms

(

FB

) metaverse chav tsev rau kev txawj ntse txawj ntse, ua yeeb yaj kiab, thiab lub hom phiaj sib txuas.

"Peb ntseeg tias Broadcom kev cai nti (ASIC) tsim lub raj xa dej tau nrawm nrawm ntawm Meta / Facebook raws li nws pib ua haujlwm ntawm nws cov khoom siv hluav taws xob metaverse uas yuav xav tau cov peev txheej tseem ceeb silicon suav nrog," nws sau.

Ntau lub tuam txhab thev naus laus zis loj tau nqis peev ntau rau hauv kev hloov pauv - lub zeem muag yav tom ntej uas cov neeg siv khoom tuaj yeem ua si ib hnub, sib raug zoo, thiab ua haujlwm hauv ntiaj teb virtual. Lub hli dhau los no,

Sony

(

SONY

) hais tias thaj chaw tau nce siab hauv qhov tseem ceeb thiab nws npaj yuav txais metaverse raws li qhov tseem ceeb ntawm kev loj hlob.

Meta twb tau nqis peev nyiaj ntau heev los txhim kho nws lub peev xwm. Lub tuam txhab thev naus laus zis tau poob ntau dua $ 20 nphom hauv peb lub xyoos dhau los ntawm cov phiaj xwm khi rau qhov kev hloov pauv.

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Cov ntawv xov xwm sau npe

Lub Barron Hnub

Kev sib tham thaum sawv ntxov txog qhov koj yuav tsum paub nyob hauv hnub ua ntej, suav nrog kev tawm tswv yim tshwj xeeb los ntawm Barron thiab MarketWatch cov kws sau ntawv.

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JPMorgan kwv yees Broadcom cov nyiaj tau los ntawm Meta raws li cov neeg siv khoom siv huab cua yuav ncav cuag $ 1 nphom-ntxiv txhua xyoo nyob rau peb mus rau plaub xyoos tom ntej. Sur tau hais tias tus tsim chip yog tus muab kev pabcuam loj tshaj plaws ntawm high-end kev cai chips ua raws li

Marvel Technology

(MRWV).

"Cov kev cai nti (lossis ASIC) kev lag luam rau Broadcom yog qhov muaj zog franchise thiab txhawb nqa nws cov thawj coj hauv kev sib txuas lus, broadband, cia, thiab wireless," tus kws tshuaj ntsuam sau.

Meta thiab Broadcom tsis tau teb tam sim ntawd rau kev thov tawm tswv yim txog JPMorgan tsab ntawv ceeb toom.

Lub lim tiam dhau los, Broadcom tshaj tawm nws tau mus txog qhov kev pom zoo kom tau lub tuam txhab software

VMware

(VMW) rau kwv yees li $ 61 nphom hauv nyiaj ntsuab thiab Tshuag.

Lub tuam txhab shares tau poob 13% xyoo no, piv nrog 22% poob rau

iShares Semiconductor

ETF (SOXX), uas taug qab kev ua haujlwm ntawm ICE Semiconductor Index.

Sau ntawv rau Tae Kim ntawm [email tiv thaiv]