AI & Semiconductors · AVGO

Broadcom's AI chip revenue is going vertical

Broadcom expects quarterly AI semiconductor revenue to rise from $8.4B to $21.7B during FY2026, with the final quarter representing company guidance.

September 4, 2026

AI buildout

Quarterly AI semiconductor revenue, FY2026 ($B)

8.4

Q1 FY26

10.8

Q2 FY26

16.7

Q3 FY26

21.7

Q4 FY26EGuide

See the next market shift early.