Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders

Original: 失 Google TPU 部分訂單，博通股價重挫逾 12%

Broadcom shares fell 12.59% after reports it lost part of Google TPU custom chip business to MediaTek.

INSIDE reports that Broadcom’s earnings commentary suggested changes in its custom chip work with Google. Part of the Google TPU-related business was described as shifting to Taiwan-based chip designer MediaTek. The news weighed heavily on investor sentiment, sending Broadcom shares down 12.59% on June 4 and highlighting intensifying competition in AI custom silicon supply chains.

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