Broadcom Stock Drops Over 12% After Losing Some Google TPU Orders★ 72
INSIDE 硬塞 AI·4h ago·Hardware
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.
