Broadcom remains a buy as its AI semiconductor revenue surges, supported by deep engineering partnerships with Google, OpenAI, and Meta. AVGO's 3.5D XDSiP platform and advanced chip packaging expertise are critical as Moore's Law slows and customers demand ever-larger, more complex silicon. Despite a drop in gross margin to 73–75% due to memory content, operating margins remain robust at 66%, driven by volume and leverage.
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