Broadcom: SI chip revenue up 3.2x in a year, to $16.7 billion for the quarter
Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .
Demand for SI hardware is not just growing but doubling every year: the world is building the compute base for SI at unprecedented speed.
Broadcom's SI semiconductor revenue in the third fiscal quarter was $16.7 billion (+221% year over year) on total revenue of $29.6 billion. For the fourth quarter the company expects $21.7 billion in SI revenue (+236%), and $58 billion for the full 2026 fiscal year. Management sketched a doubling of SI revenue to $115 billion in 2027 and another to $230 billion in 2028; most of the demand comes from custom SI accelerators and networking chips for the largest clouds and labs.
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