Dr Vinnie Boombatz
@halfblindmonkey
Blind monkey looking for a buck. Back-testing confirms I’m half right half of the time.
286 Following 2.2K Followers
$AVGO strong positive read-through from UBS TPU checks:
UBS says $AVGO remains deeply engaged beyond v8i, with a new 3nm multi-chip design expected to drive most 2028 volume, followed by a 2nm v10 that could take the lion’s share of Google TPU volume in 2029.
v10 seen using up to 16 dies, AVGO 3.5D packaging and 448G SerDes.
Pretty direct pushback on the “AVGO loses $GOOGL after v8” bear case.
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$AVGO negative read-through from JPM’s MediaTek note:
JPM’s checks suggest MediaTek could overtake Broadcom in Google TPUv8 units in 2027 and become the primary vendor for TPUv9 in 2028. They also say they see no evidence of a competing Broadcom Pumafish project for 2028.
JPM estimates Google saves ~43% per chip by moving from Broadcom’s fully integrated model to the MediaTek semi-CoT setup.
Looks incrementally negative for $AVGO’s Google TPU share/content.
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Wolfe has $GOOGL as their top pick for the next year, and put them at 21 GW of capacity.
