Dr Vinnie Boombatz(@halfblindmonkey):$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.

Dr Vinnie Boombatz

@halfblindmonkey

Blind monkey looking for a buck. Back-testing confirms I’m half right half of the time.

参加 April 2022

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Dr Vinnie Boombatz@halfblindmonkey

2026.10.05 12:30

$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.