Broadcom Unveils Next-Gen Sian 2 DSP For High Performance AI Data Centers
Broadcom Unveils Next-Gen Sian 2 DSP For High Performance AI Data Centers
On Monday, Broadcom Inc (NASDAQ:AVGO) announced the launch of Sian 2, its 200 Gbps per lane (200G/lane) PAM-4 digital signal processing (DSP) PHY, building on the original Sian DSP.
周一，博通公司（纳斯达克：AVGO）宣布推出 Sian 2，其每条道路 200Gbps（200G/lane）PAm-4 数字信号处理（DSP）PHY，构建在原始 Sian DSP 技术的基础上。
The Sian and Sian2 DSPs, power pluggable modules with 200G/lane interfaces, are essential for the next generation of AI clusters.
Sian 和 Sian2 DSPs，带有 200G/lane 接口的可插拔模块，对于下一代人工智能集群至关重要。
Vijay Janapaty, vice president and general manager of the Physical Layer Products Division at Broadcom: "The Sian family of products reinforces Broadcom's leadership in optical DSP PHYs and enables our AI data center customers to deploy high-performance 800G and 1.6T links."
博通公司物理层产品部副总裁暨总经理Vijay Janapaty表示："Sian 系列产品强化了博通在光学DSP PHY领域的领先地位，让我们的人工智能数据中心客户能够部署高性能的800G和1.6万亿链路。"
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Broadcom reported third-quarter topline growth of 42% to $13.07 billion, topping the analyst consensus of $12.96 billion. The adjusted gross margin grew by 230 bps to 77.4%.
博通公司报告的第三季度营收增长了42%，达到130.7亿美元，超过分析师预期的129.6亿美元。调整后的毛利率增加了230个基点，达到77.4%。
Broadcom expects artificial intelligence semiconductor revenue to rise to $12 billion in fiscal 2024.
博通公司预计到2024财年，人工智能半导体营收将增长到120亿美元。
Goldman Sachs analyst Toshiya Hari maintained its bullish take on the stock, citing the spending ramp-up by the large Tier-1 hyperscalers. The analyst flagged that the company is currently in the proof of concept (POC) stage with three hyperscale customers.
高盛分析师Toshiya Hari维持对该股票的看好态度，称大型一级超大规模云服务提供商的支出正在增加。分析师指出，该公司目前正处于三家超大规模云客户的概念验证（POC）阶段。
Broadcom stock has increased 104% in the last 12 months. Investors can gain exposure to the stock through SPDR Select Sector Fund—Technology (NYSE:XLK) and iShares Russell 1000 Growth ETF (NYSE:IWF).
过去12个月，博通股价上涨了104%。投资者可以通过SPDR科技板块选择基金（纽交所：XLK）和罗素1000成长指数ETF-ishares（纽交所：IWF）获得该股票的暴露。
Shares of Broadcom have an average 1-year price target of $534.17, representing an expected upside of 213.69%.
博通股票的平均1年目标价为534.17美元，预计上涨213.69%。
Broadcom Stock Prediction For 2024
2024年博通股票预测
Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Broadcom, while 12 analysts have bullish ratings. The street high price target from Rosenblatt is $2400.0, while the street low from UBS is $170.0.
由于假设不同，分析师可能得出非常不同的目标价格和推荐。在博通股票上没有分析师持看淡意见，有12位分析师给予看好评级。Rosenblatt给出的最高目标价为2400.0美元，而瑞银给出的最低目标价为170.0美元。
Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock.
股权研究是了解公司基本面的宝贵来源。分析师们基于公司的基本面和预期的未来收益创建财务模型，以得出股票的价格目标和建议。
Price Action: AVGO stock is down 0.61% at $170.09 at the last check on Monday.
股价表现：AVGO股票周一最后交易价格为170.09美元，下跌0.61%。
Also Read:
还阅读：
- Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta
- 分析师提升了博通在人工智能营业收入的预测至120亿美元，因谷歌、Meta可能出现强劲需求。
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