財報前就狂漲的博通 $AVGO，Q2的財報營收年增8%至87億，淨利年增 12%，略優於預期。半導體解決方案年增9%至68億。
Q3的展望營收88.5億，換算年增約4.6%。雖然超過預期的87.6億，但也是多年來最慢的增速，整體市場除了AI需求外普遍疲軟。預計下一季的EBITDA佔收入65%，和本季相同。
博通提到，部署生成式AI獲得的收入約佔半導體業務的15%，並相信在2024財年會提升到25%以上。
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