外资看财报“博通”：两大巨头客户需求强劲

华尔街见闻03-12

作为全球通信芯片行业的龙头企业，博通在半导体解决方案和基础设施软件领域发挥着重要作用。公司在交换芯片、Wi-Fi芯片和FC SAN等关键技术领域保持领先，其产品广泛应用于宽带、数据中心、企业网络、移动通讯、服务器存储以及工业与汽车等众多领域。财报透露，尽管AI已成为博通增长的关键驱动力，但其主要收入还是来自增长缓慢的传统市场，如手机和服务器，与AI驱动明显的NVIDIA形成对比。第一季度AI相关...

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