碰瓷AI
如果不给TPU做代工，0.7T都难撑住
狗如果那天说换家做代工，或者自己设计后端（像果子那样全栈设计），找TSMC代工，博通会立马腰斩
avgo这点可怜的营收是怎么涨到1.4t的
版主： 牛河梁
#21 Re: avgo这点可怜的营收是怎么涨到1.4t的
#22 Re: avgo这点可怜的营收是怎么涨到1.4t的
太离谱，前一阵子google的市值也才2t不到
money 写了： 2025年 9月 4日 22:21碰瓷AI
如果不给TPU做代工，0.7T都难撑住
狗如果那天说换家做代工，或者自己设计后端（像果子那样全栈设计），找TSMC代工，博通会立马腰斩
If printing money would end poverty, printing diplomas would end stupidity.
#24 Re: avgo这点可怜的营收是怎么涨到1.4t的
全是买回来的，非organic增长
Here’s a clear overview of Avago/Broadcom’s mergers and acquisitions since 2015, along with their strategic context:
Key M&A Deals Since 2015
- Emulex (2015)
What happened: In February 2015, Avago Technologies agreed to acquire Emulex for $8 per share in cash.
Why it matters: Emulex brought Ethernet and Fibre Channel connectivity products to Avago’s portfolio.
Wikipedia
- Broadcom Corporation (2015–2016)
What happened: On May 28, 2015, Avago announced it would acquire Broadcom Corporation for $37 billion (mix of cash and stock). The deal closed on February 1, 2016, and Avago rebranded as Broadcom Limited, later becoming Broadcom Inc.
Why it matters: This was a transformative mega-merger that created a global semiconductor powerhouse.
Wikipedia
+1
European Union
Broadcom Investors
- Brocade Communications Systems (2016–2017)
What happened: In November 2016, Broadcom Limited agreed to acquire Brocade for about $5.5 billion. The deal was completed in November 2017 after divesting certain IP networking assets.
Why it matters: Added enterprise storage networking capabilities (e.g., Fibre Channel) to Broadcom’s offerings.
Wikipedia
- CA Technologies (2018)
What happened: On July 11, 2018, Broadcom Inc. announced the acquisition of CA Technologies for $18.9 billion in cash, and the transaction closed on November 5, 2018.
Why it matters: Marked Broadcom’s pivot into enterprise software, expanding beyond semiconductors.
Wikipedia
- Symantec Enterprise Security Business (2019)
What happened: In August 2019, Broadcom agreed to acquire Symantec’s enterprise security division for $10.7 billion in cash, finalizing the deal in November 2019.
Why it matters: Strengthened Broadcom's enterprise software and security portfolio.
Wikipedia
- VMware (2022–2023)
What happened: In May 2022, Broadcom announced plans to acquire VMware in a deal valued at approximately $61 billion (cash and stock, plus assuming $8 billion of VMware debt).
Completion: The acquisition was finalized on November 22, 2023.
Why it matters: This mega acquisition further deepened Broadcom’s stake in enterprise infrastructure and virtualization software.
If printing money would end poverty, printing diplomas would end stupidity.
#26 Re: avgo这点可怜的营收是怎么涨到1.4t的
money 写了： 2025年 9月 4日 22:21碰瓷AI
如果不给TPU做代工，0.7T都难撑住
狗如果那天说换家做代工，或者自己设计后端（像果子那样全栈设计），找TSMC代工，博通会立马腰斩
10B customer is not google, it.s openAI
#27 Re: avgo这点可怜的营收是怎么涨到1.4t的
gambitnyc 写了： 2025年 9月 4日 17:12据说美帝大财团就是靠AVGO和PLTR这种股票对国会议员进行各种利益输送。其实美弟根本不怕你鳖93阅兵展示的啥新装备。美弟最怕的是金融泡沫破灭。说说包叔有啥招一针扎破你弟这天大泡沫吧？
太多了，先从抛光美债开始
#29 Re: avgo这点可怜的营收是怎么涨到1.4t的
赖美豪中 写了： 2025年 9月 4日 23:53全是买回来的，非organic增长
Here’s a clear overview of Avago/Broadcom’s mergers and acquisitions since 2015, along with their strategic context:Key M&A Deals Since 2015
- Emulex (2015)
What happened: In February 2015, Avago Technologies agreed to acquire Emulex for $8 per share in cash.
Why it matters: Emulex brought Ethernet and Fibre Channel connectivity products to Avago’s portfolio.
Wikipedia
- Broadcom Corporation (2015–2016)
What happened: On May 28, 2015, Avago announced it would acquire Broadcom Corporation for $37 billion (mix of cash and stock). The deal closed on February 1, 2016, and Avago rebranded as Broadcom Limited, later becoming Broadcom Inc.
Why it matters: This was a transformative mega-merger that created a global semiconductor powerhouse.
Wikipedia
+1
European Union
Broadcom Investors
- Brocade Communications Systems (2016–2017)
What happened: In November 2016, Broadcom Limited agreed to acquire Brocade for about $5.5 billion. The deal was completed in November 2017 after divesting certain IP networking assets.
Why it matters: Added enterprise storage networking capabilities (e.g., Fibre Channel) to Broadcom’s offerings.
Wikipedia
- CA Technologies (2018)
What happened: On July 11, 2018, Broadcom Inc. announced the acquisition of CA Technologies for $18.9 billion in cash, and the transaction closed on November 5, 2018.
Why it matters: Marked Broadcom’s pivot into enterprise software, expanding beyond semiconductors.
Wikipedia
- Symantec Enterprise Security Business (2019)
What happened: In August 2019, Broadcom agreed to acquire Symantec’s enterprise security division for $10.7 billion in cash, finalizing the deal in November 2019.
Why it matters: Strengthened Broadcom's enterprise software and security portfolio.
Wikipedia
- VMware (2022–2023)
What happened: In May 2022, Broadcom announced plans to acquire VMware in a deal valued at approximately $61 billion (cash and stock, plus assuming $8 billion of VMware debt).
Completion: The acquisition was finalized on November 22, 2023.
Why it matters: This mega acquisition further deepened Broadcom’s stake in enterprise infrastructure and virtualization software.
是的。它能够让这些收购的公司整合，继续增长，也是很牛的。很多公司收购，被收购的公司的业务会越来越萎缩，最后是烂摊子。AVGO 有能力变废为宝。
啦