Broadcom Poised for 60% Custom AI Chip Market Share by 2027; JPMorgan Cites 18-Month Lead

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Counterpoint forecasts Broadcom will secure 60% of the custom AI chip market by 2027, and JPMorgan’s Harlan Sur cites an 18-month lead in AI ASICs fueling its fiscal 2026-27 outlook with Google as a key driver. Zacks ranks Broadcom a top pick for AI semiconductor demand, networking and VMware integration.

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