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22:00
Dec 11 ◎
Hock Tan CEO, Broadcom AVGO Q4 FY25 call
Broadcom is insourcing advanced packaging for AI accelerators at a new Singapore facility to mitigate supply chain constraints, a sign of its growing scale and strategic control. — This could reduce dependence on external OSATs for advanced packaging, impacting companies like Amkor and ASE in the high-end AI space.
LRCX
MED

About LRCX Analyst Coverage

Buzzberg tracks LRCX (Lam Research Corporation) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Hock Tan.