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Broadcom Projects $115B AI Chip Revenue by 2027

By Drooid · Sep 28, 2026, 3:17 PM UTC · How we work

Summary

Story summary

Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027.
Broadcom expects Q4 fiscal 2026 AI revenue of $21.7 billion, up 236% YoY.
Marvell forecasts fiscal 2028 revenue of $18 billion, a 51% YoY increase.
Marvell’s data-center segment contributed roughly 79% of its revenue in Q2 fiscal 2027.
Analysts view Broadcom’s lower valuation (?21.6× FY2027 earnings) and faster growth as offering better risk-reward than Marvell’s ?57.3× FY2028 earnings.

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Story summary

Broadcom projects AI semiconductor revenue of about $115 billion in fiscal 2027.
Broadcom expects Q4 fiscal 2026 AI revenue of $21.7 billion, up 236% YoY.
Marvell forecasts fiscal 2028 revenue of $18 billion, a 51% YoY increase.
Marvell’s data-center segment contributed roughly 79% of its revenue in Q2 fiscal 2027.
Analysts view Broadcom’s lower valuation (?21.6× FY2027 earnings) and faster growth as offering better risk-reward than Marvell’s ?57.3× FY2028 earnings.