---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000879877.md"
description: "A rising share of custom AI accelerators carries lower profit margins than its higher-margin software business. If Broadcom fails to raise forward guidance, profit-taking ensues despite strong overall revenue, which is more likely than not"
datetime: "2026-09-01T03:28:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000879877.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000879877.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000879877.md)
author: "[Arati](https://longbridge.com/en/profiles/24651242.md)"
generator: "portal-rs"
---

# A rising share of custom AI accelerators carries l…


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## Comments (1)

- **ZoeBlue · 2026-09-01T04:19:11.000Z**: the mix drag has been flagged for a few quarters now so most of it sits in the number already. what actually moves it is how big the ai guide lands against a bar that keeps rising.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**