---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000220245.md"
description: "Broadcom QJul25- Semiconductor revenue up 9% q/q and 26% y/y to $9.2B; 67% GM and 57% OPM- AI semi revenue up 18% q/q and 68% y/y to $5.2B+: 10 straight quarters q/q growth; Will grow again in QOct; $800M incremental q/q AI revenue- New & 4th XPU customer $10B XPU order for AI racks; deliveries to start and end in 3QF26; this was not counted before in ’26 forecastSource: Sravan Kundojjala"
datetime: "2025-09-05T13:04:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000220245.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000220245.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000220245.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Broadcom QJul25- Semiconductor revenue up 9% q/q a…


### Related Stocks

- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)

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