---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000506669.md"
description: "Broadcom QJan26- Semiconductor revenue up 13% q/q and 52% y/y to $12.5B at 68% GM and 60% OPM; QApr semi revenue will grow at 18% q/q- AI revenue up 29% q/q and 106% y/y to $8.4B; QApr AI revenue will grow 28% to $10.7B (72% of semi)- Strong demand for 7th Gen Ironwood TPU in ’26; sees TPU demand stretching beyond 27- Anthropic ‘26 start at 1GW compute; expected to grow to >3GW in ‘27Source: Sravan Kundojjala"
datetime: "2026-03-05T14:17:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000506669.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000506669.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000506669.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Broadcom QJan26- Semiconductor revenue up 13% q/q …


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