Broadcom's custom AI silicon takes over the income statement as revenue climbs 86%

DIGITIMESSeptember 3, 2026en

Broadcom's third quarter, ended August 2, 2026, is the point at which custom AI silicon stopped being an adjacent product line and became the shape of the company. Revenue reached US$29.6 billion, up 86% from a year earlier and 33% from the previous quarter. AI semiconductor revenue of US$16.7 billion — up 221% year on year, and 54% sequentially — is now larger than everything Broadcom billed, across every product and both segments, in the same quarter of 2025.

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