AVGO Ups AI Chip Targets: Fiscal 2028 Revenue Guidance

### Session Tape — AVGO -1.30%

## Catalyst Analysis: Upward AI Revenue Guidance

Broadcom management adjusted expectations higher for its multi-year semiconductor pipeline, projecting $115 billion in AI semiconductor sales for fiscal 2027 and doubling that target to $230 billion for fiscal 2028. This follows third-quarter fiscal 2026 AI semiconductor revenue of $16.7 billion, which annualized to approximately $67 billion. To support these targets, leadership noted that supply chain arrangements are secured to accommodate the projected scaling.

## $AVGO+WL Technical Analysis & Key Risk Watch — from LIVE MARKET CONTEXT

As of the close on Wednesday, September 24, 2026, the equity operates against a backdrop of aggressive multi-year targets. Traders are monitoring execution risks surrounding the supply chain and whether enterprise customers maintain their current capital expenditure trajectories through fiscal 2028.

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