Broadcom (博通) generated $16.7 billion in fiscal third-quarter AI semiconductor revenue, increasing 221% year over year.

A supplied Telegram summary of a China Securities (中信建投证券) research report states that Broadcom (博通) generated $29.59 billion in total revenue in fiscal 2026’s third quarter, up 86% year over year. Within that total, AI semiconductor revenue reached $16.7 billion, increasing 221% year over year.

The report attributes the AI semiconductor growth primarily to custom AI accelerators and high-speed networking demand. The revenue category therefore should not be treated as GPU revenue or accelerator revenue alone.

The same summary cites a fiscal fourth-quarter AI semiconductor revenue expectation of $21.7 billion, representing 236% year-over-year growth. That figure is an outlook rather than a realized result, and the supplied material contains neither Broadcom’s earnings release nor a securities filing to establish its full wording and assumptions.