Key Takeaways Broadcom's semiconductor revenues rose 26% YoY in Q3 2025, led by a 63% jump in AI sales. XPUs drove 65% of AI revenues, while strong demand lifted Tomahawk and Jericho networking products. AVGO forecasts Q4 AI revenues up 66% YoY to $6.2B and semiconductor sales up 30% to $10.7B. Broadcom’s (AVGO) Semiconductor revenues are benefiting from strong demand for XPUs, which are a type of application-specific integrated circuit (ASIC) necessary to train Generative AI (Gen AI) models. Semiconductor ...