独家
由于芯片销售令人失望，博通股价下跌
根据Refinitiv的IBES数据，博通公布，截至1月31日的第一财季，半导体解决方案收入为49亿美元，略低于分析师预期的49.5亿美元。
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BSNL宣布六名官员被迫退休
被强制退休的军官是印度电信服务(ITS)干部，批次从1988年到1992年不等。
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的股票博通公司周四，该公司公布财报后股价下跌芯片销售略低于华尔街的预期，加入越来越多受到全球半导体短缺影响的芯片行业同行的行列。
博通公司根据IBES的数据，截至1月31日的第一财季，半导体解决方案营收为49亿美元，略低于分析师预期的49.5亿美元Refinitiv．
Summit Insights Group分析师Kinngai Chan表示，全行业基板(用于制造芯片的原始硅片)短缺对博通的打击比对其他公司更大，因为该公司的一些芯片在物理上很大，尤其是在数据中心领域。这意味着尽管苹果智能手机销售强劲，但该公司的芯片收入仍低于预期。
“虽然我们预计博通在1月当季供应链上会遇到一些挑战，但尽管无线业务强于季节性，但其半导体业务的表现确实逊于大型股同行。”
在与投资者举行的电话会议上，博通首席执行长Hock Tan表示，由于公司的交货时间已延长至长达八个月，客户已经提前大量下单。但他表示，博通相信可以按时交付这些订单。
“这不是恐慌模式。这是一个非常结构化和合理的过程，我们相信，最终，这仍然显示出真正的潜在需求。”
根据Refinitiv的IBES数据，博通预计第二季度收入约为65亿美元，而分析师的预期为63.3亿美元。
扣除其他项目，该公司第一财季每股盈利6.61美元，超过分析师预期的6.56美元。
在5 g技术这种技术的采用预计将提振对用于手机的高价芯片的需求，并有可能使博通等半导体公司受益。
该公司还为数据中心和服务器生产芯片，在人们等待疫苗推出之际，该公司也将从远程工作的扩展趋势中受益。
![\"](\"https:\/\/st.etb2bimg.com\/Themes\/Release\/images\/responsive\/ettelecom-default.jpg\")
<\/strong>Shares of Broadcom Inc<\/a> fell on Thursday after the company reported chip sales<\/a> slightly below Wall Street estimates, joining a growing list of chip industry peers hit by the global semiconductor shortage.
Broadcom<\/a> reported semiconductor solutions revenue of $4.90 billion for its fiscal first quarter ended Jan. 31, slightly below analyst estimates of $4.95 billion, according to IBES data from Refinitiv<\/a>.
<\/div><\/div>Shares of the chip company<\/a>, which is a major supplier to iPhone<\/a> maker Apple Inc<\/a>, were down 1.36% at $437.54 in extended trading.
Kinngai Chan, analyst at Summit Insights Group, said an industry-wide shortage of substrates - the raw silicon discs used to make chips - has hit Broadcom harder than others because some of its chips are physically large, especially in the data center space. That meant the company's chip revenue fell short of expectations despite strong smartphone sales from Apple.
\"While we had anticipated some challenges in the supply chain for Broadcom in the January quarter, its semiconductor business performance did underperform its large-cap peer group in spite of the stronger-than-seasonal wireless business.\"
On a conference call with investors, Broadcom Chief Executive Hock Tan said the company has seen customers putting in orders well in advance as the company's lead times have extended to as long as eight months. But he said Broadcom believes it can deliver those orders on time.
\"This is not a panic mode. This is a very structured and reasonable process, which we believe, at the end of it all, still shows a real underlying demand,\" Tan said.
Broadcom forecast second-quarter revenue of about $6.5 billion, compared with analysts' estimates of $6.33 billion, according to IBES data from Refinitiv.
Kinngai Chan, analyst at Summit Insights Group, said an industry-wide shortage of substrates - the raw silicon discs used to make chips - has hit Broadcom harder than others because some of its chips are physically large, especially in the data center space. That meant the company's chip revenue fell short of expectations despite strong smartphone sales from Apple.
\"While we had anticipated some challenges in the supply chain for Broadcom in the January quarter, its semiconductor business performance did underperform its large-cap peer group in spite of the stronger-than-seasonal wireless business.\"
On a conference call with investors, Broadcom Chief Executive Hock Tan said the company has seen customers putting in orders well in advance as the company's lead times have extended to as long as eight months. But he said Broadcom believes it can deliver those orders on time.
\"This is not a panic mode. This is a very structured and reasonable process, which we believe, at the end of it all, still shows a real underlying demand,\" Tan said.
Broadcom forecast second-quarter revenue of about $6.5 billion, compared with analysts' estimates of $6.33 billion, according to IBES data from Refinitiv.
<\/div><\/div>For the fiscal first quarter, Broadcom's infrastructure software business had sales of $1.74 billion, beating Wall Street estimates of $1.64 billion, according to Refinitiv data. The strong software revenue helped overall sales rise to $6.66 billion in the fiscal first quarter from $5.86 billion a year earlier. Overall first-quarter sales beat analyst expectations of $6.62 billion, according to IBES data from Refinitiv.
Excluding items, the company earned $6.61 per share in the fiscal first quarter, beating analysts' estimate of $6.56 per share.
A ramp-up in 5G technology<\/a> adoption is expected to boost demand for higher-priced chips used in phones and is likely to benefit semiconductor firms such as Broadcom.
The company, which also makes chips for data centers and servers, also stands to benefit from an extended remote working trend as people wait for vaccines to roll out.
<\/div><\/div>
Excluding items, the company earned $6.61 per share in the fiscal first quarter, beating analysts' estimate of $6.56 per share.
A ramp-up in 5G technology<\/a> adoption is expected to boost demand for higher-priced chips used in phones and is likely to benefit semiconductor firms such as Broadcom.
The company, which also makes chips for data centers and servers, also stands to benefit from an extended remote working trend as people wait for vaccines to roll out.
<\/div><\/div>
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The companies are also seeking European Union antitrust approval.","seolocation":"telecomnews\/broadcoms-61-bln-deal-for-vmware-on-uk-regulators-radar","seolocationalt":"Broadcom's $61 bln deal for VMware on UK regulator's radar","url_seo":"broadcoms-61-bln-deal-for-vmware-on-uk-regulators-radar"},"94904437":{"msid":"94904437","stname":"Broadcom banking on early EU approval of $61 billion VMware deal","artsyn":"In its review of Dell's $67 billion acquisition of data storage company EMC Corp in 2016, the EU competition enforcer said EMC's VMware had a strong position but not the ability nor the incentive to shut out competitors.","seolocation":"telecomnews\/broadcom-banking-on-early-eu-approval-of-61-billion-vmware-deal","seolocationalt":"Broadcom banking on early EU approval of $61 billion VMware deal","url_seo":"broadcom-banking-on-early-eu-approval-of-61-billion-vmware-deal"},"93938193":{"msid":"93938193","stname":"Broadcom looks to defy chip slowdown on data center, wireless strength","artsyn":"\"From our vantage point, infrastructure demand is still very much holding,\" Chief Executive Officer Hock Tan told analysts.","seolocation":"telecomnews\/broadcom-looks-to-defy-chip-slowdown-on-data-center-wireless-strength","seolocationalt":"Broadcom looks to defy chip slowdown on data center, wireless strength","url_seo":"broadcom-looks-to-defy-chip-slowdown-on-data-center-wireless-strength"},"93510938":{"msid":"93510938","stname":"Cloud virtualisation provider Nutanix lays off 270 employees","artsyn":"\"The headcount reduction is part of the company's ongoing efforts to drive towards profitable growth. The company expects to complete substantially all of the headcount reduction by the end of the fiscal quarter ending October 31, 2022,\" Nutanix said a filing with the US Securities and Exchange Commission (SEC).","seolocation":"telecomnews\/cloud-virtualisation-provider-nutanix-lays-off-270-employees","seolocationalt":"Cloud virtualisation provider Nutanix lays off 270 employees","url_seo":"cloud-virtualisation-provider-nutanix-lays-off-270-employees"},"92981391":{"msid":"92981391","stname":"Indian cyber agency warns about multiple bugs in VMware products","artsyn":"\"These vulnerabilities exist in VMware ESXi and Cloud Foundation due to the Intel and AMD processors it utilises. An attacker with administrative access to a virtual machine could exploit these vulnerabilities by taking advantage of various side-channel CPU flaws,\" the cyber agency warned.","seolocation":"telecomnews\/indian-cyber-agency-warns-about-multiple-bugs-in-vmware-products","seolocationalt":"Indian cyber agency warns about multiple bugs in VMware products","url_seo":"indian-cyber-agency-warns-about-multiple-bugs-in-vmware-products"},"91922716":{"msid":"91922716","stname":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","artsyn":"ASIC (application-specific integrated circuit) chips will drive $2 billion to $2.5 billion in revenue for Broadcom this year, helped by its deals with Meta and partnerships with Alphabet and Microsoft, the analysts said.","seolocation":"telecomnews\/meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan","seolocationalt":"Meta will become Broadcom's next billion-dollar customer: JP Morgan","url_seo":"meta-will-become-broadcoms-next-billion-dollar-customer-jp-morgan"},"91845893":{"msid":"91845893","stname":"How Broadcom CEO Tan shaped a tech giant through acquisitions","artsyn":"For Tan, now 70, the deal would be the culmination of a string of acquisitions that has helped him turn Broadcom into a technology conglomerate worth $225 billion, along the way building a reputation as an astute dealmaker and ruthless cost-cutter.","seolocation":"telecomnews\/how-broadcom-ceo-tan-shaped-a-tech-giant-through-acquisitions","seolocationalt":"How Broadcom CEO Tan shaped a tech giant through acquisitions","url_seo":"how-broadcom-ceo-tan-shaped-a-tech-giant-through-acquisitions"},"91823850":{"msid":"91823850","stname":"Ten things to know about the $61 billion Broadcom-VMware deal","artsyn":"After Microsoft Corp.'s $68.7 billion takeover of video game producer Activision Blizzard Inc., Broadcom's acquisition of VMware is the second-largest deal in 2022 globally.","seolocation":"telecomnews\/ten-things-to-know-about-the-61-billion-broadcom-vmware-deal","seolocationalt":"Ten things to know about the $61 billion Broadcom-VMware deal","url_seo":"ten-things-to-know-about-the-61-billion-broadcom-vmware-deal"},"91815307":{"msid":"91815307","stname":"Chipmaker Broadcom to buy cloud services firm VMware in $61 bln deal","artsyn":"The offer of $142.50 in cash or 0.2520 of a Broadcom share for each VMware stock represents a premium of nearly 49% to the stock's last close before talks of the deal were first reported on May 22. Broadcom will also assume $8 billion of VMware's net debt.","seolocation":"telecomnews\/chipmaker-broadcom-to-buy-vmware-in-61-billion-deal","seolocationalt":"Chipmaker Broadcom to buy cloud services firm VMware in $61 bln deal","url_seo":"chipmaker-broadcom-to-buy-vmware-in-61-billion-deal"},"91733252":{"msid":"91733252","stname":"Chipmaker Broadcom in talks to acquire VMware: Sources","artsyn":"\"A VMware acquisition would just about triple the size of Broadcom's software segment, as well as bring the overall software mix close to 50% for the combined company,\" Bernstein analysts wrote in a note to clients.","seolocation":"telecomnews\/broadcom-in-talks-to-acquire-cloud-company-vmware","seolocationalt":"Chipmaker Broadcom in talks to acquire VMware: Sources","url_seo":"broadcom-in-talks-to-acquire-cloud-company-vmware"},"91389108":{"msid":"91389108","stname":"Musk's new Twitter funding could draw TikTok-like U.S. scrutiny: Analysis","artsyn":"Musk disclosed on Thursday that Saudi Arabia's Prince Alwaleed bin Talal, Qatar's sovereign wealth fund and Binance, the world's biggest cryptocurrency exchange founded by Chinese native Changpeng Zhao, were part of a group of investors that will help him fund the acquisition of Twitter.","seolocation":"telecomnews\/musks-new-twitter-funding-could-draw-tiktok-like-u-s-scrutiny-analysis","seolocationalt":"Musk's new Twitter funding could draw TikTok-like U.S. scrutiny: Analysis","url_seo":"musks-new-twitter-funding-could-draw-tiktok-like-u-s-scrutiny-analysis"},"89981825":{"msid":"89981825","stname":"Broadcom forecasts current-quarter revenue above estimates","artsyn":"The company, which counts Apple Inc as a major customer, is also poised to gain from the global 5G rollout, which is likely to boost demand for its chips used in handsets, telecom equipment and other devices.","seolocation":"telecomnews\/broadcom-forecasts-current-quarter-revenue-above-estimates","seolocationalt":"Broadcom forecasts current-quarter revenue above estimates","url_seo":"broadcom-forecasts-current-quarter-revenue-above-estimates"},"89358519":{"msid":"89358519","stname":"Apple, Broadcom win new trial in $1.1 billion Caltech patent case","artsyn":"The U.S. Court of Appeals for the Federal Circuit said the January 2020 award by the federal jury in Los Angeles, one of the largest ever in patent cases, was \"legally unsupportable.\"","seolocation":"telecomnews\/apple-broadcom-win-new-trial-in-1-1-billion-caltech-patent-case","seolocationalt":"Apple, Broadcom win new trial in $1.1 billion Caltech patent case","url_seo":"apple-broadcom-win-new-trial-in-1-1-billion-caltech-patent-case"},"88197257":{"msid":"88197257","stname":"Broadcom sees upbeat first-quarter sales, unveils $10 bln buyback plan","artsyn":"Analysts have pointed to strong near-term demand for Broadcom's radio frequency and wireless chips as telecom firms spend more to roll out 5G technology, and continued strength in its broadband division. The company counts smartphone giants Apple Inc and Samsung Electronics among major customers.","seolocation":"telecomnews\/broadcom-sees-upbeat-first-quarter-sales-unveils-10-bln-buyback-plan","seolocationalt":"Broadcom sees upbeat first-quarter sales, unveils $10 bln buyback plan","url_seo":"broadcom-sees-upbeat-first-quarter-sales-unveils-10-bln-buyback-plan"},"87053839":{"msid":"87053839","stname":"Qualcomm to lead $4.3 bn smartphone wi-fi chip market in 2021","artsyn":"Market research firm Strategy Analytics projects that Qualcomm, Broadcom and MediaTek will capture the top three spots in the $4.3 billion smartphone Wi-Fi chip market in 2021.","seolocation":"telecomnews\/qualcomm-to-lead-4-3-bn-smartphone-wi-fi-chip-market-in-2021","seolocationalt":"Qualcomm to lead $4.3 bn smartphone wi-fi chip market in 2021","url_seo":"qualcomm-to-lead-4-3-bn-smartphone-wi-fi-chip-market-in-2021"},"84084573":{"msid":"84084573","stname":"Broadcom settles US antitrust case on chip market","artsyn":"Broadcom pressured AT&T, Charter, and Comcast and other service providers into agreements that precluded them from buying chips from its competitors, according to the Federal Trade Commission.","seolocation":"telecomnews\/broadcom-settles-us-antitrust-case-on-chip-market","seolocationalt":"Broadcom settles US antitrust case on chip market","url_seo":"broadcom-settles-us-antitrust-case-on-chip-market"},"83223294":{"msid":"83223294","stname":"Broadcom forecasts upbeat current-quarter sales on 5G ramp up","artsyn":"As the global rollout of 5G ramps up, strong demand for higher-priced chips used in smartphones will benefit Broadcom, which counts iPhone maker Apple Inc as a major customer in its wireless chip division.","seolocation":"telecomnews\/broadcom-forecasts-upbeat-current-quarter-sales-on-5g-ramp-up","seolocationalt":"Broadcom forecasts upbeat current-quarter sales on 5G ramp up","url_seo":"broadcom-forecasts-upbeat-current-quarter-sales-on-5g-ramp-up"}}}}" data-news-images="[{"msid":"81341245","msname":"download","msnameseo":"download","mediatype":"21","artdate":"2021-03-05 08:14:00.0","caption":" Broadcom reported semiconductor solutions revenue of $4.90 billion for its fiscal first quarter ended Jan. 31, slightly below analyst estimates of $4.95 billion, according to IBES data from Refinitiv."}]" data-newsletter-by="0" data-newsletter-date="a" data-hasbottomcarousel="" data-alldetailsopen="0" data-multipleanalyticshit="" data-deeplink="https://ettelecom.app.link?$deeplink_path=" data-socialshareformat="default">
