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Stock impact report

Nvidia GTC likely to be an industry-wide catalyst, GF Securities says [Seeking Alpha]

Broadcom Inc. (AVGO) 
Last broadcom inc. earnings: 3/12 04:15 pm Check Earnings Report
US:NASDAQ Investor Relations: investors.broadcom.com
Company Research Source: Seeking Alpha
Analysts at the firm said they Quick Insights GF Securities expects new product announcements and advancements, such as the second-generation co-packaged optic switch and faster inference technology, to trigger positive sentiment and rally for Nvidia and the semiconductor sector. Potential announcements include a second-generation co-packaged optic switch, a language processing unit rack with SRAM memory for fast, ultra-low latency inferencing, updates on the Feynman GPUs, and the Kyber NVL576 racks. Stocks like Nvidia, AMD, and Broadcom have lagged due to concerns about liquidity, significant spending by CSPs and OpenAI, and worries about shifting AI investment toward memory, despite TSMC's strength in the last three months. Recommended For You More Trending News Show less Read more
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