Chinese state-run firms may face guidance to scale back or replace reliance on Broadcom equipment.
AVGO
Statements (3)
- Bearish
Chinese state-run firms may face guidance to scale back or replace reliance on Broadcom equipment.
- Neutral
Preliminary findings suggest Broadcom switch use may account for as much as 90% of installed equipment in China.
- Neutral
China is reviewing Broadcom switch use in state-backed data centers.