On October 13, 2025, OpenAI announced a partnership with Broadcom to jointly launch OpenAI’s first self-developed AI chip, which has attracted massive attention and become a market focal point. Following the announcement of the partnership, Broadcom’s stock price surged rapidly during the day's trading, rising nearly 10%, with its market value soaring by $150 billion, reaching $356.7 billion. According to stock market data, Broadcom’s stock showed a strong upward trend, particularly on October 13, when its stock price hit a new high.

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Explosive Demand for AI Chips

As AI technology continues to be widely adopted worldwide, dedicated AI chips have become a key driver of this transformation. This collaboration between OpenAI and Broadcom not only showcases the shared vision of the two tech giants in the AI hardware sector but also signals that the AI chip market is poised for a new growth peak. Especially with the surge in demand for AI computing power in fields like cloud computing, big data, and autonomous driving, the market for dedicated AI chips is expected to expand significantly in the coming years. The application of AI chips is not limited to existing AI technologies but is also set to play an increasingly important role in emerging industries such as healthcare, finance, and smart manufacturing.

Broadcom’s Market Position and Innovation Advantages

Although there are many AI chip manufacturers in the market, OpenAI’s self-developed AI chip will provide Broadcom with a clear competitive advantage. The combination of OpenAI's powerful technological background and Broadcom’s deep expertise in semiconductor manufacturing will bring more efficient and forward-looking products to the market to meet the growing demand for AI technology. This chip not only caters to existing AI applications but also opens up more possibilities for emerging AI applications. Industry analysts believe that AI chips will become an essential pillar in the future technology sector, especially in deep applications within industries like smart manufacturing, healthcare, and financial analysis, where AI chips will play an increasingly crucial role.

AI Industry Investment Boom and Future Predictions

With the rapid development of global AI technology, the prospects for the AI chip market are extremely promising. Broadcom’s performance in the AI chip market may become a key development direction in the tech industry in the coming years. Leveraging OpenAI’s technological advantages, Broadcom’s market share is expected to expand further, with projections indicating that the compound annual growth rate (CAGR) of the AI chip market will reach 18% by 2027. Broadcom stands to benefit from this growth, and its market value could potentially surpass $400 billion in the next two to three years. Investors’ interest continues to rise, and Broadcom may become one of the biggest beneficiaries of this AI investment boom.

How to Buy Broadcom on uSMART HK

After logging into the uSMART HK app, click on “Search” at the top right of the page, input the stock code AVGO.US to access the details page and view transaction details and historical trends. Then click the “Trade” button at the bottom right, select the “Buy/Sell” option, fill in the transaction conditions, and submit your order.

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