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Here's Why JPMorgan Sees Meta As Broadcom's Next Billion-Dollar Customer

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  • Facebook parent Meta Platforms Inc (NASDAQ: FB) looks to use Broadcom Inc's (NASDAQ: AVGO) custom chips to build its metaverse hardware, becoming the chipmaker's next billion-dollar ASIC customer, J.P. Morgan analysts said.

  • The analysts saw application-specific integrated circuit chips drive approximately $2 billion to $2.5 billion in revenue for Broadcom in 2022, aided by its deals with Meta and partnerships with Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) and Microsoft Corp (NASDAQ: MSFT).

  • Analyst Harlan Sur believed the wins were primarily at 5-nm and 3-nm and will power Meta's metaverse hardware architecture that it will deploy over the next few years.

  • "Near-term ASIC program pipeline is strong as we believe Broadcom will be ramping Meta/Facebook and Microsoft ASICs this year," Sur added.

  • Sur saw Meta emerge as Broadcom's next $1 billion-a-year ASIC customer over the next three to four years after Google.

  • Broadcom and Google have co-developed Google's custom chip used for machine learning tasks since 2016, and JPM estimates the chips to be worth over $1.3 billion in 2022.

  • Price Action: AVGO shares traded higher by 0.11% at $583.92 on the last check Tuesday.

Latest Ratings for FB

Date

Firm

Action

From

To

Mar 2022

Deutsche Bank

Initiates Coverage On

Buy

Mar 2022

Piper Sandler

Maintains

Neutral

Mar 2022

Morgan Stanley

Maintains

Overweight

View More Analyst Ratings for FB

View the Latest Analyst Ratings

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