$博通.USQ2 的财报营收年增 8% 至 87 亿，净利年增 12%，略优于预期。半导体解决方案年增 9% 至 68 亿。Q3 的展望营收 88.5 亿，换算年增约 4.6%。虽然超过预期的 87.6 亿，但也是多年来最慢的增速，整体市场除了 AI 需求外普遍疲软。预计下一季的 EBITDA 占收入 65%，和本季相同。博通提到，部署生成式 AI 获得的收入约占半导体业务的 15%，并相信在 2024 财年会提升到 25% 以上。
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