UBS: Ant is now Broadcom's second-largest customer after Google; analyst bets OpenAI works more with MediaTek
BenBajarin · x · 2026-09-04
Analyst Ben Bajarin cites UBS data to emphasize that Ant has become Broadcom's (AVGO) second-largest customer by size, behind only Google. He also speculates that OpenAI will be doing more work with MediaTek (MTK). Both points are notable signals in the AI silicon supply chain landscape.
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