This article analyzes Broadcom CEO Hock Tan’s remarks about the company’s development strategy in a recent interview. He made it clear that Broadcom would fully invest in artificial intelligence business and denied rumors of acquiring Intel. The article also reviews Broadcom's past M&A experience, including successful cases (such as the acquisition of Avago Technologies and VMware) and failed attempts (such as the hostile acquisition of Qualcomm). In addition, the article also discusses the growing demand for AI technology and the investment strategies of technology companies in this field, and mentions AMD CEO Su Zifeng’s response to rumors of a merger between AMD and Intel.
Under the leadership of Hock Tan, Broadcom’s strategic deployment in the field of AI deserves attention. While Broadcom has no current plans to acquire Intel, it remains open to potential deals in both hardware and software. In the future, the rapid development of AI technology and fierce competition among technology companies will continue to shape the landscape of the semiconductor industry. Hock Tan's statement also provides an important reference for us to understand Broadcom's future development direction.