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Unit\u3092\u5171\u540c\u8a2d\u8a08\u3057\u3066\u4ee5\u6765\u3001Broadcom\u306f\u5404\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u8981\u4ef6\u306b\u5408\u308f\u305b\u305fASIC\uff08\u7279\u5b9a\u7528\u9014\u5411\u3051\u96c6\u7a4d\u56de\u8def\uff09\u3092\u5171\u540c\u958b\u767a\u3059\u308b\u5206\u91ce\u3067\u6bd4\u985e\u306e\u306a\u3044\u80fd\u529b\u3092\u7bc9\u3044\u3066\u304d\u307e\u3057\u305f\u3002\u3053\u308c\u30892\u3064\u306e\u4e8b\u696d\u306b\u3088\u308a\u3001Broadcom\u306fAI\u30a4\u30f3\u30d5\u30e9\u30b9\u30bf\u30c3\u30af\u306e\u3042\u3089\u3086\u308b\u91cd\u8981\u30ce\u30fc\u30c9\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002\u540c\u793e\u306f\u5f93\u6765\u306e\u610f\u5473\u3067\u306eAI\u4f01\u696d\u3067\u306f\u306a\u304f\u3001\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3084\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u958b\u767a\u3092\u884c\u3046\u308f\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u304c\u3001\u305d\u308c\u3089\u3059\u3079\u3066\u3092\u53ef\u80fd\u306b\u3059\u308b\u30b7\u30ea\u30b3\u30f3\u3092\u4f9b\u7d66\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n\n\n\n<p>\u6c7a\u7b97\u5185\u5bb9\u306f\u975e\u5e38\u306b\u5f37\u529b\u3067\u3057\u305f\u3002\u7dcf\u58f2\u4e0a\u9ad8\u306f193.1\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+29%\uff09\u306b\u9054\u3057\u3001\u6b21\u56db\u534a\u671f\u306b\u306f199\u5104\u30c9\u30eb\u307e\u3067\u6210\u9577\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u534a\u5c0e\u4f53\u4e8b\u696d\u306f125\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+53%\uff09\u3001\u30a4\u30f3\u30d5\u30e9\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u306f68\u5104\u30c9\u30eb\uff08\u524d\u5e74\u6bd4+1%\uff09\u3067\u3057\u305f\u3002EPS\u306f\u4e88\u60f3\u306e2.02\u30c9\u30eb\u3092\u4e0a\u56de\u308b2.05\u30c9\u30eb\u3068\u306a\u308a\u307e\u3057\u305f\u3002\u540c\u793e\u306f270\u5104\u30c9\u30eb\u306e\u30d5\u30ea\u30fc\u30ad\u30e3\u30c3\u30b7\u30e5\u30d5\u30ed\u30fc\u3092\u751f\u307f\u51fa\u3057\u3001AI\u95a2\u9023\u58f2\u4e0a\u306f\u7dcf\u58f2\u4e0a\u306e44%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\uff082\u5e74\u524d\u306f15%\uff09\u3002\u4e3b\u8981\u9867\u5ba2\u306b\u306fOpenAI\uff08ChatGPT\uff09\u3001Anthropic\uff08Claude\uff09\u3001Meta Platforms\u306a\u3069\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n\n\n\n<p><strong>\u30c6\u30af\u30cb\u30ab\u30eb\u5206\u6790<\/strong><\/p>\n\n\n\n<p>\u30c1\u30e3\u30fc\u30c8\u3092\u898b\u3066\u6700\u521d\u306b\u601d\u3044\u6d6e\u304b\u3093\u3060\u306e\u306fNvidia\u3068\u306e\u985e\u4f3c\u6027\u3067\u3059\u3002\u6628\u5e744\u6708\u306e\u5b89\u5024\u304b\u30897\u6708\u4e2d\u65ec\u306b\u304b\u3051\u3066\u975e\u5e38\u306b\u5f37\u3044\u4e0a\u6607\u3092\u898b\u305b\u3001\u305d\u306e\u5f8c\u3082\u79cb\u306e\u7d42\u308f\u308a\u307e\u3067\u4e0a\u6607\u3092\u7d9a\u3051\u307e\u3057\u305f\u3002\u3057\u304b\u30576\u304b\u6708\u5f8c\u306e\u73fe\u5728\u306e\u4fa1\u683c\uff08\u6628\u65e5\u306e\u7d42\u5024337.07\u30c9\u30eb\u3001+4.87%\uff09\u306f\u30018\u6708\u672b\u306e\u6c34\u6e96\uff088\u67088\u65e5\u306e\u7d42\u5024308\u30c9\u30eb\uff09\u304b\u3089\u305d\u308c\u307b\u3069\u96e2\u308c\u3066\u3044\u307e\u305b\u3093\u3002<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"850\" height=\"550\" src=\"https:\/\/insights.onequity.com\/wp-content\/uploads\/2026\/03\/06Mar-AVGO.png\" alt=\"\" class=\"wp-image-50049\" srcset=\"https:\/\/insights.onequity.com\/wp-content\/uploads\/2026\/03\/06Mar-AVGO.png 850w, https:\/\/insights.onequity.com\/wp-content\/uploads\/2026\/03\/06Mar-AVGO-300x194.png 300w, https:\/\/insights.onequity.com\/wp-content\/uploads\/2026\/03\/06Mar-AVGO-768x497.png 768w, https:\/\/insights.onequity.com\/wp-content\/uploads\/2026\/03\/06Mar-AVGO-710x459.png 710w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><figcaption class=\"wp-element-caption\">AVGO\u3001\u65e5\u8db3\u30012025\u5e747\u6708 \u2013 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