Marvell's earnings report has doused the market with a bucket of cold water, and tomorrow morning's earnings report from $Broadcom(AVGO.US) is also likely to raise concerns. What do you think the performance will be like?

Let's first review Broadcom's performance from the last quarter: overall performance was good, with revenue and gross margin continuing to rise driven by AI revenue and the integration of VMware. However, the increase in gross margin has slowed down, mainly due to the higher proportion of revenue from the semiconductor business, which has a lower gross margin. Coupled with the confidence expressed in the subsequent conference call, the stock price saw a slight increase after the earnings report.

1. Overall performance reached a new high, with profit margins before depreciation and amortization continuing to improve.

2. Driven by growth in AI business and the consolidation of VMware, the revenue share of the company's networking business and VMware's business reached 32% and 27%, respectively.

3. In the semiconductor solutions business, quarterly revenue was $8.23 billion, a year-on-year increase of 12.3%, better than the market expectation of $8.05 billion.

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