TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
Thailand Inflation Remains Negative for 10th Straight Month in January 
Japanese Pharmaceutical Stocks Slide as TrumpRx.gov Launch Sparks Market Concerns 
Trump Signs Executive Order Threatening 25% Tariffs on Countries Trading With Iran 
China Extends Gold Buying Streak as Reserves Surge Despite Volatile Prices 
SpaceX Pushes for Early Stock Index Inclusion Ahead of Potential Record-Breaking IPO 
Global Markets Slide as AI, Crypto, and Precious Metals Face Heightened Volatility 
Dollar Near Two-Week High as Stock Rout, AI Concerns and Global Events Drive Market Volatility 
Gold Prices Slide Below $5,000 as Strong Dollar and Central Bank Outlook Weigh on Metals 
AMD Shares Slide Despite Earnings Beat as Cautious Revenue Outlook Weighs on Stock 
Gold and Silver Prices Rebound After Volatile Week Triggered by Fed Nomination 
Nvidia CEO Jensen Huang Says AI Investment Boom Is Just Beginning as NVDA Shares Surge 
Nvidia Nears $20 Billion OpenAI Investment as AI Funding Race Intensifies 
Google Cloud and Liberty Global Forge Strategic AI Partnership to Transform European Telecom Services 
South Korea’s Weak Won Struggles as Retail Investors Pour Money Into U.S. Stocks 
Silver Prices Plunge in Asian Trade as Dollar Strength Triggers Fresh Precious Metals Sell-Off 
U.S. Stock Futures Slide as Tech Rout Deepens on Amazon Capex Shock 
A top-performing AI chip company has emerged as Jefferies' standout stock for 2025, fueled by groundbreaking advancements in custom chip designs. Analysts predict the firm could achieve record-breaking revenues and market expansion, challenging established leaders in the industry.
Jefferies Names Top Pick for AI Chip Market in 2025
Based on the company's strong position in the rapidly expanding artificial intelligence chip market, which is driven by demand for custom-designed chips, also known as ASICs, Jefferies has selected Broadcom Inc. as its top pick for the year 2025, Investing.com reports.
Jefferies increased its price objective for the stock from $225 to $300, predicating the increase on the expectation of robust earnings growth.
The sophisticated chips manufactured by Broadcom are anticipated to compete with those manufactured by Nvidia Corporation in terms of computation density as new technologies like 3.5D packaging and silicon photonics gain popularity.
Broadcom’s Role in Artificial General Intelligence
According to the brokerage, Broadcom has played a significant role in the development of powerful artificial intelligence clusters, with large clients seeking to install one million computing units. Among the most important areas of innovation, these clusters provide support for artificial general intelligence.
It was anticipated by Jefferies that Broadcom's sales of AI chips might generate more than $60 billion in revenue by the year 2027, which would drive earnings per share to $12 or more. In the event that Broadcom is able to seize even a small portion of the high-end market, it sees enormous potential for profitability.
Broadcom’s AI Chip Division Gains Momentum
Particularly in training-focused chips, which command greater costs as designs become more complicated, Broadcom's artificial intelligence division has gained steam, particularly in recent years. It is anticipated that the company's chips would become larger and contain more modern technology, which will result in an increase in the average selling price.
The outlook for Broadcom's networking and optical devices was similarly positive, according to Jefferies.
