매크로 컨텍스트

테마

Networking ASICs & Switches

핵심 동인

  • Custom AI chip order expansion
  • Teralynx switch ASIC growth
  • Optical DSP market share
  • Big tech diversification demand

리스크

  • Broadcom dominance
  • Custom chip order dependence
  • Storage/enterprise slowdown
  • Valuation

애널리스트 컨센서스

최저 90 USD최고 150 USD
현재가컨센서스 목표가

2026. 5. 27. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Data center revenue share
  • Custom chip orders
  • Teralynx adoption rate
  • Optical DSP market share

리뷰 트리거

  • Data center revenue growth slowdown
  • Custom chip orders decline
  • Intensifying competition

무효화 조건

  • AI infrastructure investment sharp decline
  • Broadcom market monopoly strengthens
  • Custom chip business failure

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 5. 27.