Vinva Investment Management Ltd Acquires 69,256 Shares of Broadcom Inc.

Broadcom's AI chip sales could reach $100B by 2027, says CEO

Published on Mar. 8, 2026

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Vinva Investment Management Ltd increased its holdings in shares of Broadcom Inc. (NASDAQ:AVGO) by 22.0% during the third quarter, according to the company's recent Form 13F filing. The firm now owns 384,642 shares of the semiconductor manufacturer's stock, valued at $126,124,000. Broadcom's CEO Hock Tan also provided aggressive guidance on the company's AI chip sales, which could reach over $100 billion by 2027.

Why it matters

Broadcom is a major player in the semiconductor industry, with a focus on networking, storage, and wireless connectivity chips. The company's strong performance in AI chips, which saw sales rise around 106% in the latest quarter, highlights its ability to capitalize on the growing demand for AI-powered technologies. Vinva Investment Management's increased stake in Broadcom suggests institutional confidence in the company's long-term growth prospects.

The details

Vinva Investment Management Ltd acquired an additional 69,256 shares of Broadcom during the third quarter, bringing its total holdings to 384,642 shares. This represents a 22.0% increase in the firm's position. Broadcom's CEO, Hock Tan, also provided bullish guidance on the company's AI chip sales, stating that they could be "significantly" above $100 billion by 2027. This suggests Broadcom is well-positioned to benefit from the growing demand for AI-powered semiconductors in various industries.

  • Vinva Investment Management Ltd increased its holdings in Broadcom during the third quarter of 2026.
  • Broadcom reported its latest quarterly results on March 4, 2026.

The players

Vinva Investment Management Ltd

An investment management firm that increased its stake in Broadcom by 22.0% during the third quarter of 2026.

Hock Tan

The CEO of Broadcom, who provided aggressive guidance on the company's AI chip sales, which could reach over $100 billion by 2027.

Broadcom Inc.

A global technology company that designs, develops, and supplies semiconductor and infrastructure software solutions for a broad range of markets, including networking, wireless, and storage.

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What they’re saying

“AI chip sales could be 'significantly' above $100B in 2027”

— Hock Tan, CEO (Reuters)

What’s next

Broadcom's performance in the AI chip market and its ability to capitalize on the growing demand for AI-powered technologies will be closely watched by investors and analysts in the coming years.

The takeaway

Broadcom's strong performance in AI chips and the increased institutional investment from Vinva Investment Management highlight the company's potential to be a major player in the growing AI semiconductor market, which could reach over $100 billion in sales by 2027 according to the CEO's guidance.