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Overall, Broadcom's latest performance data and management's outlook for the next quarter both exceeded Wall Street analysts' expectations. In particular, the prospect of $100 billions in AI chip revenue further validates Wall Street's assertion that the "AI boom is still in the early stage of infrastructure construction with supply unable to meet demand." It also highlights that, with the arrival of the AI inference era, surging demand for cloud-based AI inference computing power and the trend of embedding AI large models into enterprise operations through "micro-training," cost-effective AI ASIC computing systems are launching a strong challenge to Nvidia's near 90% monopoly in the AI chip market.

The company's planned reverse stock split, merging 50 shares into 1, has now been officially postponed until March 9, 2026. This adjustment reflects the company's prudent assessment of the current market environment. Reverse stock splits are typically used to increase the trading price per share and meet the minimum quotation requirements of exchanges. The postponement decision provides investors with more time to understand the details of the plan and demonstrates the management's comprehensive consideration of shareholders' interests. It is worth noting that this capital structure optimization measure will maintain the merger ratio unchanged. After the equity restructuring, every 50 ordinary shares held by existing shareholders will be automatically converted into 1 new share. This move is expected to optimize the company's stock liquidity performance in the capital market and lay the foundation for long-term value enhancement.

Golden Ten Data reported on March 5 that the Korean stock market rebounded after experiencing its largest single-day decline ever, as bargain-hunting investors returned to the market. In early trading on Thursday, the KOSPI index surged by 12%, marking the biggest single-day gain since October 2008, after closing down by the same margin on Wednesday. Chip giants Samsung Electronics and SK Hynix both rose by more than 13%. Following the sharp rise, trading on the KOSDAQ and KOSPI markets was programmatically halted for 5 minutes. Mark Preskett, Senior Portfolio Manager at Morningstar Wealth, stated: "Given the strong upward momentum in Korea's stock market at the beginning of 2026 and the country's heavy reliance on energy imports, it is not surprising that the KOSPI index has become the leading decliner among Asian stock markets." He noted that the attractive performance of SK Hynix and Samsung's stock prices will continue to support the KOSPI index.