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CJ Muse Senior

Senior Managing Director and Semiconductor Analyst at Cantor Fitzgerald

C.J. Muse is a Senior Managing Director and Semiconductor Analyst at Cantor Fitzgerald, specializing in semiconductors and semiconductor equipment with coverage of key companies including Intel (INTC), Lam Research (LRCX), NVIDIA (NVDA), Applied Materials (AMAT), and SanDisk (SNDK). He has issued 18 ratings over the last four years, with an 88.9% buy recommendation rate, and is ranked #1 or #2 by Institutional Investor over the past decade, including #1 from 2016-2021. Muse joined Cantor Fitzgerald in December 2023 after serving as Senior Managing Director at Evercore ISI, Managing Director and Senior Analyst at Barclays Capital, and starting his career at Lehman Brothers in investment banking and research. He holds a B.S. in finance from Georgetown University and an MBA in finance from Columbia University Graduate School of Business.

CJ Muse Senior's questions to Broadcom (AVGO) leadership

Question · Q4 2025

CJ Muse Senior asked about Broadcom's expectations for compute growth generation-to-generation in custom silicon and whether the company foresees a broadening opportunity for its existing five customers to have multiple XPU offerings, especially in light of competitors' accelerator-for-accelerator offerings.

Answer

Hock Tan (President and CEO) confirmed that custom accelerators allow for multiple XPU offerings for each customer, with parallel tracks for training and inference. He highlighted the ability to integrate unique hardware for specific functions like Sparse Core data routers or variations in memory capacity/bandwidth, leading to diverse chip designs for different workloads.

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