https://www.cnbc.com/amp/2025/03/03/tsmc-to-announce-100-billion-investment-in-us-chip-plants.html

China/AI/Trump ki-ling it....inevitably leads to cuts.

Folks, It's a sad day, the ratings for Broadcom threads have been deleted. I checked other companies on the site. They are fine. What gives?

Apple ditches Broadcom -- Wifi Chips https://wallstreetpit.com/124256-apple-ditches-broadcom-in-house-wi-fi-chips-incoming/

ESG is expected to conduct another round of layoffs around March. Those affected will not receive RSU refreshers this time. Please stay tuned for updates, and feel free to share if your team is impacted.

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Broadcom Weighs Possible Deal for Intel’s Chip-Design Unit: WSJ https://www.yahoo.com/finance/news/broadcom-weighs-possible-deal-intel-023858179.html

Or at least Altera inside 😀

I see many BUs are under doom line, and also restructuring in vmw acquisition. What had happened historically if Broadcom sell off a business unit. Do they vest at least 1 year pending RSUs immediately? Appreciate a proper response, as it would... — read more 

I thought they were legends in the Cybersecurity space. Enlighten me, please.

I received my "RTO offer" via DocuSign yesterday. Either move 280 miles to work from the nearest office, or receive a severance package. The decision is a no-brainer. None of my coworkers are in the same region, much less country. Working from an... — read more 

I’m worried now.

Symantec’s performance under Broadcom is raising red flags among investors as the division continues to bleed money. Once a dominant force in enterprise security, Symantec is now losing major A-list customers. Rather than retaining its stronghold in... — read more 

Seeing so many people still around from Symantec who don't even seem to be doing anything. Implementing bad or ill-dated processes. And adding corporate bureaucracy and red tape. Broadcom needs to get rid of ESG and all Symantec lifers. All in... — read more 

Pls share your thoughts…..

"With Symantec and Carbon Black leading the way, we’re making enterprise-grade security a reality for every organization—because everyone deserves world-class protection. That’s why together, we’re going to make this year legendary." source:... — read more 

Oh dear, my RSUs have is now worth 30% less. China, China, China

Oh dear.

Any idea ?

“Before you gloat, take the following into consideration: some of us (e.g., yours truly) have, after leaving Broadcom, have landed into Infosec roles where we may be in a position to choose between CB and their competitors” Will you choose CB ?

10 people were fired today in Prague's R&D hub. Any news from elsewhere?

Hock at the booth whips out an oversized laser pointer with unnecessary RGB lighting… “let us examine our destiny." Points to glowing red line spanning the slide labeled: THRESHOLD OF PROFITABILITY (LINE OF DOOM™) Hmmmmmmmm... aggressively circles... — read more 

Oh, how the tables have turned! Symantec loses NortonLifeLock and suddenly becomes the champion of small businesses—because who needs enterprise clients when you can secure the local coffee shop's Wi-Fi? 😂

Are you guys still dreaming about your RSUs ??

Mine, not so good

Can get enough of the disgruntled ESG stuff

Symantec is losing more A-list customers in this region. Symantec will be below the doom line again in the next quarter as well. So Broadcom’s future plan is to focus on EMEA and the US.

Some comments going on around more bloodbath or something in March25 due to ESG -4*% below doom line.

Pretty interesting perspective on Hock from The Economist: https://archive.is/xCful

Hock Tan is clearly a genius—one of the sharpest operators and capital allocators in tech. Just look at his flawless record in M&A, dividends, and stock performance. But somehow, despite all that brilliance, he’s managed to completely drop the ball... — read more 

What will happen next? I’m more worried now.

Three GM changes in the last four years still couldn't save Symantec!

Recent news that ESG has been communicates to leaders that it would be selled soon. They are looking for candiate

Even if they want to sell who will buy this product line ? I heard they couldn't sell CB, that's why it merged to Symantec. if no one wants to buy this combined sh-t, then what's the next step? Until that ESG BU folks can keep collecting RSUs, its... — read more 

I'm worried. How long can we even last in Broadcom ?