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# Broadcom Shares Drop After Google Considers Dropping Chipmaker

Shares of Broadcom fell more than 5% following a report by The Information stating that Google had discussed dropping Broadcom as an AI semiconductor supplier by 2027. The report mentioned that Google plans to design its own chips in this scenario. This news comes as Google has been gradually replacing Broadcom’s interface networking chips with those made by Marvell Technology. Marvell’s shares climbed 3.4% in response to the report while Alphabet, Google’s parent company, slipped 1.2%. Neither Marvell, Google, nor Broadcom immediately responded to CNBC’s request for comment.

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