Broadcom Inc.

AVGOleader

Broadcom is a global technology leader that designs, develops, and supplies a broad range of semiconductor and infrastructure software solutions. The VMware acquisition transformed it into a hybrid hardware-software powerhouse serving cloud, enterprise, and telecom customers.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($51.6B)

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Semiconductor Solutions (50%)

Infrastructure Software (40%)

Broadband (10%)

Segment Breakdown & Key Customers

Product Details

Networking ASICs38%

Custom switching silicon and controllers for hyperscale cloud data centers

Broadband & Connectivity22%

Wi-Fi, Bluetooth, and cable modem SoCs for enterprise and consumer

Infrastructure Software40%

VMware, CA Technologies, and Symantec enterprise software portfolio

Supply Chain Relationships

Key Suppliers

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

Impact: Critical — primary foundry

Key Customers

Alphabet Inc. (Google)

Custom TPU networking silicon

Impact: $5B+ annually

Microsoft Corporation

Azure networking & custom AI chips

Impact: $3B+ annually

Competitors

NVIDIA Corporation

Data-center networking silicon

Impact: Competing in networking/DPU

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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AI Analysis

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Company Info

Headquarters

Palo Alto, California, USA

Founded

1961

Employees

37,000+

Website

broadcom.com

Sector Overview — 반도체

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