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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($51.6B)

Data statis (memuat keuangan langsung…)

Semiconductor Solutions (50%)

Infrastructure Software (40%)

Broadband (10%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pemasok Utama

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

Dampak: Critical — primary foundry

Pelanggan Utama

Alphabet Inc. (Google)

Custom TPU networking silicon

Dampak: $5B+ annually

Microsoft Corporation

Azure networking & custom AI chips

Dampak: $3B+ annually

Pesaing

NVIDIA Corporation

Data-center networking silicon

Dampak: Competing in networking/DPU

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Palo Alto, California, USA

Didirikan

1961

Karyawan

37,000+

Situs Web

broadcom.com

Gambaran umum sektor — 반도체

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