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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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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($51.6B)

Datos estáticos (cargando finanzas en tiempo real…)

Semiconductor Solutions (50%)
Infrastructure Software (40%)
Broadband (10%)

Composición de segmentos y clientes principales

Detalles del producto

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

Relaciones en la Cadena de Suministro

Proveedores Clave

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

Impacto: Critical — primary foundry

Clientes Clave

Alphabet Inc. (Google)

Custom TPU networking silicon

Impacto: $5B+ annually

Microsoft Corporation

Azure networking & custom AI chips

Impacto: $3B+ annually

Competidores

NVIDIA Corporation

Data-center networking silicon

Impacto: Competing in networking/DPU

Contexto macro y de mercado

반도체Noticias del sector

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

Próximos catalizadores

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

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$21M2024.062024-08-13↑
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$20M2024.062024-08-13↑
BlackRockreducing$179K2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockaccumulating$19M2024.062024-08-13↑
BlackRockreducing$6M2024.062024-08-13↓
BlackRockaccumulating$276M2024.062024-08-13↑
BlackRockaccumulating$202M2024.062024-08-13↑
BlackRockreducing$11M2024.062024-08-13↓
BlackRockaccumulating$29M2024.062024-08-13↑
BlackRockaccumulating$15M2024.062024-08-13↑
BlackRockaccumulating$23M2024.062024-08-13↑
BlackRockaccumulating$93M2024.062024-08-13↑
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$439K2024.062024-08-13↓
BlackRockreducing$22K2024.062024-08-13↓
BlackRockaccumulating$13M2024.062024-08-13↑
Vanguard Groupaccumulating$878M2025.122026-01-29↑
Vanguard Groupreducing$6M2025.122026-01-29↓
Vanguard Groupreducing$17M2025.122026-01-29↓
Vanguard Groupaccumulating$44M2025.122026-01-29↑
Vanguard Groupreducing$4M2025.122026-01-29↓
State Streetreducing$413M2025.122026-02-13↓
Wellington Managementaccumulating$186K2025.122026-02-17↑
Wellington Managementreducing$59K2025.122026-02-17↓
FMR (Fidelity)accumulating$5M2025.122026-02-17↑
FMR (Fidelity)accumulating$16M2025.122026-02-17↑
FMR (Fidelity)accumulating$10M2025.122026-02-17↑
FMR (Fidelity)accumulating$50K2025.122026-02-17↑

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Broadcom Inc. impulsado por IA.

Información de la Empresa

Sede Central

Palo Alto, California, USA

Fundación

1961

Empleados

37,000+

Sitio Web

broadcom.com

Estado del sector — 반도체

Noticias del sector

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

Temas clave

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Próximos catalizadores

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표