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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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उत्पाद और राजस्व

उत्पाद राजस्व हिस्सा

राजस्व विवरण ($51.6B)

स्थैतिक डेटा (लाइव वित्तीय लोड हो रहे हैं…)

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

सेगमेंट संरचना और प्रमुख ग्राहक

उत्पाद विवरण

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

आपूर्ति श्रृंखला संबंध

प्रमुख आपूर्तिकर्ता

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

प्रभाव: Critical — primary foundry

प्रमुख ग्राहक

Alphabet Inc. (Google)

Custom TPU networking silicon

प्रभाव: $5B+ annually

Microsoft Corporation

Azure networking & custom AI chips

प्रभाव: $3B+ annually

प्रतिस्पर्धी

NVIDIA Corporation

Data-center networking silicon

प्रभाव: Competing in networking/DPU

व्यापक एवं बाजार संदर्भ

반도체क्षेत्र समाचार

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

आगामी उत्प्रेरक

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

संस्थागत संकेत

संस्थाकार्रवाईमूल्यतिमाहीफाइलिंग तिथि
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↑

ताज़ा खबर

समाचार लोड हो रहा है...

AI विश्लेषण

Broadcom Inc. का AI आपूर्ति श्रृंखला विश्लेषण प्राप्त करने के लिए "AI विश्लेषण प्राप्त करें" पर क्लिक करें।

कंपनी जानकारी

मुख्यालय

Palo Alto, California, USA

स्थापना

1961

कर्मचारी

37,000+

वेबसाइट

broadcom.com

क्षेत्र अवलोकन — 반도체

क्षेत्र समाचार

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

मुख्य विषय

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

आगामी उत्प्रेरक

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