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Broadcom Inc.

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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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Ürünler ve Gelir

Ürün Gelir Payı

Gelir Dağılımı ($51.6B)

Statik veri (canlı finansal yükleniyor…)

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

Segment yapısı ve temel müşteriler

Ürün ayrıntıları

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

Tedarik Zinciri İlişkileri

Kilit Tedarikçiler

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

Etki: Critical — primary foundry

Kilit Müşteriler

Alphabet Inc. (Google)

Custom TPU networking silicon

Etki: $5B+ annually

Microsoft Corporation

Azure networking & custom AI chips

Etki: $3B+ annually

Rakipler

NVIDIA Corporation

Data-center networking silicon

Etki: Competing in networking/DPU

Makro ve piyasa bağlamı

반도체Sektör haberleri

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

Yaklaşan katalizörler

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

Kurumsal Sinyaller

KurumEylemDeğerÇeyrekDosyalama tarihi
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↑

Son haberler

Haberler yükleniyor...

AI Analizi

Broadcom Inc. için AI tedarik zinciri analizi almak için "AI Analizi Al"ı tıklayın.

Şirket Bilgisi

Merkez

Palo Alto, California, USA

Kuruluş

1961

Çalışanlar

37,000+

Web Sitesi

broadcom.com

Sektör genel bakışı — 반도체

Sektör haberleri

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

Temel temalar

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

Yaklaşan katalizörler

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