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Broadcom Inc.
AVGOleaderBroadcom 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.
产品与营收
产品营收占比
营收构成 ($51.6B)
静态数据（加载实时财务…）
Semiconductor Solutions (50%)
Infrastructure Software (40%)
Broadband (10%)
业务板块构成与主要客户
产品详情
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
供应链关系
主要客户
宏观与市场背景
반도체行业新闻
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
近期催化剂
◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)
机构信号
| 机构 | 操作 | 价值 | 季度 | 申报日期 |
|---|---|---|---|---|
| BlackRock | accumulating | $21M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $5M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $20M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $179K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $19M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $6M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $276M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $202M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $11M | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $29M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $15M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $23M | 2024.06 | 2024-08-13↑ |
| BlackRock | accumulating | $93M | 2024.06 | 2024-08-13↑ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $1M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $2M | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $439K | 2024.06 | 2024-08-13↓ |
| BlackRock | reducing | $22K | 2024.06 | 2024-08-13↓ |
| BlackRock | accumulating | $13M | 2024.06 | 2024-08-13↑ |
| Vanguard Group | accumulating | $878M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $6M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | reducing | $17M | 2025.12 | 2026-01-29↓ |
| Vanguard Group | accumulating | $44M | 2025.12 | 2026-01-29↑ |
| Vanguard Group | reducing | $4M | 2025.12 | 2026-01-29↓ |
| State Street | reducing | $413M | 2025.12 | 2026-02-13↓ |
| Wellington Management | accumulating | $186K | 2025.12 | 2026-02-17↑ |
| Wellington Management | reducing | $59K | 2025.12 | 2026-02-17↓ |
| FMR (Fidelity) | accumulating | $5M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $16M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $10M | 2025.12 | 2026-02-17↑ |
| FMR (Fidelity) | accumulating | $50K | 2025.12 | 2026-02-17↑ |
最新新闻
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AI 分析
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企业信息
行业概况 — 반도체
行业新闻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
核心主题
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
近期催化剂
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표