Broadcom

Broadcom is a leader in the Design (Fabless) segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Synopsys, Cadence Design Systems, Siemens EDA. Its key customers include Alphabet (Google), Meta Platforms, Apple.

Networking silicon leader and main designer of hyperscaler custom AI chips.

Ticker
NASDAQ: AVGO
Headquarters
United States
Revenue
$63.9B (FY2025) · +23.9% YoY
Net income
$23.1B
Operating margin
39.9%
Market position
leader
Value-chain segment
Networking Silicon, Custom Silicon Designers
Key products
Tomahawk switches, custom AI accelerators (XPUs)

About Broadcom

Broadcom, headquartered in United States, operates in the Networking Silicon and Custom Silicon Designers segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include Tomahawk switches, custom AI accelerators (XPUs). wafergraph maps 74 tracked suppliers and 45 tracked customers for Broadcom across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. Broadcom is a party to 6 tracked deals, including Broadcom acquires VMware; Broadcom's attempted Qualcomm takeover; Avago acquires Broadcom Corp.

Role in the chain

Broadcom is a market leader in Design (Fabless) (Networking Silicon), headquartered in United States. Networking silicon leader and main designer of hyperscaler custom AI chips.

Diligence questions

  1. The dataset records 74 tracked suppliers for Broadcom. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 12 of Broadcom's tracked suppliers are a monopoly or leader (including Arm Holdings, ASE Technology, Cadence Design Systems, eMemory Technology). Which of those are actually single-source for the process step you care about?
  3. The dataset names 45 tracked customers for Broadcom. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Broadcom is positioned as a leader in Design (Fabless). How replaceable is this vendor on the process step you are buying?
  5. Broadcom is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. Broadcom trades as NASDAQ:AVGO. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for Broadcom

Key products

  • Tomahawk switches
  • custom AI accelerators (XPUs)

Suppliers

Customers

More Design (Fabless) companies

Compare with

Marvell Technology · NVIDIA · Apple · Alphabet (Google) · Microsoft · Amazon (Annapurna Labs)

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Broadcom — supply chain, financials & market position”, https://wafergraph.com/company/broadcom (data as of 2026-09-05).

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