Broadcom → Applied Optoelectronics
As of 2026-09-05, Broadcom is a tracked supplier of Applied Optoelectronics. Broadcom is a leader in Design (Fabless) (headquartered in United States); Applied Optoelectronics is a niche in Distribution & Misc (headquartered in United States). Broadcom has 45 tracked customers; Applied Optoelectronics has 3 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Broadcom (leader in Design (Fabless)) is a tracked supplier of Applied Optoelectronics (niche in Distribution & Misc). Networking silicon leader and main designer of hyperscaler custom AI chips. Optical transceiver and component maker. The edge is one of 3 tracked suppliers of Applied Optoelectronics and one of 45 tracked customers of Broadcom.
Source: derived from both company records and the counted edges.
Concentration / risk note
Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier. Applied Optoelectronics has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.
Basis: supplier position, few suppliers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Broadcom (supplier)
Networking silicon leader and main designer of hyperscaler custom AI chips.
Applied Optoelectronics (customer)
Optical transceiver and component maker.
Other tracked suppliers of Applied Optoelectronics
Other tracked customers of Broadcom
Cite as: wafergraph, “Broadcom → Applied Optoelectronics — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/broadcom/applied_opto/ (data as of 2026-09-05).
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