Broadcom
Semiconductors
Key Financials
- ~$2.0T
- Market Cap
- $68.3B
- Revenue (TTM)
- +29.5%
- Revenue Growth
- 76.7%
- Gross Margin
- 44.9%
- Op. Margin
- 82.7
- P/E Ratio
- 33K
- Employees
Role in the Supply Chain
Dominant custom AI ASIC partner (~70% share); networking ASICs; VMware
In This Report
Ch 6 Chip Design
Dominant custom AI ASIC partner (~70% share); networking ASICs; VMware
Ch 10 Networking Silicon, Switches & DPUs
Dominant merchant switch silicon (Tomahawk, Jericho), SerDes IP, SmartNICs
Ch 11 Photonics, Optical I/O & CPO
SiPh integration, CPO (Tomahawk CPO series), PAM4 DSPs
Ch 20 System Software, Firmware & Orchestration
VMware vSphere; ~72% [3] virtualization revenue share
Ch 22 Cross-Cutting Analysis