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The themes Broadcom is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
- 精选
AI networking & optics
由 InspectStocks 整理 · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
- 股价，1 年
- +43.5%
- 营收，1 年
- +53.7%
+14A 14B 2C 1D 3
- 精选
AI chips & accelerators
由 InspectStocks 整理 · 18 companies
Processors that train and run AI models, the chips that connect them, and the foundries, packagers and design software behind them.
- 股价，1 年
- +31.3%
- 营收，1 年
- +44.5%
+12A 10B 4C 1F 3
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
- NVDANVIDIA Corp.US$4.19TA+
MUMicron Technology, Inc.US$918.5BA+- AMDAdvanced Micro Devices, Inc.US$906.7BA+
TXNTexas Instruments Inc.US$283.2BA+- ARMARM Holdings plcUS$216.4BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
怎么赚钱
- Semiconductor Solutions68%
- Infrastructure Software32%
各项收入占比是对three fiscal quarters ended 2026-08-02的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
Custom accelerators and custom chip design
Chips designed to a customer’s specifications, including accelerators that help run artificial intelligence workloads in large data centers.
Ethernet networking chips
Switching, routing and network interface chips that move data between computers and other equipment in data centers, service-provider networks and business networks.
Optical components
Parts that send and receive data over fibre-optic cables, used in data-center networks, storage systems and telecommunications.
再显示 3 项
Wireless-device chips
Radio-frequency components, Wi-Fi and Bluetooth chips, touchscreen controllers and wireless charging chips for phones, tablets and wearable devices.
Server and storage chips
Components that connect servers to storage devices and help read, write and protect data on hard disk drives and solid-state drives.
VMware Cloud Foundation
Software businesses use to manage computing, storage, networking and security across their own data centers and supported cloud services.
谁在买6
- Large cloud and data-center operators and artificial intelligence companies, including Google, Anthropic, OpenAI and Meta, work with Broadcom on custom chips and networking products.
- Server makers, equipment manufacturers and system integrators buy Broadcom components for products they build, sometimes through contract manufacturers.
- Distributors buy semiconductor products and resell them to equipment makers and other customers.
再显示 3 项
- Businesses and government agencies buy software for private data centers, cybersecurity, mainframe computers and data storage networks, either directly or through resellers and other partners.
- Telecommunications and broadband providers use Broadcom chips in network equipment, broadband devices and set-top boxes.
- Makers of phones, tablets, wearable devices and other electronics use Broadcom’s wireless and connectivity chips.
靠什么支撑，什么会击垮它
业务依赖什么
- 1A substantial amount of semiconductor sales goes through distributors; one distributor accounted for 50% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).
- 2Broadcom relies on outside manufacturers for most wafer production and much of assembly and testing, including Taiwan Semiconductor Manufacturing Company.
- 3Making and deploying artificial intelligence data centers depends on available chips, advanced packaging materials, memory, electricity, land and completed data-center buildings.
- 4A relatively small group of large end customers accounts for a substantial share of sales; the largest five accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence).
可能出什么问题
- 1Customer concentration can make revenue sensitive to orders from a few large buyers: the five largest end customers accounted for approximately 55% of revenue in the fiscal quarter ended 2026-08-02 (high confidence), and a distributor accounted for 50% (high confidence).
- 2Chip deliveries and customer deployments can be delayed by shortages of manufacturing capacity, advanced substrates or memory, or by customers’ lack of ready data-center sites and power.
- 3Broadcom’s financing arrangement for one customer’s data-center equipment includes a backstop; its maximum potential liability was approximately $29 billion when all covered racks are deployed (as of 2026-08-02, high confidence). If the customer does not pay, Broadcom may have to cover part of the unpaid lease amount, subject to the agreement’s terms and the value recovered from the equipment.
关于Broadcom Inc.
Broadcom designs and sells semiconductors used in artificial intelligence data centers, computer networks, phones, storage devices and broadband equipment. It also sells business software, including VMware products for running computer systems, cybersecurity software and tools for managing mainframes and data storage networks. Customers include large technology companies, device makers, businesses and government agencies.
- 总部
- Palo Alto, California
- 成立于
- 1991 (Broadcom)
- 员工人数
- approximately 33,000 (as of 2025-11-02, high)
- 上市于
- NASDAQ
- 财年结束
- First Sunday in November (fiscal 2025 ended 2025-11-02)
基于 Broadcom Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。