Sectivia

BroadcomAVGO

NASDAQ · USA · Segment 1 of 8 in the AI & digital infrastructure value chain: Chips & accelerators

Designs custom AI chips (ASICs) for hyperscalers — including Google's TPUs — as well as networking chips and infrastructure software (VMware).

Chips & accelerators: Designs and builds the processors, accelerators and memory that train and run AI.

Key metrics

Market cap
$1.9T
Price
$399.80
Today
−0.3%
Return YTD
+15.9%
Return 1Y
+44.3%
P/E
65.2
P/S
25.3
P/B
21.8

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

AI hardwareCustom siliconInfrastructure softwareCustom AI ASICsNetworking silicon

In the value chain

Products & services

  • Custom AI ASICs (XPUs)
  • Tomahawk/Jericho networking chips
  • VMware software

Competitors

Risks

  • Few, very large ASIC customers
  • High debt after acquisitions

Supply chain

Supplies →

Same segment: Chips & accelerators

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