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BroadcomAVGO

Chips & accelerators · NASDAQ · USA

$360.14
Down 4.3% todayClose

Up 8.8% this year but −1.3% since June 26, behind the AI sector at +7.5%. Broadcom supplies 5 mapped companies and buys from 2.

Market cap
$1.7T
This year
+8.8%
1 year
+11.9%
P/E
45.2
P/S
19.4
P/B
17.4

Price vs the AI sector

since Jun 26AVGOAI sector, equal weight
Broadcom (AVGO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AVGO: −1.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8AVGO −1.3%Sector +7.5% Broadcom (AVGO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. AVGO: −1.3% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8AVGO−1.3%Sector+7.5%

Supply chain

2 suppliers · 5 customers
SUPPLIERS →→ CUSTOMERSSynopsys (SNPS)SNPSSynopsys−1.0%Cadence Design Systems (CDNS)CDNSCadence Design Syst…−2.0%Alphabet (GOOGL)GOOGLAlphabet−0.6%Meta Platforms (META)METAMeta Platforms−0.1%Microsoft (MSFT)MSFTMicrosoft−1.3%Amazon (AMZN)AMZNAmazon−2.3%Arista Networks (ANET)ANETArista Networks−2.3%AVGOBroadcom

Suppliers 2

Customers 5

Open the full chain →

About Broadcom

Custom silicon designed to order: Broadcom builds AI ASICs to hyperscalers' own specifications, Google's TPUs among them. Tomahawk and Jericho chips move the network traffic, and VMware supplies the infrastructure software.

Theme exposure

AI hardwareCustom siliconInfrastructure softwareCustom AI ASICsNetworking silicon

Products

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

Competitors

Risks

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

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%MicronMU−4.8%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare AVGO

Side by side with the largest companies in the same segment.

AVGO vs NVDAAVGO vs MUAVGO vs AMDAVGO vs INTCAVGO vs ARMAVGO vs TXN

See where Broadcom sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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