Sectivia

BroadcomAVGO

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

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.

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

Key metrics

Market cap
$2T
Price
$358.76
Today
−2.6%
Return YTD
+6.5%
Return 1Y
+27.2%
P/E
68.4
P/S
26.6
P/B
22.9

Data as of 2026-08-25 · 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 →

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Same segment: Chips & accelerators

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