Broadcom — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
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Featured in supply-chain maps: AI Data-Center Compute & Interconnect · Networking & Connectivity Chips
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
“we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”— ANET 10-K, filed 2026-02-17 EDGAR · View source filing ↗
“Broadcom Inc. (“Broadcom”) and Apple Inc. (“Apple”) have agreed to expand their long-standing technology collaboration through 2031 by entering into new multi-year long-term agreements for Broadcom to develop and supply a range of custom ASIC silicon products for use in multiple generations of Apple products.”— AVGO 8-K, filed 2026-07-06 EDGAR · View source filing ↗
Suppliers (companies that supply it)
“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
“The majority of our front-end wafer manufacturing operations is outsourced to external foundries, including Taiwan Semiconductor Manufacturing Company Limited (“TSMC”). … During fiscal year 2025, approximately 95% of the wafers manufactured by our CMs were produced by TSMC.”— AVGO 10-K, filed 2025-12-18 EDGAR · View source filing ↗
“We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”— AVGO 10-K, filed 2025-12-18 EDGAR · View source filing ↗
“We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”— AVGO 10-K, filed 2025-12-18 EDGAR · View source filing ↗
“We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”— AVGO 10-K, filed 2025-12-18 EDGAR · View source filing ↗
“We use third-party CMs for a significant majority of our assembly and test operations, including TSMC, Advanced Semiconductor Engineering, Inc., Foxconn Technology Group, Amkor Technology, Inc. and Siliconware Precision Industries Co., Ltd.”— AVGO 10-K, filed 2025-12-18 EDGAR · View source filing ↗
Partners & collaborations
“We have entered into various patent cross-licenses with major technology companies, including a number of leading international semiconductor companies, such as IBM and Broadcom Inc.”— UMC 20-F, filed 2026-04-30 EDGAR · View source filing ↗
Competitors
“CSG competes primarily with Broadcom Inc.; Murata Manufacturing Co., Ltd.; Nordic Semiconductor; NXP Semiconductors N.V.; Qualcomm Technologies, Inc.; RichWave Technology Corporation; Silicon Laboratories Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd. … ACG competes primarily with Broadcom Inc.; Maxscend Microelectronics Co., Ltd.; Murata Manufacturing Co., Ltd.; Qualcomm Technologies, Inc.; Skyworks Solutions, Inc.; and Vanchip (Tianjin) Technology Co., Ltd.”— QRVO 10-K, filed 2026-05-08 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Broadcom Inc. (“Broadcom”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Our current competitors include: … • suppliers of hardware and software for SoC products that are used in servers or embedded into automobiles, autonomous machines, and gaming devices, such as Ambarella, Inc., AMD, Broadcom, Intel, Qualcomm Incorporated, Renesas Electronics Corporation, and Samsung, or companies with internal teams designing SoC products for their own products and services, such as Tesla, Inc.; and”— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗
“Our principal competitors include Broadcom, Inc., Credo Technology Group Holding Ltd., Marvell Technology, Inc., Microchip Technology Inc., Montage Technology, Parade Technologies, Ltd., and Rambus, Inc.”— ALAB 10-K, filed 2026-02-20 EDGAR · View source filing ↗
“Our primary key public competitors in alphabetical order include, but are not limited to, Analog Devices Inc., Broadcom Inc., Infineon Technologies AG, Microchip Technology Inc., Qualcomm Inc., Renesas Electronics Corp., STMicroelectronics NV and Texas Instruments Inc.”— NXPI 10-K, filed 2026-02-19 EDGAR · View source filing ↗
“• Optoelectronic Components: Broadcom, ON Semiconductor, Renesas, Toshiba.”— VSH 10-K, filed 2026-02-13 EDGAR · View source filing ↗
“We expect continued competition from our primary FPGA competitors such as Altera, Lattice Semiconductor Corporation and Microsemi Corporation, and from ASSP vendors such as Broadcom Corporation, Marvell Technology Group, Ltd., Analog Devices, Texas Instruments Incorporated, NXP Semiconductors N.V., Qualcomm Incorporated and NVIDIA.”— AMD 10-K, filed 2026-02-04 EDGAR · View source filing ↗
“We also compete with Broadcom in the custom ASICs development market”— INTC 10-K, filed 2026-01-23 EDGAR · View source filing ↗
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K, filed 2025-11-14 EDGAR · View source filing ↗
“Our competitors include … Broadcom,”— SWKS 10-K, filed 2025-11-07 EDGAR · View source filing ↗
“Companies that provide on-device AI, high-performance and low-power computing and wireless connectivity-based integrated circuit products and/or software are generally competitors or potential competitors. … Examples (some of which are strategic partners of ours in other areas) include Broadcom, HiSilicon, MediaTek, Mobileye, Nvidia, NXP Semiconductors, Qorvo, Samsung, Skyworks, Texas Instruments and UNISOC.”— QCOM 10-K, filed 2025-11-05 EDGAR · View source filing ↗
“Our competitors (in each case relative to only some of our products or services) include: Amazon Web Services LLC; Arista Networks, Inc.; Broadcom Inc.; Ciena Corporation; CrowdStrike Holdings, Inc.; Datadog Inc.; Dell Technologies Inc.; Dynatrace Inc.; Fortinet, Inc.; Hewlett-Packard Enterprise Company; Huawei Technologies Co., Ltd.; Microsoft Corporation; New Relic, Inc.; Nokia Corporation; Nvidia Corporation; Palo Alto Networks, Inc.; RingCentral, Inc.; Zoom Video Communications, Inc.; and Zscaler, Inc.; among others.”— CSCO 10-K, filed 2025-09-03 EDGAR · View source filing ↗
Filed activity
Filings by Broadcom itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
and Quarterly Dividend • Revenue of $22,187 million for the second quarter, up 48 percent from the prior year period • GAAP net income of $9,310 million for the second quarter; Non-GAAP net income of $12,074 million for the second quarter • Adjusted EBITDA of $15,244 million for the second quarter, or 69 percent of revenue • GAAP diluted EPS of $1.91 for the second quarter;Show more from the filing
Non-GAAP diluted EPS of $2.44 for the second quarter • Cash from operations of $10,493 million for the second quarter, less capital expenditures of $231 million, resulted in $10,262 million of free cash flow, or 46 percent of revenue • Quarterly common stock dividend of $0.65 per share • Third quarter fiscal year 2026 revenue guidance of approximately $29.4 billion, an increase of 84 percent from the prior year period • Third quarter fiscal year 2026 Non-GAAP operating income guidance of approximately 67 percent of projected revenue (1) • Third quarter fiscal year 2026 Adjusted EBITDA guidance of approximately 68 percent of projected revenue (1) PALO ALTO, Calif. – June 3, 2026 – Broadcom Inc.
and Quarterly Dividend • Revenue of $19,311 million for the first quarter, up 29 percent from the prior year period • GAAP net income of $7,349 million for the first quarter; Non-GAAP net income of $10,185 million for the first quarter • Adjusted EBITDA of $13,128 million for the first quarter, or 68 percent of revenue • GAAP diluted EPS of $1.50 for the first quarter;Show more from the filing
Non-GAAP diluted EPS of $2.05 for the first quarter • Cash from operations of $8,260 million for the first quarter, less capital expenditures of $250 million, resulted in $8,010 million of free cash flow, or 41 percent of revenue • Quarterly common stock dividend of $0.65 per share • Second quarter fiscal year 2026 revenue guidance of approximately $22.0 billion, an increase of 47 percent from the prior year period • Second quarter fiscal year 2026 Adjusted EBITDA guidance of approximately 68 percent of projected revenue (1) • New $10 billion share repurchase program PALO ALTO, Calif. – March 4, 2026 – Broadcom Inc.
and Quarterly Dividend • Revenue of $18,015 million for the fourth quarter, up 28 percent from the prior year period • GAAP net income of $8,518 million for the fourth quarter; Non-GAAP net income of $9,714 million for the fourth quarter • Adjusted EBITDA of $12,218 million for the fourth quarter, or 68 percent of revenue • GAAP diluted EPS of $1.74 for the fourth quarter;Show more from the filing
Non-GAAP diluted EPS of $1.95 for the fourth quarter • Cash from operations of $7,703 million for the fourth quarter, less capital expenditures of $237 million, resulted in $7,466 million of free cash flow, or 41 percent of revenue • Quarterly common stock dividend increased by 10 percent from the prior quarter to $0.65 per share • First quarter fiscal year 2026 revenue guidance of approximately $19.1 billion, an increase of 28 percent from the prior year period • First quarter fiscal year 2026 Adjusted EBITDA guidance of 67 percent of projected revenue (1) PALO ALTO, Calif. – December 11, 2025 – Broadcom Inc.
and Quarterly Dividend • Revenue of $15,952 million for the third quarter, up 22 percent from the prior year period • GAAP net income of $4,140 million for the third quarter; Non-GAAP net income of $8,404 million for the third quarter • Adjusted EBITDA of $10,702 million for the third quarter, or 67 percent of revenue • GAAP diluted EPS of $0.85 for the third quarter;Show more from the filing
Non-GAAP diluted EPS of $1.69 for the third quarter • Cash from operations of $7,166 million for the third quarter, less capital expenditures of $142 million, resulted in $7,024 million of free cash flow, or 44 percent of revenue • Quarterly common stock dividend of $0.59 per share • Fourth quarter fiscal year 2025 revenue guidance of approximately $17.4 billion, an increase of 24 percent from the prior year period • Fourth quarter fiscal year 2025 Adjusted EBITDA guidance of 67 percent of projected revenue (1) PALO ALTO, Calif. – September 4, 2025 – Broadcom Inc.