Broadcom — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
6 家供應商2 家客戶1 家合作夥伴12 家競爭對手17 份來源申報文件
收錄於供應鏈主題地圖：AI 資料中心運算與互連 · 網路與連線晶片
客戶（其供應的公司）
申報於 2026-02-17 · 195 天前
“we are primarily reliant upon our predominant merchant silicon vendor, Broadcom, for our switching chips.”— ANET 10-K，申報於 2026-02-17 EDGAR · 查看原始申報文件 ↗Arista Networks 主要依賴其主要的商用矽供應商 Broadcom 提供交換晶片。（以原文為準）
供應給 →
Apple
申報於 2026-07-06 · 56 天前
“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，申報於 2026-07-06 EDGAR · 查看原始申報文件 ↗Apple 與 Broadcom 已同意擴大長期技術合作，Broadcom 將為 Apple 開發及供應客製 ASIC 矽產品。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Rambus
申報於 2026-02-18 · 194 天前
“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，申報於 2026-02-18 EDGAR · 查看原始申報文件 ↗Broadcom 等公司已取得 Rambus 的專利授權。（以原文為準）
供應來自 ←
TSMC
申報於 2025-12-18 · 256 天前
“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，申報於 2025-12-18 EDGAR · 查看原始申報文件 ↗Broadcom 的前端晶圓製造多數外包給外部晶圓代工廠，其中 TSMC 在 2025 會計年度生產了約 95% 的晶圓。（以原文為準）
供應來自 ←
ASE
申報於 2025-12-18 · 256 天前
“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，申報於 2025-12-18 EDGAR · 查看原始申報文件 ↗Broadcom 使用 ASE 等第三方封測廠商進行其大部分組裝與測試作業。（以原文為準）
供應來自 ←
Foxconn
申報於 2025-12-18 · 256 天前
“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，申報於 2025-12-18 EDGAR · 查看原始申報文件 ↗Broadcom 使用 Foxconn 等第三方代工廠進行組裝和測試。（以原文為準）
供應來自 ←
Amkor
申報於 2025-12-18 · 256 天前
“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，申報於 2025-12-18 EDGAR · 查看原始申報文件 ↗Broadcom 使用第三方代工廠進行大部分組裝與測試作業，其中包括 Amkor。（以原文為準）
供應來自 ←
SPIL
申報於 2025-12-18 · 256 天前
“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，申報於 2025-12-18 EDGAR · 查看原始申報文件 ↗Broadcom 將大部分封測業務委外給 SPIL 等第三方代工廠。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
UMC
申報於 2026-04-30 · 123 天前
“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，申報於 2026-04-30 EDGAR · 查看原始申報文件 ↗UMC 與 Broadcom 簽訂了專利交叉授權協議。（以原文為準）
競爭對手
相互競爭 ↔
Qorvo
申報於 2026-05-08 · 115 天前
“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，申報於 2026-05-08 EDGAR · 查看原始申報文件 ↗Qorvo 的 CSG 和 ACG 業務均與 Broadcom 競爭。（以原文為準）
相互競爭 ↔
Marvell
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Broadcom Inc. (“Broadcom”)”— MRVL 10-K，申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗Broadcom 與 Marvell 在業務上直接競爭。（以原文為準）
相互競爭 ↔
NVIDIA
申報於 2026-02-25 · 187 天前
“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，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗NVIDIA 將 Broadcom 列為其 SoC 產品領域的競爭對手之一。（以原文為準）
相互競爭 ↔
Astera Labs
申報於 2026-02-20 · 192 天前
“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，申報於 2026-02-20 EDGAR · 查看原始申報文件 ↗Astera Labs 的主要競爭對手包括 Broadcom。（以原文為準）
相互競爭 ↔
NXP
申報於 2026-02-19 · 193 天前
“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，申報於 2026-02-19 EDGAR · 查看原始申報文件 ↗NXP 將 Broadcom 列為其主要公開競爭對手之一。（以原文為準）
相互競爭 ↔
Vishay
申報於 2026-02-13 · 199 天前
“• Optoelectronic Components: Broadcom, ON Semiconductor, Renesas, Toshiba.”— VSH 10-K，申報於 2026-02-13 EDGAR · 查看原始申報文件 ↗Vishay 將 Broadcom 列為光電元件領域之競爭對手。（以原文為準）
相互競爭 ↔
AMD
申報於 2026-02-04 · 208 天前
“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，申報於 2026-02-04 EDGAR · 查看原始申報文件 ↗AMD 將 Broadcom 列為其 ASSP 供應商領域的競爭對手之一。（以原文為準）
相互競爭 ↔
Intel
申報於 2026-01-23 · 220 天前
“We also compete with Broadcom in the custom ASICs development market”— INTC 10-K，申報於 2026-01-23 EDGAR · 查看原始申報文件 ↗Intel 在客製化 ASIC 開發市場與 Broadcom 競爭。（以原文為準）
相互競爭 ↔
MACOM
申報於 2025-11-14 · 290 天前
“our significant competitors include, among others , ADI, Broadcom, Credo, Marvell, MaxLinear, Microchip, NXP, Qorvo, Semtech, Skyworks and Sumitomo”— MTSI 10-K，申報於 2025-11-14 EDGAR · 查看原始申報文件 ↗Broadcom 是 MACOM 的重要競爭對手之一。（以原文為準）
相互競爭 ↔
Skyworks
申報於 2025-11-07 · 297 天前
“Our competitors include … Broadcom,”— SWKS 10-K，申報於 2025-11-07 EDGAR · 查看原始申報文件 ↗Broadcom 是 Skyworks 的競爭者之一。（以原文為準）
相互競爭 ↔
Qualcomm
申報於 2025-11-05 · 299 天前
“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，申報於 2025-11-05 EDGAR · 查看原始申報文件 ↗Broadcom 與 Qualcomm 在提供裝置端 AI、高效能低功耗運算及無線連接 IC 產品/軟體方面是競爭對手或潛在競爭對手。（以原文為準）
相互競爭 ↔
Cisco
申報於 2025-09-03 · 362 天前
“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，申報於 2025-09-03 EDGAR · 查看原始申報文件 ↗Cisco 將 Broadcom 列為其部分產品或服務的競爭對手之一。（以原文為準）
公司公告
Broadcom 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
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;（申報原文節錄，以原文為準）顯示更多原文
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.
— Form 8-K · 項目 2.02, 8.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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;（申報原文節錄，以原文為準）顯示更多原文
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.
— Form 8-K · 項目 2.02, 8.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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;（申報原文節錄，以原文為準）顯示更多原文
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.
— Form 8-K · 項目 2.02, 8.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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;（申報原文節錄，以原文為準）顯示更多原文
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.
— Form 8-K · 項目 2.02, 8.01, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗