companies / NASDAQ
Broadcom
Tomahawk / Jericho CPO switch silicon competitor; named in CPO ecosystem.
近 30 天股價
市值 $1.76T
最新估值
尚未有估值資料。
在 BOM 上的位置
- secondaryCPO NVSwitch (silicon photonics)· 99%
- design_ownerGPU compute die· 99%
- design_ownerGPU compute die· 99%
- design_ownerICI / scale-up fabric· 99%
- design_partnerCompute die (TBD)· 99%
題材歸屬
在 research 中被提到
- Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼
…r、降低功耗。 ## 供應商分工 NVIDIA 2026-03-02 公告以總額 40 億美元投資/預付 Coherent 與 Lumentum 作為 CPO module 與 EML 雷射的優先供應商；同一公告把 Marvell 與 Broadcom 列為交換器 ASIC 與光電整合的合作對象。 - **CPO module 整合**：Coherent (COHR)、Lumentum (LITE) 各自把雷射、modulator、driver 封裝成一顆光引擎，份額目…
- NVIDIA Vera Rubin — 平台與三條 SKU 線
…ck，靠 Co-Packaged Optics (CPO) 取代 copper cable 處理 NVLink。是 NVIDIA 第一個全 CPO 機架平台，2027 H2 才會少量出貨。Coherent、Lumentum、Marvell、Broadcom 是 CPO module 供應商，由 NVIDIA 在 2026-03-02 公告投資 40 億美元保供。 ## 為什麼分三個 SKU 分流是有經濟邏輯的。NVL72 賣給超大型雲服務商與 Tier-1 AI 廠商，量…
- Google TPU v8 / v9 供應鏈拆解（Sunfish / Zebrafish 與第九代展望）
…-04-22 的 Cloud Next 把第八代 TPU 拆成兩顆專用晶片，這是公司歷史上第一次明確把訓練（training）與推論（inference）SKU 分開設計： - **TPU 8t（代號 Sunfish）**：訓練專用，由 Broadcom 操刀設計，2 顆 compute die + 1 顆 I/O chiplet + 8 stacks of 12-high HBM3e [TheNextWeb / Cloud Next 報導, 2026-04-22]。比起第…
- 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源
…纖送進矽光子晶片。這條路線是 NVIDIA 與 TSMC COUPE 平台採用的標準 CPO 主動光源做法，合聖已進入國際大廠最後驗證階段，目標最快 2026 年量產 [udn 矽光龍頭, 2026]。 ## 3. 在 NVIDIA / Broadcom CPO 鏈中的角色 CPO 在 2026 年正式從先進原型進入量產 [Sinotrade 產業熱話, 2026-05]。NVIDIA 的 Spectrum-X Photonics 交換器整合 CPO，2026 H2 上市…
財報 highlight
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q2 | $22.19B | $0 | — | — | 0.0% | — | +47.90% | +14.89% | yahoo-finance2 |
| 2026Q1 | $19.31B | $0 | — | — | 0.0% | — | — | +7.19% | yahoo-finance2 |
| 2025Q4 | $18.02B | $0 | — | — | 0.0% | — | — | +12.93% | yahoo-finance2 |
| 2025Q3 | $15.95B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
法說 / IR events
競爭對手
相關公司
在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。
新聞 timeline
- Broadcom2026-07-17 · en.wikipedia.org
+ 1.4 Foreign investment reviews and change of name to Broadcom Inc. # Broadcom. This article is about the business formerly known as Avago, which was renamed to Broadcom after Avago took over the original Broadcom. For the original Broadcom before the 2016 takeover, see Broadcom Corporation. **Broadcom Inc.** is an American multinational designer, developer, manufacturer, and global supplier of a wide range of semiconductor and infrastructure software products. As of 2025, some 58% of Broadcom's revenue came from its semiconductor-based products and 42% from its infrastructure software products and services.: 40. **Avago Technologies Limited** changed its name to *Broadcom* to acquire Broadcom Corporation in January 2016. The company that would later become Broadcom Inc. was established i
- Broadcom Inc (AVGO) Stock Price & News - Google Finance2026-07-17 · google.com
| *arrow\_upward* *arrow\_upward* Symbols | | | *arrow\_upward* | *arrow\_upward* Change | *arrow\_upward* % Change | *arrow\_upward* Prev Close | *arrow\_upward* | *arrow\_upward* | *arrow\_upward* | *arrow\_upward* | *arrow\_upward* Mkt Cap |. | SX8P Technology | SX8P +0.21% *arrow\_upward* | — | +0.21% *arrow\_upward* | 1,000.27 | +2.09 *arrow\_upward* | +0.21% *arrow\_upward* | 998.18 | 995.79 | 1,001.28 | 983.10 | — | — |. | SXEP Energy | SXEP +1.28% *arrow\_upward* | — | +1.28% *arrow\_upward* | 510.91 | +6.48 *arrow\_upward* | +1.28% *arrow\_upward* | 504.43 | 507.59 | 512.70 | 507.59 | — | — |. | SXFP Financials | SXFP +1.24% *arrow\_upward* | — | 969.16 +1.24% *arrow\_upward* | 969.16 | +11.84 *arrow\_upward* | +1.24% *arrow\_upward* | 957.32 | 952.17 | 969.53 | 948.31 |
- Broadcom Inc (AVGO)2026-07-17 · morningstar.com
# Broadcom Inc AVGO. ### Broadcom: One More Bite at the Apple. Apple and Broadcom have announced a renewed chip supply agreement through 2031. The agreement exceeds $30 billion in chips to Apple and includes wireless products like Broadcom's FBAR filters as well as custom chips, likely for artificial intelligence. Broadcom is best-of-breed in custom AI accelerators, boasting the largest customer in Google and layering new customers in like Anthropic and OpenAI. Broadcom’s chip business bears significant customer concentration, with a small handful of large AI customers driving the bulk of revenue and future growth. What's happening to the AI trade? ### Micron's stock gains, signaling a 'return to optimism' about the chip sector. ### Broadcom unveils a custom chip for OpenAI as it challenge
- Broadcom Inc. (AVGO)2026-07-17 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. 2. Tax brackets and rates. 3. How to get approved. # Broadcom Inc. 394.28 +5.17 (+1.33%). ## News headlines Broadcom (AVGO) is strengthening its position in the tech landscape through strategic partnerships and market growth. A recent deal with Standard Chartered enhances its cloud services, while market reports predict significant growth in observability services that could benefit AVGO's business segments. Broadcom (AVGO) is strengthening its position in the tech landscape through strategic partnerships and market growth. * Earnings Date (est.) Sep 3, 2026. Broadcom Inc. designs, develops, and supplies various semiconductor devices a
- AVGO: Broadcom Inc - Stock Price, Quote and News2026-07-17 · cnbc.com
# Broadcom Inc AVGO:NASDAQ. ## Latest On Broadcom Inc. ## Key Stats. ### RATIOS/PROFITABILITY. ### EVENTS. ## Content From Our Affiliates. ### Related Video. There's upside to $600 for Broadcom, says Infrastructure Capital's Jay Hatfield. ### Profile. #### News Tips. Got a confidential news tip? We want to hear from you. #### CNBC Newsletters. Sign up for free newsletters and get more CNBC delivered to your inbox. Get this delivered to your inbox, and more info about our products and services. #### Advertise With Us. California Consumer Privacy Act (CCPA) Opt-Out Icon. Data is a real-time snapshot \*Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data. Data also provided byReuters logo.