companies / NASDAQ
Broadcom
Tomahawk / Jericho CPO switch silicon competitor; named in CPO ecosystem.
近 30 天股價
市值 $1.75T
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% |
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
- Broadcom: AVGO Stock Price Quote & News2026-09-04 · robinhood.com
## Stock Snapshot With a market cap of 1.75T, Broadcom(AVGO) trades at $364.23. The stock has a price-to-earnings ratio of 61.54 and currently yields dividends of 0.69%. During the trading session on 2026-09-03, Broadcom(AVGO) shares reached a daily high of $379.59 and a low of $342.23. At a current price of $364.23, the stock is +6.4% higher than the low and still -4.0% under the high. Trading activity shows a volume of 38.87M, compared to an average daily volume of 21.27M. [...] ## About AVGO ### Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. CEO Hock E. Tan CEOHock E. Tan Employees 33,000 Employees33,000
- Broadcom2026-09-04 · en.wikipedia.org
Tan Hock Eng is the company's president "President (corporate title)") and CEO. The company is headquartered in Palo Alto, California. Avago Technologies Limited changed its name to Broadcom to acquire Broadcom Corporation in January 2016. Avago's ticker symbol AVGO now represents the merged entity. The Broadcom Corporation ticker symbol BRCM was retired. Initially the merged entity was known as Broadcom Limited, before assuming the current name in November 2017. [...] [edit] . Avago was the nominal survivor, but the combined company would be named Broadcom Ltd. It would have annual revenue of $15 billion and a market value of $77 billion. Broadcom Corp. strengthened Avago Technologies' patent position significantly in sectors such as mobile, the data center, and the Internet of Things an
- AVGO Broadcom Inc. - Yahoo Finance2026-09-04 · finance.yahoo.com
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. The company operates in two segments: Semiconductor Solutions and Infrastructure Software. The company offers networking connectivity, such as custom silicon solutions, ethernet switching & routing, ethernet NIC controllers, physical layer devices, and fiber optic components; wireless device connectivity, including RF semiconductor devices, connectivity solutions, [...] NasdaqGS - Nasdaq Real Time Price • USD # Broadcom Inc. (AVGO) Is AVGO a buy now? 367.24 -2.44 (-0.66%) At close: September 2 at 4:00:01 PM EDT 360.18 -7.06 (-1.92%) Overnight: 1:41:27 AM EDT This price reflects trading activity during the overnight session on the Blue Ocean ATS, ava