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比較方案

companies / NASDAQ

Broadcom

AVGONASDAQ· USwww.broadcom.com

Tomahawk / Jericho CPO switch silicon competitor; named in CPO ecosystem.

近 30 天股價

$385.57+3.62%
價格警報

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · NVL576 Ultra1 row
  • secondaryCPO NVSwitch (silicon photonics)· 99%
Google Tensor Processing Unit · TPU v7p Ironwood1 row
  • design_ownerGPU compute die· 99%
Google Tensor Processing Unit · TPU 8t (Sunfish, training)2 row
  • design_ownerGPU compute die· 99%
  • design_ownerICI / scale-up fabric· 99%
Google Tensor Processing Unit · TPU v9 (Humufish, roadmap)1 row
  • design_partnerCompute die (TBD)· 99%

題材歸屬

  • CPO 題材 — 共封裝光學從敘事到出貨hotSecondary

    Tomahawk / Jericho CPO switch silicon 競爭者,被 NVIDIA 名列 CPO ecosystem

財報 highlight

期別Revenue (USD)EPS毛利率YoYSource
2026Q2$22.19B—76.3%+47.90%yahoo-finance2
2026Q1$19.31B———yahoo-finance2
2025Q4$18.02B———yahoo-finance2
2025Q3$15.95B———yahoo-finance2

競爭對手

尚未有競爭對手資料。

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。

  • 台積電2330.TW
  • 聯發科2454.TW
  • Alphabet (Google)GOOG
  • CoherentCOHR
  • LumentumLITE
  • Marvell TechnologyMRVL
  • 光聖科技6442.TWO

新聞 timeline

  • Broadcom - Wikipedia
    2026-06-12 · en.wikipedia.org

    # Broadcom. | Formerly | * HP Associates (1961‍–‍1999) * Agilent Semiconductor Products Group (1999‍–‍2005) * Avago Technologies (2005‍–‍2016) * Broadcom Limited (2016‍–‍2018) |. **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. In May 2022, Broadcom announced an agreement to acquire VMware in a cash-and-stock transaction valued at $69 billion. The company that would later become Broadcom Inc. was establishe

  • Broadcom Inc. (AVGO) Stock Price, News, Quote & History - Yahoo Finance
    2026-06-12 · finance.yahoo.com

    1. [My Portfolio](https://finance.yahoo.com/portfolios/). [Latest](https://finance.yahoo.com/topic/latest-news/). 4. [Stock market](https://finance.yahoo.com/topic/stock-market-news/). 6. [Crypto](https://finance.yahoo.com/markets/crypto/). 2. [Earnings](https://finance.yahoo.com/topic/earnings/). 3. [Housing](https://finance.yahoo.com/topic/housing-market/). [Stocks](https://finance.yahoo.com/markets/stocks/). 1. [Most active](https://finance.yahoo.com/markets/stocks/most-active/). 2. [Day gainers](https://finance.yahoo.com/markets/stocks/gainers/). 3. [Day losers](https://finance.yahoo.com/markets/stocks/losers/). 4. [Trending](https://finance.yahoo.com/markets/stocks/trending/). 5. [Highest dividend](https://finance.yahoo.com/markets/stocks/highest-dividend/). 7. [Large cap](https://fin

  • Broadcom (AVGO) — Buy and sell stocks commission-free on Robinhood
    2026-06-12 · robinhood.com

    Here Are 3 Reasons the Sell-Off Could Be a Buying Opportunity.](https://images.robinhood.com/2z6MMfZP_yn2Xqh-EagD7BJjoXA/aHR0cHM6Ly93d3cubmFzZGFxLmNvbS9zaXRlcy9hY3F1aWEucHJvZC9maWxlcy8yMDE5LTA1LzA5MDItUTE5JTIwVG90YWwlMjBNYXJrZXRzJTIwcGhvdG9zJTIwYW5kJTIwZ2lmX0NDOC5qcGc)](https://www.nasdaq.com/articles/better-artificial-intelligence-ai-stock-marvell-technology-vs-broadcom)[Nasdaq 15h Broadcom's Post-Earnings Dip Is a Compelling Buying Opportunity Key Points Broadcom delivered superb revenue growth in its most recent quarter, especially from its AI segment. Here Are 3 Reasons the Sell-Off Could Be a Buying Opportunity.](https://images.robinhood.com/2z6MMfZP_yn2Xqh-EagD7BJjoXA/aHR0cHM6Ly93d3cubmFzZGFxLmNvbS9zaXRlcy9hY3F1aWEucHJvZC9maWxlcy8yMDE5LTA1LzA5MDItUTE5JTIwVG90YWwlMjBNYXJrZXRzJTIwcGhvd

  • Broadcom Inc (AVGO) Stock Price & News - Google Finance
    2026-06-12 · google.com

    * Explosive AI Semiconductor Revenue Growth:Broadcom reported 143% year-over-year growth in AI semiconductor revenue, reaching $10.8 billion in Q2. In our fiscal Q2 2026, total revenue reached a record $22.2 billion, up 48% year-on-year, above our guidance on strength in AI semiconductors. Consistent with this trend, in Q3, we expect AI semiconductor revenue to accelerate to $16 billion, up over 200% year-on-year. Within this, we expect Q3 AI semiconductor revenue of $16 billion, up over 200% year-on-year. [Broadcom Q2 Earnings Surpasses Estimates, Revenues Surge Y/Y ![Image 18: uk.finance.yahoo.com](https://encrypted-tbn1.gstatic.com/faviconV2?url=https://uk.finance.yahoo.com&client=FINANCE_HUB&size=32&type=FAVICON&fallback_opts=TYPE,SIZE,URL) uk.finance.yahoo.com](https://uk.finance.ya

  • AVGO Stock Price Quote | Morningstar
    2026-06-12 · morningstar.com

    * [Stocks](https://www.morningstar.com/stocks). * [Stocks](https://www.morningstar.com/stocks). * [All Products and Services](https://www.morningstar.com/business). 2. [Stocks](https://www.morningstar.com/stocks). * [Summary](https://www.morningstar.com/stocks/xnas/avgo/quote). * [Chart](https://www.morningstar.com/stocks/xnas/avgo/chart). * [News](https://www.morningstar.com/stocks/xnas/avgo/news). * [Price vs Fair Value](https://www.morningstar.com/stocks/xnas/avgo/price-fair-value). * [Sustainability](https://www.morningstar.com/stocks/xnas/avgo/sustainability). * [Trailing Returns](https://www.morningstar.com/stocks/xnas/avgo/trailing-returns). * [Key Metrics](https://www.morningstar.com/stocks/xnas/avgo/key-metrics). * [Financials](https://www.morningstar.com/s

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