Broadcom Inc. (AVGO) Competitors & Peers
The 5 largest companies in the same industry as Broadcom Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Competitor | $219.70 | P/E 27.7RSI 52Cap 5.31 T |
| TSM | Supplier | $430.28 | P/E 32.0RSI 55Cap 2.23 T |
| MU | Peer | $998.54 | P/E 22.4RSI 56Cap 1.12 T |
| AMD | Peer | $546.20 | P/E 138.6RSI 62Cap 886.9 B |
| INTC | Peer | $107.12 | RSI 59Cap 564.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- AMKRSupplier
Amkor provides assembly and test services for Broadcom (AVGO FY25 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - ASESupplier
ASE provides assembly and test services for Broadcom (AVGO FY25 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - FXCNYSupplier
Foxconn Technology Group provides assembly and test services for Broadcom (AVGO FY25 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAPLCustomer
Apple is Broadcom's largest customer, historically representing ~20-25% of Broadcom's net revenues.
Confirmed — SEC filing / public disclosuresec.gov ↗ - TSMManufacturer
TSMC serves as the primary external wafer foundry fabricating Broadcom's custom logic and communications chips.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SPILSupplier
SPIL (part of ASE Group) provides assembly and test services for Broadcom (AVGO FY25 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - AAPLSupplier
Broadcom's largest single customer (32% of FY25 net revenue in semi segment) is widely understood to be Apple, supplying FBAR + wireless RF + Touch ID/wireless charging components.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- TSMSupplier
TSMC fabricates Broadcom networking + custom AI XPU silicon (per AVGO 10-K).
Model-inferred, unverified — treat as a lead, not evidence - AAPLSupplier
Apple sources FBAR + WiFi/BT + Touch ID + wireless charging components from Broadcom (largest Broadcom customer at 32% of FY25 revenue).
Model-inferred, unverified — treat as a lead, not evidence - ANETSupplier
Broadcom supplies Tomahawk, Jericho, and Trident switch silicon underlying Arista's switching platform.
Model-inferred, unverified — treat as a lead, not evidence - TSEMCustomer
Tower manufactures specialized RF filters and transceivers for Broadcom.
Model-inferred, unverified — treat as a lead, not evidence - ARMLicensor
Broadcom licenses Arm CPU core IP to integrate into its high-end networking, storage, custom ASICs, and optical communication chips.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Broadcom supplies host bus adapters, RAID storage controllers (PERC), and high-speed network interfaces for Dell enterprise server platforms.
Model-inferred, unverified — treat as a lead, not evidence - CSCOCompetitor
Broadcom's Tomahawk and Jericho switch/routing silicon directly compete with Cisco's custom merchant silicon architecture, Cisco Silicon One.
Model-inferred, unverified — treat as a lead, not evidence - OPENAISupplier
OpenAI signed custom AI accelerator deal with Broadcom Oct 2025.
Model-inferred, unverified — treat as a lead, not evidence - OPENAISupplier
OpenAI signed Broadcom custom AI accelerator deal Oct 2025.
Model-inferred, unverified — treat as a lead, not evidence - QRVOCompetitor
Competes in high-performance RF front-end filters and modules bids for premium mobile devices.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Broadcom co-designs + fabricates Google TPU silicon.
Model-inferred, unverified — treat as a lead, not evidence - GOOGSupplier
Broadcom co-designs and fabricates Google's TPU custom AI accelerators.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Broadcom co-designs and supplies Google's TPU custom AI accelerator silicon — a key driver of AI-XPU revenue growth in FY25.
Model-inferred, unverified — treat as a lead, not evidence - METASupplier
Broadcom co-designs Meta MTIA training/inference accelerator.
Model-inferred, unverified — treat as a lead, not evidence - AXTICustomer
Broadcom incorporates high-speed lasers grown on AXT's InP substrates into its switches, transceivers, and co-packaged optics solutions.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLCompetitor
Broadcom + Marvell compete for Google custom-silicon partnerships.
Model-inferred, unverified — treat as a lead, not evidence - AMKRManufacturer
Amkor packages Broadcom networking, custom AI accelerator, and wireless SoCs.
Model-inferred, unverified — treat as a lead, not evidence - NVDACompetitor
NVIDIA GPU vs hyperscaler custom XPU (TPU/MTIA/AWS) co-designed by Broadcom.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Broadcom Tomahawk silicon underpins Azure fabric.
Model-inferred, unverified — treat as a lead, not evidence - ANTHROPICSupplier
Anthropic-via-AWS uses Broadcom Tomahawk in fabric + custom Trainium silicon co-designed by Broadcom-Marvell.
Model-inferred, unverified — treat as a lead, not evidence