Broadcom Inc
- Отрасль
- AI Chips
- Биржа
- США
- Страна / Регион
- USA
- Дата IPO
- 6 августа 2009 г.
- Сотрудники
- 33 000
- Сайт
- www.broadcom.com
Сводный диапазон оценки · консервативный $173–$216 / справедливый $263–$355 / оптимистичный $423–$465. При $411.35, Между справедливым и оптимистичным диапазонами.
На момент публикации $481.57 (3 июня 2026 г.)
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, custom touch controllers, and inductive charging ASICS; servers and storage system solutions, such as PCIE switches, SAS & raid products, fibre channel products, and HDD & SSD solutions; broadband solutions, includes set-top box, and broadband access; and industrial. The company also offers a private cloud software portfolio, including the VMware Cloud Foundation, Edge, vSphere foundation, telco cloud platform, private AI, live recovery, application networking and security, application development and data services; mainframe software, such as AIOPS & automation, database & data management, DEVX & DEVOPS, cybersecurity & compliance management, beyond code programs, foundational & open mainframe solutions; cybersecurity, such as endpoint, network, information, application security, and identity & access management; enterprise software; and fc san management. Its products are used in various applications in enterprise and data center networking, including artificial intelligence networking and connectivity, home connectivity, set-top boxes, broadband access, telecommunication equipment, wireless device and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was founded in 1961 and is headquartered in Palo Alto, California.
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История
Broadcom Inc. traces its roots to Hewlett-Packard and Agilent's semiconductor business; a 2005 KKR- and Silver Lake-backed buyout of Agilent's Semiconductor Products Group formed Avago, which listed on Nasdaq in 2009. Hock Tan has been CEO since March 2006. In 2015-2016 Avago acquired Broadcom Corporation for roughly $77 billion in enterprise value, kept the AVGO ticker, and took the Broadcom name, later adding software assets including VMware (completed November 2023). Founded in 1961 and based in Palo Alto, California, it now operates two segments: Semiconductor Solutions and Infrastructure Software.
Положение в отрасли
Broadcom spans semiconductors and infrastructure software: in FY2025 semiconductor solutions generated about 36.858 billion (roughly 58% of revenue) and infrastructure software 27.029 billion (about 42%). Its semiconductor strength is increasingly concentrated in custom AI accelerators (XPUs/ASICs) and AI networking, with FY2025 AI semiconductor revenue of 20.2 billion, up 65% year over year. The company is notably capital-light, with capital expenditure of roughly 1% of revenue. It competes with Nvidia in GPU platforms and most directly with Marvell in custom ASICs and interconnect, with advantages rooted in multi-year customer co-design and high switching costs. One customer accounted for 32% of FY2025 revenue.