Broadcom's Global Supply Chain
Semiconductors โ Custom AI Silicon & NetworkingBroadcom designs the custom AI accelerators and networking chips that hyperscalers use to build their own AI infrastructure, alongside infrastructure software from its VMware acquisition. It's fabless, leaning entirely on TSMC to build what it designs.
5 companies ยท Last updated
5 companies
Last updated
AVGO ยท NASDAQ
Companies mapped
Listed companies
Risk flags
Who supplies Broadcom?
Broadcom relies on suppliers such as TSMC, and sells to Meta Platforms, Apple and Amazon.com, Inc.. The map below covers all 5 companies in its supply chain, sorted into end customers, manufacturers, materials and equipment, with a live stock ticker for each listed company.
Key suppliers
- TSMC
Key customers
- Meta Platforms
- Apple
- Amazon.com, Inc.
Full interactive supply chain below
Key dependencies & risk
Broadcom's supply chain concentrates 1 dependency in a single company or jurisdiction โ disruption to any of these could ripple through Broadcom's production or sales.
TSMC
This company operates under Chinese jurisdiction or Chinese ownership. Export controls or geopolitical tensions could disrupt supply overnight.
Broadcom's competitors
Marvell Technology
The other half of the custom AI ASIC design duopoly, specializing in optical interconnect for AI clusters.
Qualcomm
Long-running rival in wireless and networking chips; Broadcom attempted a hostile takeover of Qualcomm in 2018.
Broadcom supply chain โ frequently asked questions
- Who supplies Broadcom?
- Broadcom's suppliers include TSMC. The list covers its manufacturers, raw-material providers and equipment makers.
- Where does Broadcom get its materials?
- Broadcom sources raw materials and components from suppliers including TSMC.
- Who are Broadcom's customers?
- Broadcom's customers include Meta Platforms, Apple and Amazon.com, Inc..
- Who are Broadcom's competitors?
- Broadcom's main competitors include Marvell Technology and Qualcomm.
- What are Broadcom's biggest supply chain dependency risks?
- Broadcom's supply chain has 1 flagged dependency: TSMC (materials tier): This company operates under Chinese jurisdiction or Chinese ownership. Export controls or geopolitical tensions could disrupt supply overnight.
- How many companies are in Broadcom's supply chain?
- Make Sure I Know It maps 5 companies in Broadcom's supply chain across four tiers: end customers, manufacturers, materials and equipment suppliers.
Explore related supply chains
Companies in Broadcom's supply chain that we've also mapped โ open their full chains: