companies / NASDAQ
Broadcom
Tomahawk / Jericho CPO switch silicon competitor; named in CPO ecosystem.
近 30 天股價
市值 $1.74T
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% | yahoo-finance2 |
| 2025Q3 | $15.95B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
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 - Wikipedia2026-06-20 · 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
- AVGO - BROADCOM INC | Stock Quotes from Fidelity Investments2026-06-20 · digital.fidelity.com
Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. Broadcom (AVGO) is trading
- AVGO Broadcom Stock Price Today, News, Analysis and ... - Stocktwits2026-06-20 · stocktwits.com
[DIA0.77%](/symbol/DIA)[SPY1.01%](/symbol/SPY)[QQQ1.68%](/symbol/QQQ). [SPY1.01%](/symbol/SPY)[NFLX0.37%](/symbol/NFLX)[GLXY4.68%](/symbol/GLXY)[USO3.93%](/symbol/USO)[AAPL0.40%](/symbol/AAPL)[DJT2.95%](/symbol/DJT)[SPCX3.76%](/symbol/SPCX)[META1.57%](/symbol/META)[QXO2.89%](/symbol/QXO)[SPCL56.56%](/symbol/SPCL). [SPY1.01%](/symbol/SPY)[NFLX0.37%](/symbol/NFLX)[GLXY4.68%](/symbol/GLXY)[USO3.93%](/symbol/USO)[AAPL0.40%](/symbol/AAPL)[DJT2.95%](/symbol/DJT)[SPCX3.76%](/symbol/SPCX)[META1.57%](/symbol/META)[QXO2.89%](/symbol/QXO)[SPCL56.56%](/symbol/SPCL). # AVGOBroadcom Inc. Updated: 09:03 PM EDT. ### Fundamentals. How do you feel about AVGO? ## Latest AVGO News. [Broadcom (AVGO): AI XPV Platform Sharpens Its Role in Custom Compute and Networking Infrastructure. Finance: News](https://finan
- Broadcom Inc (AVGO) Stock Price & News - Google Finance2026-06-20 · google.com
[Sign in](https://accounts.google.com/ServiceLogin?passive=1209600&continue=https://www.google.com/finance/beta/quote/AVGO:NASDAQ&followup=https://www.google.com/finance/beta/quote/AVGO:NASDAQ&ec=GAZA4AU). [Micron or Broadcom: Top RBC Analyst Chooses the Superior AI Stock to Buy](https://www.tipranks.com/news/micron-or-broadcom-top-rbc-analyst-chooses-the-superior-ai-stock-to-buy). [Chip Stocks Slide as Institutions Rotate Out of Tech and Broadcom Hangover Lingers](https://www.asktraders.com/analysis/chip-stocks-slide-as-institutions-rotate-out-of-tech-and-broadcom-hangover-lingers/). [Meet the Super Semiconductor Stock Crushing Nvidia and Broadcom in 2026](https://finance.yahoo.com/markets/stocks/articles/meet-super-semiconductor-stock-crushing-181700937.html). [Down more than 20% from it
- Broadcom: AVGO Stock Price Quote & News - Robinhood2026-06-20 · robinhood.com
](https://www.barrons.com/articles/broadcom-stock-price-jpmorgan-analyst-buy-b076b3d1?mod=bar_RHF)[Benzinga 4h Broadcom's Massive AI Pipeline Secures Multi-Year Growth, Analyst Says Broadcom AI Growth Outlook Remains Intact The brokerage reiterated its Overweight rating on Broadcom and said its latest research indicates Google’s TPU v9 2-n... ![Image 3: Broadcom's Massive AI Pipeline Secures Multi-Year Growth, Analyst Says](https://images.robinhood.com/DiMDTpEjTfZrTYyk7uT6uCqM-hw/aHR0cHM6Ly9jZG4uYmVuemluZ2EuY29tL2Nkbi1jZ2kvaW1hZ2Uvd2lkdGg9MTIwMCxoZWlnaHQ9ODAwLGZpdD1jcm9wL2ZpbGVzL2ltYWdlcy9zdG9y