Who Broadcom buys from and sells to
Designs custom AI accelerators, Ethernet switch silicon and wireless chips, plus VMware infrastructure software.
Part of AI Capex spending
Buys from 4
Sells to 5
Where the chain could break
- A distributor took 42% of revenue in the quarter to May 2026 (10-Q)
- Top five end customers ~40% of revenue; Google's TPU is the largest single program
- Custom XPUs and Tomahawk switches all come from TSMC in Taiwan
Competes with
- NVIDIANVDAmerchant GPUs and Spectrum-X against custom silicon
- MarvellMRVLcustom ASICs for the same hyperscalers
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.