Who supplies Broadcom, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Broadcom files 8-Ks, announces contracts, or beats guidance.
18 companies with a disclosed relationship to Broadcom · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Cloud & Neocloud (3) | ||||||||||
| AMZN | Networking and custom silicon | customer | - | - | - | - | - | 2 | 15% exp77 | |
| META | Custom accelerator customer | customer | - | - | - | - | - | 1 | 15% exp77 | |
| MSFT | Networking and custom silicon | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Packaging (2) | ||||||||||
| AMKR | Advanced packaging | supplier | - | - | - | - | - | 45 | 25% exp82 | |
| ASX | Assembly and test | supplier | - | - | - | - | - | 16 | 25% exp82 | |
| Optics & Interconnect (2) | ||||||||||
| LITE | Optical components | partner | - | - | - | - | - | 18 | 15% exp77 | |
| COHR | Optical modules paired with switch silicon | partner | - | - | - | - | - | 7 | 15% exp77 | |
| Networking (2) | ||||||||||
| ANET | Buys merchant switch silicon | customer | - | - | - | - | - | 7 | 15% exp77 | |
| CSCO | Buys merchant switch silicon | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Design Software (2) | ||||||||||
| SNPS | Design software and IP | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| CDNS | Design software and IP | supplier | - | - | - | - | - | 5 | 15% exp77 | |
| Servers & ODM (2) | ||||||||||
| HPE | Server and storage connectivity | customer | - | - | - | - | - | 5 | 32% exp85 | |
| DELL | Server and storage connectivity | customer | - | - | - | - | - | 1 | 32% exp85 | |
| Components (1) | ||||||||||
| AAPL | Wireless and RF content | customer | - | - | - | - | - | 2 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates custom accelerators and switch silicon | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| CPU & IP (1) | ||||||||||
| ARM | CPU IP in custom silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (2) | ||||||||||
| MRVL | Custom silicon and DSPs | competitor | - | - | - | - | - | 79 | 20% exp79 | |
| NVDA | Accelerators and networking | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.