⬆ UPSTREAM — SUPPLIERS14
TSMC
World's largest contract chip manufacturer
Intel Foundry
US-based foundry ramping Intel 18A and 3nm nodes
Arm Holdings
Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set
GlobalFoundries
US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications
UMC
Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips
Samsung Foundry
Second-largest advanced foundry, competing at 3nm
Cadence
Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022
Synopsys
Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities
ASE Technology
World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm
Amkor Technology
Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips
Ibiden
Dominant supplier of IC substrates for advanced packages
SK Hynix
Leading HBM3/HBM3E supplier for AI accelerators
Samsung Memory
World's largest DRAM and NAND supplier, ramping HBM3
Micron
Only US-based DRAM and HBM maker
Broadcom
Custom ASIC and networking chip designer for hyperscalers
⬇ DOWNSTREAM — CUSTOMERS4
Google Cloud
Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters
Meta
One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer
Arista Networks
#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs
Cisco Systems
#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments
UPSTREAM — SUPPLIERS
TSMC
World's largest contract chip manufacturer
Intel Foundry
US-based foundry ramping Intel 18A and 3nm nodes
Arm Holdings
Dominant CPU/NPU IP licensor; virtually all AI chips in mobile, edge, and cloud use Arm instruction set
GlobalFoundries
US-headquartered mature-node foundry (14nm/22FDX) specializing in RF, defense, and automotive chips; key Western alternative to TSMC for non-advanced applications
UMC
Taiwan-based mature-node foundry (28nm–40nm) with ~6% global revenue share; key supplier for analog, mixed-signal, and display driver chips
Samsung Foundry
Second-largest advanced foundry, competing at 3nm
Cadence
Leading EDA software provider; IC design tools (Virtuoso, Genus, Innovus) used by every advanced chip designer; US export-controlled to Chinese entities since 2022
Synopsys
Largest EDA software provider; IC design and verification tools (Design Compiler, PrimeTime, VCS) essential for all advanced chip tapeouts; US export-controlled to Chinese entities
ASE Technology
World's largest OSAT; packages AI chip dies from TSMC and Samsung for NVIDIA, AMD, Apple, and Qualcomm
Amkor Technology
Second-largest OSAT; packages dies for NVIDIA, Qualcomm, Apple, and Broadcom; operates advanced 2.5D/3D packaging for AI chips
Ibiden
Dominant supplier of IC substrates for advanced packages
SK Hynix
Leading HBM3/HBM3E supplier for AI accelerators
Samsung Memory
World's largest DRAM and NAND supplier, ramping HBM3
Micron
Only US-based DRAM and HBM maker
↓ all supply to Broadcom ↓
Broadcom
Custom ASIC and networking chip designer for hyperscalers
↓ Broadcom supplies to ↓
Google Cloud
Hyperscaler deploying custom TPU AI accelerators (v5e via Broadcom/TSMC) alongside NVIDIA A3 GPU clusters
Meta
One of the world's largest GPU buyers; designing MTIA v2 custom AI accelerator via TSMC; largest open-source AI model deployer
Arista Networks
#1 cloud-scale Ethernet switch vendor; powers AI training cluster networking at AWS, Google, Meta, and Microsoft using Broadcom Tomahawk ASICs
Cisco Systems
#2 data center networking vendor; Nexus 9000 series and proprietary Silicon One ASIC (TSMC-fabbed) serve enterprise AI and telco cloud deployments
DOWNSTREAM — CUSTOMERS
QWhat is Broadcom's role in the AI chip supply chain?
Custom ASIC and networking chip designer for hyperscalers
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