[Semiconductor_Fabless] Broadcom : A True Powerhouse in the AI and Network Markets!!

 


[Posting: 2025.04.22]
Global fabless giant Broadcom was acquired by AVAGO in 2015, yet due to its strong brand power, the company changed its name to "Broadcom Inc.", highlighting its dominance in the networking market. In 2024, the company recorded a revenue of $51.5 billion, with 56% coming from semiconductor solutions driven by AI and network switches, and 44% from VMware, which it acquired in 2023 — achieving a balanced portfolio between hardware and software as a major player.

Its key foundry partners include TSMC (for AI XPU and high-performance network chips) and GlobalFoundries (for RF and analog chips). By utilizing silicon photonics processes in its network switches, Broadcom is enabling high-bandwidth data transfer and continues to lead technological innovation in the networking market.


[Semiconductor] Broadcom Inc. Company Analysis (2024) – Revenue, History, Product Lineup, Foundries, VMware Integration, and Salary Overview

Broadcom Inc. is a leading global semiconductor and infrastructure software company known for its dominance in AI chips, network solutions, and enterprise software. In 2024, the company achieved record-breaking performance driven by surging AI demand and the successful integration of VMware. This post provides an SEO-optimized summary of Broadcom’s 2024 revenue, corporate history, product structure, application segments, foundry partnerships, and employee compensation.

✅ Company Overview & History: Integration with AVAGO

YearKey Milestone
1961Originated as HP’s semiconductor division
1999Spun off into Agilent Technologies
2005Became independent as Avago Technologies (backed by KKR & Silver Lake)
2009Listed on NASDAQ (Ticker: AVGO)
2015Acquired Broadcom Corporation for $37 billion
2016Renamed to Broadcom Limited
2018Headquarters relocated to the U.S., renamed Broadcom Inc.
2023Completed acquisition of VMware for $69 billion

🔍 Despite Avago being the acquirer, the brand name “Broadcom” remained due to its global recognition and value.

📊 Broadcom 2024 Performance Summary

  • Total Revenue: $51.57 billion (YoY +44%)

  • AI-related Revenue: $12.2 billion (YoY +220%)

  • Semiconductor Solutions Revenue: $30.1 billion (58% of total)

  • Infrastructure Software Revenue: $21.48 billion (42% of total)

  • Adjusted EBITDA: $31.9 billion

  • Operating Income: $13.46 billion

Source: Broadcom Investor Relations

🧩 Product Composition & Application Areas

1. Semiconductor Solutions

ProductApplication Area
AI XPUAI servers, hyperscale data centers
Ethernet SwitchesCloud networking
Wi-Fi / BluetoothSmartphones, IoT devices
Optical TransceiversHigh-speed telecom equipment
Storage ControllersServers and data storage systems

  • AI Revenue: Over $12.2 billion

  • Demand for AI-centric products is surging, driven by partnerships with NVIDIA and cloud hyperscalers.

2. Infrastructure Software

ProductApplication Area
VMware TanzuCloud-native platform
SymantecEnterprise security solutions
Rally, Clarity, DX OIAIOps, DevOps, project management

  • VMware-related revenue growth: +181%

  • Software segment now accounts for over 40% of Broadcom’s total revenue, thanks to the VMware integration.

🏭 Foundry Partners

Broadcom does not operate its own fabs and relies on outsourced foundry manufacturing.

FoundryRole Description
TSMCAI XPU and high-performance networking chips
GlobalFoundriesRF and analog chips (specialty processes)

  • Uses TSMC’s sub-5nm process nodes

  • Custom-built ASICs for global enterprise and hyperscale clients

📈 Revenue Breakdown by Application Segment

SegmentCore Products2024 Highlights
AI / Data CentersAI XPU, switches, transceivers$12.2B revenue, YoY +220%
Cloud SoftwareVMware portfolio$21.48B revenue from VMware integration
MobileWi-Fi, BT chipsStable profit from smartphone sales
Industrial / PowerPower management chipsRising demand in factory automation
Storage / ServersStorage controllersIncreased cloud storage deployments

💼 Employee Salary Information (U.S. Market)

RoleAverage Total Compensation
Overall Average$322,605
Software Engineer$408,000
Top 10% of Employees$1,156,000+

Source: Levels.fyi – Broadcom Salaries

📌 One-Slide Summary

  • Brand: Broadcom Inc. (NASDAQ: AVGO)

  • Origin: HP → Agilent → Avago → Broadcom integration

  • 2024 Key Drivers: AI boom + VMware integration boosts revenue and profit

  • Foundries: TSMC and GlobalFoundries are core production partners

  • Application Markets: AI, cloud, cybersecurity, mobile, enterprise servers

  • Salary Structure: One of the highest in the tech industry


📌 Broadcom is evolving beyond a traditional semiconductor company to lead the AI and cloud era. With large-scale AI chip orders, strong foundry partnerships like TSMC, and software leadership via VMware, Broadcom is positioned for sustainable growth in the years ahead.

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