MELANY's data-driven read on Broadcom Inc. · Semiconductors & Related Devices.
Broadcom is one of the world's largest semiconductor companies and has also moved into infrastructure software. Its chips mainly serve computing and networking, with custom AI accelerators now the bulk of the business. Largely a fabless designer, it keeps some manufacturing in-house, such as the film bulk acoustic resonator filters sold into the Apple iPhone. Its software unit sells virtualization, infrastructure, and security products to large enterprises, financial institutions, and governments.
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