AVGO

Broadcom · Semiconductor

Geo RiskChina/Taiwan

Why AVGO matters

Makes the chips that move data inside data centers and between devices. Acquired VMware — now also a major enterprise software company.

Semiconductor — Plain English

Semiconductor companies design or manufacture chips — the tiny silicon brains inside every electronic device. They are highly sensitive to US-China relations because most are either made in Taiwan or sold to Chinese companies.

Deeper analysis