Broadcom supply chain risk

As of 2026-10-09, Broadcom depends on 74 tracked suppliers headquartered in 13 countries (20 of them in Taiwan). 12 of those suppliers hold a monopoly or leader position in their own segment, led by TSMC, Arm Holdings and InnoLight Technology. Broadcom itself carries a supply-chain criticality score of 81/100, with 235 tracked companies downstream of it.

Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100

Dominant and single-source suppliers

  • TSMC — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • Arm Holdings — leader in Semiconductor IP Licensing, United Kingdom criticality 81/100
  • InnoLight Technology — leader in Photonics & Optics, China criticality 81/100
  • Hon Hai (Foxconn) — leader in Systems & ODM (AI servers), Taiwan criticality 81/100
  • Cadence Design Systems — leader in EDA Software, United States criticality 82/100
  • Synopsys — leader in EDA Software, United States criticality 82/100
  • Win Semiconductors — leader in Pure-Play Foundry, Taiwan criticality 81/100
  • eMemory Technology — leader in Semiconductor IP Licensing, Taiwan criticality 81/100
  • ASE Technology — leader in Outsourced Assembly & Test, Taiwan criticality 81/100
  • IQE — leader in Silicon Wafers, United Kingdom criticality 81/100
  • Samsung Electronics — leader in Integrated Device Manufacturer, South Korea criticality 81/100
  • SK hynix — leader in DRAM, South Korea criticality 81/100

A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.

Suppliers by country

  • Taiwan — 20 suppliers (27%)
  • United States — 19 suppliers (26%)
  • China — 12 suppliers (16%)
  • South Korea — 7 suppliers (9%)
  • United Kingdom — 5 suppliers (7%)
  • Japan — 2 suppliers (3%)
  • Germany — 2 suppliers (3%)
  • Israel — 2 suppliers (3%)
  • Malaysia — 1 supplier (1%)
  • Canada — 1 supplier (1%)
  • Czech Republic — 1 supplier (1%)
  • Spain — 1 supplier (1%)
  • Singapore — 1 supplier (1%)

All 74 tracked suppliers

Downstream exposure

  • Criticality score: 81/100
  • Companies downstream of Broadcom: 235
  • Tracked market cap downstream (priced companies only): $34.23T across 146 priced companies
Frequently asked questions3
How many suppliers does Broadcom have?
wafergraph tracks 74 key suppliers for Broadcom, across 13 countries.
Which of Broadcom's suppliers are single-source risks?
TSMC, Arm Holdings, InnoLight Technology, Hon Hai (Foxconn) and Cadence Design Systems hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Broadcom to replace.
What is Broadcom's supply-chain criticality score?
Broadcom scores 81/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.

Cite as: wafergraph, “Broadcom supply chain risk — 74 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/broadcom (data as of 2026-10-09).

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