| Stage | AVGO | % of rev | AMD | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $29.6B | 100.00% | $11.5B | 100.00% | AVGO ×2.57 |
| Gross profit | $20.5B | 69.13% | $6.2B | 53.77% | AVGO +15.4pp |
| Operating income | $16.0B | 53.92% | $2.0B | 17.25% | AVGO +36.7pp |
| Pre-tax income | $15.3B | 51.62% | $2.6B | 22.11% | AVGO +29.5pp |
| Net income | $13.1B | 44.23% | $2.3B | 19.91% | AVGO +24.3pp |
| Stage | AVGO | AMD | Gap · A − B |
|---|---|---|---|
| Revenue | $29.6B100.00% | $11.5B100.00% | AVGO ×2.57 |
| Gross profit | 69.13%$20.5B | 53.77%$6.2B | AVGO +15.4pp |
| Operating income | 53.92%$16.0B | 17.25%$2.0B | AVGO +36.7pp |
| Pre-tax income | 51.62%$15.3B | 22.11%$2.6B | AVGO +29.5pp |
| Net income |
| 44.23%$13.1B |
| 19.91%$2.3B |
| AVGO +24.3pp |
AVGO · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
AMD · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
AVGO · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
AMD · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
AVGO 10-KDec 20 '24
“TSMC, one of our CMs, manufactured approximately 95% of the wafers manufactured by our CMs during fiscal year 2024.”
AMD 10-KFeb 4 '26
“We rely on Taiwan Semiconductor Manufacturing Company Limited (TSMC) for the production of all wafers for microprocessor and GPU products at 7 nanometer (nm) or smaller nodes, and we rely primarily on GLOBALFOUNDRIES Inc. (GF) for wafers for microprocessor and GPU products manufactured at process nodes larger than 7 nm.”