| Stage | AVGO | % of rev | NVDA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $29.6B | 100.00% | $96.2B | 100.00% | NVDA ×3.25 |
| Gross profit | $20.5B | 69.13% | $72.1B | 74.98% | NVDA +5.8pp |
| Operating income | $16.0B | 53.92% | $63.7B | 66.24% | NVDA +12.3pp |
| Pre-tax income | $15.3B | 51.62% | $71.5B | 74.32% | NVDA +22.7pp |
| Net income | $13.1B | 44.23% | $59.7B | 62.03% | NVDA +17.8pp |
| Stage | AVGO | NVDA | Gap · A − B |
|---|---|---|---|
| Revenue | $29.6B100.00% | $96.2B100.00% | NVDA ×3.25 |
| Gross profit | 69.13%$20.5B | 74.98%$72.1B | NVDA +5.8pp |
| Operating income | 53.92%$16.0B | 66.24%$63.7B | NVDA +12.3pp |
| Pre-tax income | 51.62%$15.3B | 74.32%$71.5B | NVDA +22.7pp |
| Net income |
| 44.23%$13.1B |
| 62.03%$59.7B |
| NVDA +17.8pp |
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.”
NVDA · 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.”
NVDAFeb 25 '26
“We utilize foundries, such as Taiwan Semiconductor Manufacturing Company Limited, or TSMC, and Samsung Electronics Co., Ltd., or Samsung, to produce our semiconductor wafers.”