Broadcom's top-5 customers 40% of its revenue. 48% of its revenue from distributor channel. A distributor accounted for 32% of revenue in F25. China 17% of revenue ($7.6B). Apple $7B+ in F25. TSMC manufactured 95% of Broadcom's external wafers. Just $106M purchase commitments for F26. Remains an exception as everyone is fighting for capacity at TSMC.
Source: Sravan Kundojjala
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