Broadcom → Applied Optoelectronics
Yes, wafergraph tracks Broadcom as a supplier of Applied Optoelectronics, as of 2026-10-09. Applied Optoelectronics sources from 3 tracked suppliers in this dataset; Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier.
Data as of 2026-10-09 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Broadcom (leader in Design (Fabless)) is a tracked supplier of Applied Optoelectronics (niche in Distribution & Misc). Networking silicon leader and main designer of hyperscaler custom AI chips. Optical transceiver and component maker. The edge is one of 3 tracked suppliers of Applied Optoelectronics and one of 45 tracked customers of Broadcom.
Source: derived from both company records and the counted edges.
Concentration / risk note
Broadcom is positioned as a leader in Design (Fabless), so this edge is harder to replace than a challenger or niche supplier. Applied Optoelectronics has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.
Basis: supplier position, few suppliers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Broadcom (supplier)
Networking silicon leader and main designer of hyperscaler custom AI chips.
Applied Optoelectronics (customer)
Optical transceiver and component maker.
Other tracked suppliers of Applied Optoelectronics
Other tracked customers of Broadcom
Frequently asked questions2
- How many suppliers does Applied Optoelectronics have?
- The dataset records 3 tracked suppliers for Applied Optoelectronics.
- How many customers does Broadcom have?
- The dataset records 45 tracked customers for Broadcom.
Cite as: wafergraph, “Broadcom → Applied Optoelectronics — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/broadcom/applied_opto/ (data as of 2026-10-09).
Track the chain
What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.
Subscribe to the free weekly briefing →
Free · no login · 615 companies, updated weekly