NASDAQ-100 (NDX)

Cross-Company Taxonomy for Custom ASICs — 3 Companies

CompanyQuarterProductProduct Revenue Segment
AMDQ2 FY2026Jun 27, 2026Custom ASICs
Gaming
$779M6.8%↓ 30.6%
AVGOQ3 FY2026Aug 2, 2026Custom ASICs
AI Semiconductor
$16.70B56.4%↑ 221.0%
AVGOQ3 FY2026Aug 2, 2026Custom ASICs
Non-AI Semiconductor
$4.14B?14.0%—
MRVLQ2 FY2027Aug 1, 2026Custom ASICs
Data Center
$2.17B79.3%↑ 45.7%

Product: Key Product · Revenue Segment: Key Earnings Driver Key Operating Metric

Segment Growth: Custom ASICs vs Related Products?

Custom ASICs3 companies · $19.65B segment revenueLed by AVGO (85%) · Key Product at 2 of 3+151.4%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
AVGOKey ProductAI SemiconductorAI SemiconductorQ3 FY2026$16.70B85.0%56.4%+221.0%
MRVLKey ProductData CenterData CenterQ2 FY2027$2.17B11.1%79.3%+45.7%
AMDGamingGamingQ2 FY2026$779M4.0%6.8%−30.6%
Optical Components2 companies · $17.71B segment revenueLed by AVGO (94%)+211.6%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B94.3%56.4%+221.0%
LITETotal RevenueTotal RevenueQ4 FY2026$1.01B5.7%100.0%+109.3%
Optical DSPs2 companies · $19.44B segment revenueLed by AVGO (86%) · Key Product at 1 of 2+169.7%
CompanyRevenue segmentQuarterSegment revenueShare% of companyGrowth
AVGOAI SemiconductorAI SemiconductorQ3 FY2026$16.70B85.9%56.4%+221.0%
MRVLKey ProductData Center, Communications and OtherData Center, Communications and OtherQ2 FY2027$2.74B14.1%100.0%+36.5%

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