Cost of Revenue Comparison: Broadcom Inc. vs Micron Technology, Inc.

Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of the semiconductor industry, Broadcom Inc. and Micron Technology, Inc. stand as titans. Over the past decade, these companies have showcased a fascinating trajectory in their cost of revenue. From 2014 to 2024, Broadcom's cost of revenue surged by approximately 700%, reflecting its aggressive expansion and strategic acquisitions. Meanwhile, Micron Technology, with a more stable growth pattern, saw a 78% increase in the same period.

A Decade of Transformation

In 2014, Micron's cost of revenue was nearly five times that of Broadcom. Fast forward to 2024, and the gap has narrowed significantly, with both companies reporting costs nearing $19 billion. This shift underscores Broadcom's rapid scaling and market penetration. As the semiconductor industry continues to grow, these trends highlight the dynamic strategies employed by these industry leaders to maintain their competitive edge.