Cost of Revenue: Key Insights for Broadcom Inc. and Applied Materials, Inc.

A Decade of Cost Dynamics: Broadcom Inc. vs. Applied Materials, Inc.

In the ever-evolving landscape of the semiconductor industry, understanding cost structures is pivotal. Over the past decade, Broadcom Inc. and Applied Materials, Inc. have showcased intriguing trends in their cost of revenue. From 2014 to 2024, Broadcom's cost of revenue surged by approximately 700%, peaking in 2024. In contrast, Applied Materials experienced a more steady growth, with a 173% increase over the same period.

Key Insights

• Broadcom's Leap: The most significant jump occurred between 2023 and 2024, with a 71% increase, highlighting a strategic shift or market expansion.
• Steady Growth for Applied Materials: Despite fluctuations, Applied Materials maintained a consistent upward trajectory, reflecting stable operational efficiency.

These insights not only reflect the companies' strategic decisions but also mirror broader industry trends, offering a window into the future of semiconductor manufacturing.