- The European Commission has started a formal investigation into how Broadcom is handling VMware access, pricing, and contract terms for infrastructure customers in the EU.
- The U.S. International Trade Commission has launched a separate probe into alleged infringement of Netlist memory chip patents by Broadcom and partners, including Google and Nvidia.
- Both cases focus on core parts of Broadcom’s software and semiconductor businesses used in AI servers.
Broadcom, traded as NasdaqGS:AVGO, is facing these inquiries while its stock trades around $394.28 and has a 1 year return of 41.4%. Over 3 years the stock return is 353.5%, and over 5 years the return is very large, reflecting how closely investors link the company to key chip and infrastructure themes, including AI.
For you as an investor, these investigations raise questions about potential changes to VMware contract economics and possible outcomes from the memory patent dispute. It may be worth tracking how Broadcom updates…
