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Pickle Power

10/08/25 3:26 PM

#224087 RE: Pro_v12001 #224086

"They" are desperately trying to keep LWLG under $5. When the dam burst, and it will, all h$ll is going to break loose.
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rikkie

10/08/25 3:37 PM

#224089 RE: Pro_v12001 #224086

Anyone who doesn't understand this yet is hopelessly lost !!
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Fruno

10/08/25 4:24 PM

#224098 RE: Pro_v12001 #224086

Hmmm. At about the 15:55 mark in the update call, Yves gave this example of one of the development programs:

"Another program that we have is a technical program launched with a Tier 1 company in the AI connectivity space to integrate our polymers into a CPO configuration at 400Gb/sec per lane. This is at an early stage but will likely require some specific tuning of the EOP materials and a fairly stringent reliability qualification campaign. It will also include specific assembly and packaging process development jointly with our customer and their manufacturing partner in order to enable a much tighter integration of the PICs, the photonic chips, with the electrical IC."

Sounds pretty similar to what Broadcom is talking about in the first video.
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theroc66

10/08/25 5:13 PM

#224103 RE: Pro_v12001 #224086

Great find Pro!
Broadcom has introduced the Tomahawk6 Davisson CPO Switch earlier at OFC25, which is based on 200G/L, but they are working (ie OFC 2026 introduction?) on the 400G/L successor...
Video Key Takeaways Include:

🔹Groundbreaking bandwidth and efficiency: The TH6-Davisson delivers 102.4 Tbps bandwidth, doubling the capacity of any current CPO switch, while significantly reducing power consumption and improving network stability.

🔹Industry-first integration and performance: The platform directly integrates optical engines with the switch package, offering a 70% reduction in optical interconnect power usage and higher model FLOPs utilization for demanding AI and cloud clusters.

🔹Broadcom’s evolving CPO approach: Designed for seamless interoperability, TH6-Davisson connects with DR-based and NPO/CPO optical interconnects at 200 Gbps per channel, supporting frictionless connectivity for advanced NICs, XPUs, and fabric switches.

🔹Generational advancement and future roadmap: Building on a foundation of innovation across three generations, Broadcom is progressing to a fourth-generation solution targeting 400 Gbps per-channel bandwidth, enhanced efficiency, and sustainability for hyperscale data centers.

Great video, Thanks!
GLTAL
AR.
Bullish
Bullish