2026
- Broadcom Makes Lasers?
Broadcom's InP fab, EMLs at 1.6T, full-stack CPO play, and comparing against Lumentum and Coherent
2025
- Nvidia, AMD, Amkor, Arista @ UBS Tech Conference
XPU vs GPU longevity and replacement cycles. Arista's AI opportunities & Broadcom. Amkor Arizona & TSMC.
- When Broadcom’s Customers Start Buying Chip Startups
Will these acquisitions disintermediate Broadcom?
2024
- ASICs: Custom Chips to Improve Performance
The benefits of ASICs. How custom silicon can make a company's "beer taste better". AI accelerators. The rationale behind Broadcom and Marvell's ASIC design service.
