➀ Broadcom launched the Tomahawk 6 series switch ASICs, supporting 102.4Tbps bandwidth and up to 64 ports of 1.6TbE, marking the transition to terabit Ethernet;

➁ The chips enable both scale-up configurations (e.g., connecting HBM4 memory across 512 XPUs) and scale-out architectures for AI clusters, reducing network tiers and latency;

➂ Features like Global Load Balancing 2.0, Cognitive Routing, and enhanced telemetry optimize data flow and cost efficiency, positioning Broadcom as a key player amid competition with NVIDIA in AI infrastructure.

➀ TSMC has proposed a joint venture with US chip designers like NVIDIA and AMD to operate Intel's semiconductor fabs, with TSMC holding no more than a 50% stake.

➁ The talks are in early stages, following President Trump's push to revitalize the US semiconductor industry.

➂ TSMC would run the operations of Intel Foundry, but wouldn't own more than 50%.

➀ Broadcom's deal with ByteDance for a custom AI accelerator chip has been canceled.

➁ The cancellation is due to tightened US semiconductor restrictions on China.

➂ Broadcom could face losses of $2B to $3B from the TikTok ban.

➀ Samtec showcased its Si-Fly® HD 224 Gbps PAM4 interconnect technology at DesignCon, collaborating with Broadcom.

➁ The demo featured Broadcom’s 200 Gbps SerDes technology and Samtec’s high-speed cable systems.

➂ The collaboration aims to enhance system performance and open new horizons in multi-channel SerDes technology.

➀ TSMC and Intel are reportedly still working on a potential joint venture to run Intel's manufacturing capacity;

➁ The joint venture would involve leading American fabless chip designers such as AMD, Broadcom, Nvidia, and Qualcomm;

➂ The initiative is in response to a request from President Trump's administration to strengthen Intel and ensure continued American control.

➀ TSMC is in talks with Intel, Nvidia, Broadcom, Qualcomm, and AMD about a joint venture to acquire Intel Foundry;

➁ TSMC plans to take a stake of no more than 50% in Intel Foundry to maintain US ownership, as required by the White House;

➂ The deal requires approval from the White House.

➀ Broadcom and TSMC are considering a deal with Intel to split the company, with Broadcom interested in Intel's chip design business and TSMC focusing on Intel's factories.

➁ Broadcom has been closely monitoring Intel's chip design and marketing business and has held informal discussions with advisors, but this could only happen if a partner is found for Intel's manufacturing business.

➂ The potential transactions, which were unimaginable before Intel's recent troubles, could result in the disintegration of Intel.

➀ OpenAI plans to tape-out its first chip on TSMC's 3nm process later this year;

➁ The chip is designed for both training and inference and is being developed by an in-house team;

➂ The objective is to reduce dependency on Nvidia's processors, which are expensive and in high demand.

➀ Broadcom has developed a device that encrypts data as it moves between servers and storage, responding to government requirements for post-quantum cryptographic encryption algorithms and zero trust architecture.

➁ The Emulex Secure Fibre Channel Host Bus Adapter (HBA) offers several advantages over application-based encryption, including preserving storage array services, enabling real-time ransomware detection, and having no encryption performance penalty.

➂ The device supports various security standards and is available in different port configurations. It can run on existing Fibre Channel infrastructure and provides simple session-based key management.

➀ Samsung and SK Hynix are competing to supply HBM4 to Broadcom, a rising competitor against NVIDIA.

➁ SK Hynix has received a request from Broadcom for a large supply of custom HBM4.

➂ Samsung is also in discussions with Broadcom about supplying HBM4.

➀ Broadcom, with decades of experience in communication chips, is making a significant shift towards AI, with AI-related revenue accounting for 41% of its semiconductor business.

➁ Broadcom focuses on customized AI accelerators (XPUs) and related network connection technologies, avoiding direct competition with NVIDIA in the general AI acceleration chip market.

➂ Broadcom's XPU platform covers a full range of solutions from AI design process, AI IP, to SoC packaging, enabling rapid response to customer needs.

➀ China currently lacks a company that can fully match Broadcom in the AI chip ASIC field;

➁ Broadcom, as a global leader in semiconductor and infrastructure software solutions, has made significant achievements in AI;

➂ Baidu, Apple, and AMD have grown through self-developed technology, while Broadcom has focused on acquisition to become a tech giant.

➀ Broadcom's stock surged 24.43% on the last trading day of the US stock market, reaching a market capitalization of 1.05 trillion US dollars;

➁ Broadcom's success is attributed to its aggressive acquisition strategy and cost control under CEO Hock Tan;

➂ Broadcom's focus on AI ASIC and its potential to disrupt the GPU market through custom chips and network technologies.