Recent #Broadcom news in the semiconductor industry

7 months ago

➀ OpenAI is developing its first inference chip in collaboration with Broadcom and TSMC to support its AI systems;

➁ In addition to NVIDIA chips, OpenAI plans to use AMD chips to meet its growing infrastructure needs;

➂ OpenAI has researched various plans to diversify chip supply and reduce costs, including internal design and manufacturing, but has temporarily abandoned this ambitious plan due to high costs and time requirements;

➃ OpenAI has formed a team of about 20 people led by Richard Ho and Thomas Norrie to develop the chip, aiming to launch the first AI chip in 2026;

➄ OpenAI is exploring other parallel solutions and may introduce more partners in the future;

➅ The development of self-developed chips is part of a broader trend among major tech and AI companies to develop dedicated hardware to meet the unique needs of AI workloads.

AMDBroadcomOpenAITSMC
7 months ago
➀ Meta Minipack3, a key switch from Meta, was showcased at the OCP Summit 2024. It features 64 OSFP ports and uses 800G optics. The switch is designed by Broadcom and manufactured by Celestica, with a target noise level of 78dba. It can provide up to 128-ports of 400GbE and operates at under 2100W, showcasing the efficiency of co-packaged optics solutions. ➁ Meta's Minipack line has been a popular choice for networking infrastructure, with this new version offering significant advancements. ➂ The trend towards 400GbE is evident, with Meta leading the way in deploying such high-speed switches for AI clusters and fast remote storage.
BroadcomMetaNetworkingSwitch
8 months ago

➀ AT&T accuses Broadcom of raising prices by 1050% and attempting to change the VMware contract;

➁ Broadcom refuses to renew the permanent license support service for AT&T unless AT&T agrees to certain conditions;

➂ These conditions would cause AT&T to lose tens of millions of dollars more than the cost of the support service;

➃ The proposed annual growth rate is 1050%, which is not the expected way of doing business with a strategic partner;

➄ Broadcom's acquisition of VMware and the transition from perpetual license to subscription model have been criticized by many users;

➅ Some users report that the renewal cost has increased by 500% and 600%.

BroadcomPrice Increase
8 months ago
➀ AMD's new EPYC 9005 Turin processors deliver exceptional performance with up to 768 threads per server, leveraging new Zen 5/ Zen 5c architecture and 25%+ TDP increase.➁ The processors are set to compete with Intel's server leadership, offering aggressive pricing and a range of SKUs with up to 192 cores.➂ Performance testing highlights the importance of using high-quality SSDs and NICs for optimal performance, with AMD's new platform providing a robust foundation for server environments.
AMDBroadcomEPYCZen 5performanceprocessorserver
8 months ago
➀ The review focuses on the Supermicro MegaDC ARS-211M-NR, an Ampere AmpereOne system with 192 custom Arm cores. It's the first time a second-generation Ampere Arm server is reviewed, showcasing significant evolution in the platform. The server is powered by an AmpereOne processor and features high-end cloud-native Arm server capabilities. ➁ The article provides an overview of the server's external hardware, including drive bays, PCIe connections, and I/O expansion slots. It also discusses the server's internal layout and the AmpereOne processor. ➂ The review highlights the server's capabilities and performance, emphasizing its role in the evolution of the Ampere Arm server platform.
ArmBroadcomKioxiaNVIDIASupermicroserver
8 months ago
➀ Broadcom has announced the general availability of Sian2, its 200Gbps per lane PAM-4 DSP PHY that supports 100Gbps electrical and 200Gbps optical interfaces. Sian2 and Sian DSPs are designed to enable pluggable modules with 200G/lane interfaces for next-generation AI clusters. ➁ The migration from 400G/800G links with 100G/lane optics to 800G/1.6T links with 200G/lane optics is necessary for higher bandwidth, lower power, lower latency, and lower cost. ➂ Sian2 and Sian DSPs are optimized for 800G and 1.6T optical module platforms, doubling the bandwidth with lower power, lower latency, and lower cost per bit to facilitate AI data center scale.
AIBroadcomDSPData centerEthernetInfiniBandsemiconductor
8 months ago
➀ Samsung, SK hynix, and TSMC are set to overtake Intel in revenue in Q3 due to strong performance in data centers and AI. ➁ Intel's revenue projection is between $12.5 billion and $13.5 billion, lower than the expected earnings of TSMC and Nvidia. ➂ Nvidia's sales projection is around $32.5 billion, making it the likely leader in semiconductor sales.
AMDBroadcomIntelNVIDIAQualcommRevenueSK HynixSamsungTSMCsemiconductor
9 months ago
➀ Broadcom is developing silicon photonics technology to significantly increase bandwidth for GPUs and AI accelerators. ➁ By using co-packaged optics (CPOs), Broadcom aims to integrate optical components directly into GPUs, enhancing data rates and reducing power consumption. ➂ The company's 'optical engine' delivers a 1.6 TB/sec interconnect bandwidth, promising error-free data transfer comparable to Nvidia's NVLink.
BroadcomGPUOptical Connectivity
9 months ago
➀ Broadcom showcased an AI compute ASIC with optical attach at Hot Chips 2024, highlighting its use of co-packaged optics and silicon photonics. ➁ The company discussed the challenges of electrical I/O reach through PCB and the benefits of using silicon photonics for optical modules. ➂ Broadcom's Tomahawk 5 Bailly, a 51.2T Ethernet switch, demonstrates the integration of co-packaged optics and improved packaging techniques.
AI Compute ASICBroadcomOptical Attach