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.

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.

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.