Broadcom launched its third-generation 200G/lane co-packaged optics technology, enhancing AI infrastructure with industry partnerships and ecosystem growth.
Quiver AI Summary
Broadcom Inc. has announced the launch of its third-generation 200G per lane co-packaged optics (CPO) product line, marking a significant advancement in CPO technology. The company also emphasized the success of its second-generation 100G/lane CPO products, showcasing notable enhancements in manufacturing processes and ecosystem partnerships aimed at supporting AI applications. Broadcom's leadership in CPO began in 2021 with the introduction of innovative chipsets, and the company is now committed to further advancing its technology, including plans for a fourth-generation 400G/lane solution. Collaborations with key industry partners have led to milestones in the development of essential components and systems, reinforcing Broadcom's commitment to providing high-performance, energy-efficient optical interconnects for next-generation data centers and AI workloads. The announcements underline Broadcom's strategy to develop a comprehensive ecosystem to meet the growing demands of AI-driven networking solutions.
Potential Positives
- Broadcom launched its third-generation 200G/lane co-packaged optics (CPO) product line, marking a significant technological advancement in high-bandwidth optical interconnects.
- The company demonstrated the maturity of its second-generation 100G/lane CPO products, showcasing key improvements and solidifying its leadership position in the CPO market.
- A growing number of partnerships with major industry players, such as Corning and Delta Electronics, highlights Broadcom's ecosystem readiness and collaborative efforts to drive innovation in AI-enabled data centers.
- Broadcom's commitment to next-generation CPO solutions, including plans for a fourth-generation 400G/lane product, emphasizes its focus on leading the market in power efficiency and scalability for AI applications.
Potential Negatives
- While the press release highlights advancements in CPO technology, it may imply a risk of over-promising capabilities that have yet to be fully validated in real-world applications for large-scale AI deployments.
- The heavy emphasis on third-generation products may divert attention from potential issues with the production and reliability of earlier generations, particularly if customers experience performance problems.
- The announcement does not provide concrete data or metrics regarding the commercial success or customer acceptance of the new CPO solutions, raising questions about market readiness and adoption rates.
FAQ
What is Broadcom's latest CPO technology announcement?
Broadcom announced the launch of its third-generation 200G per lane CPO product line, enhancing their co-packaged optics technology.
How does Broadcom's CPO technology support AI applications?
The CPO technology enables scalability for large AI deployments by delivering high bandwidth and low power optical interconnects.
What improvements were highlighted in Broadcom's second-generation CPO products?
Improvements include enhancements in OSAT processes, thermal designs, handling procedures, fiber routing, and overall yield.
What partnerships has Broadcom formed to enhance its CPO ecosystem?
Key partners include Corning, Delta Electronics, Foxconn, Micas Networks, and Twinstar Technologies, focusing on advanced optical solutions.
What are the future plans for Broadcom's CPO technology?
Broadcom plans to develop a fourth-generation 400G per lane solution while optimizing CPO integration with industry partners.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$AVGO Congressional Stock Trading
Members of Congress have traded $AVGO stock 28 times in the past 6 months. Of those trades, 13 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by members of Congress over the last 6 months:
- REPRESENTATIVE BRUCE WESTERMAN has traded it 3 times. They made 1 purchase worth up to $15,000 on 03/03 and 2 sales worth up to $30,000 on 04/21, 03/20.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 2 purchases worth up to $300,000 on 03/13, 02/24 and 1 sale worth up to $250,000 on 04/17.
- REPRESENTATIVE KELLY MORRISON has traded it 4 times. They made 4 purchases worth up to $95,000 on 04/11, 03/21 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 04/08.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 4 times. They made 0 purchases and 4 sales worth up to $60,000 on 04/03, 03/31, 03/11, 01/28.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/20 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 4 times. They made 1 purchase worth up to $15,000 on 02/06 and 3 sales worth up to $45,000 on 03/19, 01/29, 01/28.
- REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 0 purchases and 3 sales worth up to $80,000 on 03/11, 03/10.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 01/30.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 01/15.
- REPRESENTATIVE JAMES COMER purchased up to $15,000 on 01/02.
- SENATOR SHELLEY MOORE CAPITO purchased up to $15,000 on 12/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$AVGO Insider Trading Activity
$AVGO insiders have traded $AVGO stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months:
- HENRY SAMUELI has made 0 purchases and 11 sales selling 663,976 shares for an estimated $120,576,862.
- MARK DAVID BRAZEAL (Chief Legal & Corp Affairs Ofc) has made 0 purchases and 3 sales selling 75,168 shares for an estimated $15,155,436.
- CHECK KIAN LOW sold 48,000 shares for an estimated $11,296,800
- HOCK E TAN (President and CEO) sold 45,000 shares for an estimated $10,798,200
- CHARLIE B KAWWAS (President, Semi Solutions Grp) sold 40,000 shares for an estimated $9,279,200
- DIANE M BRYANT sold 15,000 shares for an estimated $3,400,200
- KIRSTEN M. SPEARS (CFO & Chief Accounting Officer) sold 12,570 shares for an estimated $2,886,323
- HARRY L. YOU sold 6,540 shares for an estimated $1,569,626
- EDDY W HARTENSTEIN sold 4,000 shares for an estimated $918,548
- JUSTINE PAGE sold 800 shares for an estimated $148,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$AVGO Hedge Fund Activity
We have seen 1,905 institutional investors add shares of $AVGO stock to their portfolio, and 1,781 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 41,868,805 shares (-21.3%) from their portfolio in Q1 2025, for an estimated $7,010,094,021
- CAPITAL INTERNATIONAL INVESTORS removed 24,968,724 shares (-13.2%) from their portfolio in Q1 2025, for an estimated $4,180,513,459
- PRICE T ROWE ASSOCIATES INC /MD/ added 17,985,046 shares (+37.8%) to their portfolio in Q1 2025, for an estimated $3,011,236,251
- NORGES BANK added 14,996,908 shares (+25.9%) to their portfolio in Q4 2024, for an estimated $3,476,883,150
- LEGAL & GENERAL GROUP PLC removed 12,472,515 shares (-27.5%) from their portfolio in Q4 2024, for an estimated $2,891,627,877
- WELLINGTON MANAGEMENT GROUP LLP added 12,458,783 shares (+26.8%) to their portfolio in Q1 2025, for an estimated $2,085,974,037
- JPMORGAN CHASE & CO added 12,066,652 shares (+15.2%) to their portfolio in Q1 2025, for an estimated $2,020,319,544
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$AVGO Analyst Ratings
Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 04/22/2025
- Daiwa issued a "Buy" rating on 04/02/2025
- Morgan Stanley issued a "Overweight" rating on 03/07/2025
- KeyBanc issued a "Overweight" rating on 03/07/2025
- CICC issued a "Outperform" rating on 12/16/2024
To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page.
$AVGO Price Targets
Multiple analysts have issued price targets for $AVGO recently. We have seen 5 analysts offer price targets for $AVGO in the last 6 months, with a median target of $250.0.
Here are some recent targets:
- Tom O'Malley from Barclays set a target price of $215.0 on 04/22/2025
- Louis Miscioscia from Daiwa set a target price of $225.0 on 04/02/2025
- An analyst from Truist Financial set a target price of $267.0 on 03/07/2025
- An analyst from Mizuho Securities set a target price of $250.0 on 03/07/2025
- Joseph Moore from Morgan Stanley set a target price of $265.0 on 12/20/2024
Full Release
PALO ALTO, Calif., May 15, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced significant advancements in its co-packaged optics (CPO) technology with the launch of its third-generation 200G per lane (200G/lane) CPO product line. In addition to the 200G/lane breakthrough, Broadcom demonstrated the maturity of its second-generation 100G/lane CPO products and ecosystem, highlighting key improvements in OSAT processes, thermal designs, handling procedures, fiber routing, and overall yield. A growing list of publicly-announced industry partners further underscores Broadcom's CPO platform readiness, enabling AI scale-out and scale-up applications for large AI deployments.
Broadcom’s Legacy in CPO
Broadcom’s leadership in CPO began in 2021 with its first-generation Tomahawk 4-Humboldt chipset, enabling an early learning cycle across the entire CPO supply chain, well ahead of the industry. This pioneering chipset introduced key innovations, including high-density integrated optical engines, edge coupling, and detachable fiber connectors.
Building on that success, the second-generation Tomahawk 5-Bailly (TH5-Bailly) chipset became the industry’s first volume-production CPO solution. As part of the TH5-Bailly production, Broadcom focused on automated testing and scalable manufacturing processes, setting the stage for high-volume production of future generations. The deployment of Broadcom’s 100G/lane CPO product line has enabled the company to gain unmatched expertise in CPO system design, seamlessly integrating optical and electrical components to maximize the performance while delivering the lowest power optical interconnects in the industry.
Today, with the announcement of the third-generation 200G/lane CPO product line, alongside commitment to developing a fourth-generation 400G/lane solution, Broadcom continues to lead the industry in delivering the lowest power and highest bandwidth density optical interconnects.
A Rapidly Developing CPO Ecosystem
Broadcom’s leadership in CPO is driven not only by its cutting-edge switch ASICs and optical engine technology but also by a comprehensive ecosystem of passive optical components, interconnects, and system solutions partners. Through its 100G/lane CPO product line, Broadcom has proven its ability to scale its technology, meeting the growing demands of inference-based AI and supporting the next wave of AI-driven applications.
“Broadcom has spent years perfecting our CPO platform solutions, as evidenced by the maturity of our second generation 100G/lane products and the ecosystem readiness,” said Near Margalit, Ph. D., vice president and general manager of the Optical Systems Division, Broadcom
.
“With our third-generation 200G/lane CPO solutions, we are once again setting the bar for the next-generation of AI interconnects. Our commitment to delivering the industry-leading performance, power efficiency, and scalability will help our customers meet the demands of today’s rapidly evolving AI infrastructure.”
Key Partner Milestones Towards Mass Deployment
Broadcom’s advancements in CPO technology are supported by the growing number of key publicly announced partnerships across the ecosystem, as several major collaborators announced significant milestones this week:
Corning Incorporated
announced collaboration with Broadcom on advanced fiber and connector technology including shipments of components on the TH5-Bailly platform.
Delta Electronics
announced production for the TH5-Bailly 51.2T CPO Ethernet switch in a compact 3RU form factor, available in both air-cooled and liquid-cooled configurations.
Foxconn Interconnect Technology
revealed the production release of CPO LGA sockets and Pluggable Laser Source (PLS) cages and connectors, critical components for ensuring reliable, high-performance system integration.
Micas Networks
announced production of the TH5-Bailly network switch system that delivers more than 30% system level power savings compared to systems with traditional pluggable modules.
Twinstar Technologies
celebrated milestone volume shipments of high-density CPO fiber cables, further enabling the scaling of optical interconnects in next-gen data center infrastructures.
These partner milestones demonstrate the continued progress in building a complete, fully integrated CPO ecosystem that enables the next generation of AI networking solutions.
Gen 3 CPO: Unlocking 200G/lane CPO Systems
Broadcom’s 200G/lane CPO technology is designed for next-generation, high-radix scale-up and scale-out networks, which will demand parity with copper interconnect reliability and power efficiency. This capability is crucial for enabling scale-up domains exceeding 512 nodes, while also addressing the bandwidth, power, and latency challenges associated with the increasing size of next-generation foundation model parameters.
Broadcom’s Gen 3 solutions are engineered to address scale-up interconnects, where issues such as link flaps and operational disruptions can significantly affect the industry’s ability to achieve the lowest cost per token. Broadcom’s Gen 3 and 4 roadmap includes close collaboration with ecosystem partners to optimize the integration of CPO solutions, ensuring they meet the demanding requirements of hyperscale data centers and AI workloads. Additionally, Broadcom remains committed to open standards and system-level optimization, which are essential to the continued success and evolution of our CPO technology.
For more information on Broadcom’s CPO technology and latest advancements, please click
here
: www.broadcom.com/cpo
Supporting Quotes
“Corning has been collaborating with Broadcom for several years to ensure that their CPO connectivity needs can be met with a high degree of performance and reliability as AI-enabled datacenters continue to scale,” said Mike O’Day, Senior Vice President and General Manager, Corning Optical Communications. “We're delivering an optical connectivity solution that enables unprecedented levels of optical speeds and bandwidth concentrations with lower power consumptions and costs. Corning looks forward to continued collaboration with Broadcom on their Bailly deployments as well as innovating towards next generation 200G per lane CPO systems.”
“We are excited to bring this state-of-the-art CPO switch to market, empowering data centers to achieve even greater efficiency and performance,” said Wangson Wang, General Manager of Data Networks Infrastructure BU at Delta. “Our goal is to support the next generation of networking infrastructure with innovative solutions that deliver unparalleled speed, reduced energy consumption, and scalable growth for AI networks.
“We’re deepening our partnership with Broadcom to drive innovation in 200G co-packaged optics,” said Joseph Wang, Chief Technology Officer at Foxconn Interconnect Technology. “Our joint efforts are aimed at delivering AI infrastructure that’s ready for scale—built on high-performance, energy-efficient interconnects designed for tomorrow’s data demands.”
“At Micas Networks, we’re excited to see Broadcom pushing the boundaries of networking technology with their next-generation 200G per lane CPO solutions. Our collaboration with Broadcom has been instrumental in launching the industry's first volume production, 100G per lane, CPO system delivering ultra low-power optical interconnects into AI fabrics,” said Joey Gou, CEO of Micas Networks. “Now, with a 200G per lane version, we’re pushing even further into ultra-fast, power-efficient networking that will enable a range of next-gen applications. We look forward to continuing our partnership with Broadcom to support the evolving demands of the data-driven world.”
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com.
Broadcom, the pulse logo, and Connecting Everything are among the trademarks of Broadcom. The term "Broadcom" refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.
Press Contact:
Khanh Lam
Global Communications
press.relations@broadcom.com
Telephone: +1 408 433 8649
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