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Semiconductors · SerDes physics moat creates near-insurmountable barrier for AI chip interconnects
now playing · Semiconductors
Semiconductorstailwindscore 9/10michael sikand
SerDes physics moat creates near-insurmountable barrier for AI chip interconnects
Moving data at near light-speed through copper (SerDes) is an analog physics problem, not a logic one. Broadcom's decades of SerDes mastery means even vertically integrated giants like Appl…
AI Infrastructuretailwindscore 8/10michael sikand
Ethernet switching becomes critical bottleneck in AI data center scale-out
Tail latency is the biggest enemy in large GPU clusters — a single delayed packet stalls the entire multi-billion dollar training run. Broadcom's Tomahawk/Jericho switches with deep buffer…
Semiconductorstailwindscore 8/10michael sikand
Hyperscalers turn to Broadcom as arms dealer for custom AI ASICs to escape Nvidia pricing
Google, Meta, and OpenAI are designing custom chips (TPU, MTIA, inference ASICs) with Broadcom's IP and design services. Each custom chip yields ~50% gross margins for Broadcom, and Google'…