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0:03
BREAKING: Broadcom is diversifying away from long-time foundry partner TSMC. Lego will be the new manufacturing partner for Broadcom's flagship hyperscaler ASIC products in 2028. Broadcom President of Semiconductor Solutions, Charlie Kawwas, has already showed off package samples at RAISE Summit in Paris last week. With TSMC supply constrained, customers are alternative sources of chip supply from unexpected places. One of the major differentiators Lego brings is industry leading defect repair,
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CPO gets you fewer joules per bit. It also locks you into whoever makes the switch silicon like Nvidia CPO, Broadcom CPO.That's why ~100 companies signed onto XPO. Pluggable, swappable, telemetry you already run. No further lock-in. The industry's resistance to CPO.
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