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CLAIM #7743 · Broadcom Inc (AVGO) · 2023Q3 earnings call · Aug 31, 2023 · due Jun 30, 2024

As an example, our switch, our next-generation Tomohawk5 switch, which will start shipping middle of next year, what we call the program we call the Bailly, a fully integrated switch silicon photonic switch.

Hock Tan · CEO

PENDING
graded after results covering Jun 30, 2024 are reported

In context

ed optics solutions that will start shipping next year. It seems to me by looking at what you're offering and the significant improvement you get over performance and size. This would be something of great interest. Is it limited by inertia or architectural inertia by the existing solutions? Or what kind of feedback you're getting? And why should we expect to see maybe because it's rather a new market for you overall. You've not been in it before. So I'm just trying to get a feel for what your expectations are and why maybe we should start looking at this more closely. Hock Tan: You should. I did. I made my investment, at least you should look at it a bit. I'm just kidding. But we have invested in silicon photonics, which is, I mean, literally integrating in one single solution packaging. As an example, our switch, our next-generation Tomohawk5 switch, which will start shipping middle of next year, what we call the program we call the Bailly, a fully integrated switch silicon photonic switch. And you're right, very low power, and it's -- you make optics have always have optical and mechanical characteristics by sucking them into an integrated silicon photonics solution. You take away this failures on yield rates on mechanical, optical and translated to literally silicon yield rates. And so it's much -- we like to believe very reliable than the conventional approach. So your question is, so why won't more people jump in it? Well, because nobody else has done it. This -- we are pioneering this silicon photonic architecture. And we're going to -- we have appeal done, a POC, proof of concept in selling Tomahawk 4 in a couple of hyperscale, but not in production volume. We now feel comfortable we have reliability data from those instances. And that's why we feel comfortable to now

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SEC filings for AVGO · Claim quote is verbatim from the 2023Q3 earnings call.