Kirk's Market Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts

COHR 131.96

-0.6%

Oct 31 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (25394)	8/4/2025 1:32:52 PM
From: Kirk ©	of 26385

Gemini sez... Does Broadcom compete directly with POET with their "silicon photonics (SiPh)"? Yes, Broadcom and POET Technologies compete in the silicon photonics space, particularly concerning high-speed optical interconnects for AI and data centers. Broadcom's Approach Broadcom develops and offers co-packaged optics (CPO) solutions that integrate silicon photonics with their high-performance switching and compute ASICs, aiming to deliver high bandwidth and energy efficiency for AI networks. They are focused on Ethernet Switch CPO and CPO for XPU interconnects. POET Technologies' Approach POET Technologies, on the other hand, specializes in the design and development of optical engines and light sources using their proprietary Optical Interposer platform. This platform enables wafer-level integration of electronic and photonic components, which leads to lower costs, smaller size, and reduced power consumption for optical interconnects. Areas of Competition While Broadcom focuses on complete CPO solutions, POET Technologies positions itself as an enabler for other companies by offering their Optical Interposer platform and components like optical engines and light sources. This platform can be utilized by transceiver manufacturers to develop next-generation 800G+ modules. Key Differences Broadcom integrates silicon photonics directly into their switch and compute ASICs, while POET Technologies offers a platform and components that can be used by other manufacturers. Broadcom competes in the market for finished CPO solutions, while POET Technologies competes in the market for enabling technologies like optical engines and light sources. POET's Optical Interposer and Blazar light source aim to address cost and scalability bottlenecks in AI infrastructure by offering more cost-effective and efficient solutions for high-speed interconnects.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next