Broadcom pushes CPO optics
Broadcom is accelerating investment in co‑packaged optics for next‑gen data‑center connectivity (200G/400G), a shift that matters for AI workload infrastructure and future device connectivity assumptions. Apple teams should track this as bandwidth and thermal integration change rack and interconnect designs. (indexbox.io)
Broadcom announced its third‑generation co‑packaged optics (CPO) platform — a 200G per lane product line — in a May 15, 2025 company release. (broadcom.com) The company confirmed its second‑generation 100G/lane CPO is now in volume production and cited specific improvements in OSAT processes, thermal designs, handling procedures, fiber routing and overall yield. (broadcom.com) Broadcom showcased end‑to‑end demonstrations at OFC, including a 102.4T Ethernet switch with CPO, a 400G/lane optical DSP and a 3.5D XPU, during the March 15–19, 2026 conference. (broadcom.com) The company reported a field milestone with Meta: one million cumulative 400G‑equivalent port device hours of CPO operation without a single link flap, cited in October 2025 deployment claims. (sdxcentral.com) Broadcom disclosed early development work on a fourth‑generation 400G/lane CPO solution while positioning CPO as the path to surpass 51.2Tb/s switch bandwidth by raising bandwidth density and lowering power per bit. (convergedigest.com) Company announcements and trade‑show demos have emphasized partner milestones and ecosystem readiness—statements Broadcom used to argue the platform’s production readiness and the need for scaled OSAT and thermal handling in hyperscale deployments. (broadcom.com)
