Broadcom’s CPO Leap
Broadcom unveiled a third‑generation co‑packaged optics platform for 200G/400G connectivity — a networking boost built to feed heavier AI inference workloads. (ico-optics.org)
Broadcom issued its Gen‑3 CPO announcement via a company press release dated May 15, 2025. (broadcom.com)) Broadcom named a roster of ecosystem partners that have publicly tied products or components to its CPO roadmap, including Corning, Delta Electronics, Foxconn Interconnect Technology, Micas Networks and Twinstar Technologies. (convergedigest.com)) Delta and Micas have each disclosed 51.2 Tb/s CPO switch systems built around Broadcom silicon — Delta showed a compact 3RU 51.2T CPO switch at COMPUTEX 2025, and Micas announced its 51.2T CPO switch in volume production claiming substantial power savings versus pluggable designs. (landing.deltaww.com)) Broadcom’s Bailly/TH5 family underpins those systems: the Tomahawk‑5 (BCM78900) series provides 51.2 Tb/s on a single device and Broadcom documents the Bailly CPO platform as delivering an order‑of‑magnitude area increase and large optical power reductions in prior deliveries. (broadcom.cn)) Broadcom reiterated a roadmap commitment toward a fourth‑generation 400G/lane option and has demoed supporting pieces such as an XPU‑CPO 6.4 Tb/s optics attach and Sian3 3nm 200G/lane DSPs at industry shows. (broadcom.com)) The company says Gen‑3 work focused on manufacturability improvements — OSAT process flows, thermal design, handling and fiber routing — and targets deployment in ultra‑high‑radix fabrics designed to exceed 512‑node domains. (broadcom.com)) Hardware ecosystem elements named in Broadcom’s disclosures include Foxconn supplying PLS cages and sockets, Corning providing optical components tuned for CPO, and Twinstar handling high‑density fiber cable shipments for volume deployments. (convergedigest.com))