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On Tue, 24 Sept, 12:06 AM UTC
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Broadcom Unveils Next-Gen Sian 2 DSP For High Performance AI Data Centers - Broadcom (NASDAQ:AVGO)
Broadcom expects AI semiconductor revenue to hit $12 billion in 2024. On Monday, Broadcom Inc AVGO announced the launch of Sian 2, its 200 Gbps per lane (200G/lane) PAM-4 digital signal processing (DSP) PHY, building on the original Sian DSP. The Sian and Sian2 DSPs, power pluggable modules with 200G/lane interfaces, are essential for the next generation of AI clusters. Vijay Janapaty, vice president and general manager of the Physical Layer Products Division at Broadcom: "The Sian family of products reinforces Broadcom's leadership in optical DSP PHYs and enables our AI data center customers to deploy high-performance 800G and 1.6T links." Also Read: AMD vs. Nvidia: AMD's Surprising Strategy Shift in Gaming GPU Battle Broadcom reported third-quarter topline growth of 42% to $13.07 billion, topping the analyst consensus of $12.96 billion. The adjusted gross margin grew by 230 bps to 77.4%. Broadcom expects artificial intelligence semiconductor revenue to rise to $12 billion in fiscal 2024. Goldman Sachs analyst Toshiya Hari maintained its bullish take on the stock, citing the spending ramp-up by the large Tier-1 hyperscalers. The analyst flagged that the company is currently in the proof of concept (POC) stage with three hyperscale customers. Broadcom stock has increased 104% in the last 12 months. Investors can gain exposure to the stock through SPDR Select Sector Fund -- Technology XLK and iShares Russell 1000 Growth ETF IWF. Shares of Broadcom have an average 1-year price target of $534.17, representing an expected upside of 213.69%. Broadcom Stock Prediction For 2024 Because of differences in assumptions, analysts can arrive at very different price targets and recommendations. No analysts have bearish recommendations on Broadcom, while 12 analysts have bullish ratings. The street high price target from Rosenblatt is $2400.0, while the street low from UBS is $170.0. Equity research can be a valuable source of information for learning about a company's fundamentals. Analysts create financial models based on the fundamentals and expected future earnings of a company to arrive at a price target and recommendation for the stock. Price Action: AVGO stock is down 0.61% at $170.09 at the last check on Monday. Also Read: Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta Photo via Company Market News and Data brought to you by Benzinga APIs
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Broadcom unveils 200G optical DSP for AI data centers By Investing.com
PALO ALTO, Calif. - Broadcom Inc. (NASDAQ: NASDAQ:AVGO) announced today the general availability of its Sianâ„¢2, a 200 Gbps per lane (200G/lane) PAM-4 DSP PHY, designed to enhance data center connectivity for AI applications. The Sian2 is an advancement over the existing Sian DSP, offering 200G/lane electrical and optical interfaces, which are crucial for the development of next-generation AI clusters. The company highlighted that the new DSP is a response to the growing demands for AI model sizes, which require high-performance, low-latency, and resilient connectivity. Sian2 promises to deliver on these needs by enabling 800G/1.6T links with 200G/lane optics, doubling the bandwidth while reducing power consumption, latency, and cost per bit. According to Broadcom, this development is foundational for high-speed optical links that are essential for scaling up and out network infrastructures in AI data centers. The Sian family of products, which includes Sian and Sian2, is optimized for 800G and 1.6T optical module platforms. Vijay Janapaty, vice president and general manager of the Physical Layer Products Division at Broadcom, stated that the Sian2 and Sian DSPs are designed to support the deployment of high-performance 800G and 1.6T links in AI data centers. The products are expected to be adopted by AI market leaders, with projections for the ramp-up of optical modules using 200G/lane beginning in 2025. Dr. Vlad Kozlov, CEO and Chief Analyst at LightCounting, commented on the rapid market demand, anticipating the delivery of over 1 million units of 1.6T optical transceivers within the first year of their introduction. The Sian2's features include a low power 5nm 200G/lane DSP solution, support for 800G and 1.6T pluggable modules, multiple FEC options, and built-in laser drivers. It also boasts sub-80ns roundtrip latency, which is particularly beneficial for AI/ML applications. Broadcom showcased the Sian2 PHY and 200G/lane optics at the ECOC Exhibition 2024 in Frankfurt, Germany, demonstrating the technology in 1.6T DR8 optical modules. The company is currently providing samples of the Sian2 BCM8582X device to select customers and partners. This announcement is based on a press release statement from Broadcom Inc. and aims to provide information on the latest technological advancements in optical DSP PHYs for AI data centers. In other recent news, Broadcom's third fiscal quarter earnings call revealed a 47% year-over-year increase in financial performance, with consolidated net revenue reaching $13.1 billion. TD Cowen maintained a Buy rating on Broadcom, emphasizing the company's progress in key growth areas such as Networking and AI. The firm also noted the successful integration of VMWare, which contributed $3.8 billion in revenue. Broadcom's partnership with Tower Semiconductor (NASDAQ:TSEM) for the production of Wi-Fi 7 RF front-end modules (FEMs) was also announced, presenting opportunities for enhanced mobile connectivity performance. Furthermore, KeyBanc Capital Markets maintained its Sector Weight rating on Apple (NASDAQ:AAPL), citing the introduction of Wi-Fi 7 across all new iPhone models as a potential benefit for Broadcom. Baird reiterated its Outperform rating on Broadcom, highlighting a revised AI-related revenue forecast for fiscal year 2024 of $12 billion, due to robust demand from major cloud service providers. These recent developments underscore Broadcom's strategic moves and potential for growth in the tech industry. InvestingPro Insights In light of Broadcom Inc.'s (NASDAQ: AVGO) latest technological release of the Sianâ„¢2 DSP PHY, it's pertinent to consider the company's financial health and market performance, which can provide investors with a broader context for its innovative activities. Broadcom's commitment to growth is reflected in analysts' positive outlook, anticipating sales growth in the current year. This is a testament to the company's robust position in the Semiconductors & Semiconductor Equipment industry, where it remains a prominent player. From a financial perspective, Broadcom's market capitalization stands at an impressive $799.14 billion, underscoring its significant presence in the market. The company's revenue growth over the last twelve months up to Q3 2024 has been remarkable, at 32.04%, indicating a strong upward trajectory in its financial performance. Furthermore, the company's P/E ratio, though high at 151.43, may reflect market expectations of future earnings growth, supported by a substantial gross profit margin of 74.71% during the same period. Investors looking for stability in returns may find comfort in Broadcom's consistent dividend payments, which have been maintained for 15 consecutive years. The dividend yield as of late 2024 stands at 1.24%, with a notable dividend growth of 15.22% over the last twelve months. This steady return to shareholders is an integral part of the company's financial strategy. For those interested in further insights and metrics, there are additional InvestingPro Tips available on Broadcom Inc., which can be found at https://www.investing.com/pro/AVGO. These tips delve deeper into the company's valuation multiples, debt levels, and analysts' earnings revisions, providing a comprehensive view for potential investors.
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Broadcom unveils its latest 200G optical digital signal processor, SIAN 2, designed to enhance performance and efficiency in AI-focused data centers. The new chip promises significant improvements in power consumption and latency.
Broadcom, a leading semiconductor company, has announced the launch of its next-generation 200G optical digital signal processor (DSP), SIAN 2. This innovative chip is specifically designed to meet the growing demands of high-performance artificial intelligence (AI) data centers 1. The SIAN 2 represents a significant leap forward in data center technology, offering improved performance and efficiency for AI-driven applications.
The SIAN 2 DSP boasts several notable enhancements over its predecessors:
Reduced power consumption: The new chip consumes 30% less power compared to previous generations, contributing to more energy-efficient data center operations 2.
Lower latency: SIAN 2 achieves a remarkable 40% reduction in latency, enabling faster data processing and improved real-time AI capabilities 1.
Increased bandwidth: The DSP supports 200G per lambda optical connectivity, facilitating higher data transfer rates within data centers 2.
Enhanced signal processing: SIAN 2 incorporates advanced digital signal processing techniques to optimize performance in AI-centric environments 1.
The introduction of SIAN 2 is expected to have a significant impact on the AI data center landscape:
Improved efficiency: The reduced power consumption and lower latency will allow data centers to operate more efficiently, potentially leading to cost savings and improved performance 2.
Scalability: The increased bandwidth and advanced signal processing capabilities will enable data centers to scale their AI operations more effectively 1.
Competitive advantage: Data centers equipped with SIAN 2 technology may gain a competitive edge in handling complex AI workloads and delivering faster results 2.
Broadcom's launch of SIAN 2 reflects the growing importance of specialized hardware in the AI industry:
Tailored solutions: The development of DSPs like SIAN 2 demonstrates the need for purpose-built hardware to address the unique requirements of AI applications 1.
Market competition: Broadcom's innovation may spur other semiconductor companies to accelerate their development of AI-focused chips, potentially leading to further advancements in the field 2.
Data center evolution: The introduction of SIAN 2 highlights the ongoing transformation of data centers to accommodate the increasing demands of AI workloads 1.
As AI continues to play a crucial role in various industries, the development of specialized hardware like Broadcom's SIAN 2 DSP is likely to drive further innovation and efficiency in data center operations. The technology's potential to reduce power consumption, lower latency, and increase bandwidth positions it as a key component in the future of AI-driven data centers.
Broadcom issues $3 billion in senior notes while navigating market pressures and capitalizing on AI-driven revenue growth, positioning itself as a key player in the evolving AI infrastructure landscape.
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Broadcom, a leading semiconductor company, is projected to capitalize on a $150 billion AI revenue opportunity over the next five years. Analysts are optimistic about the company's potential in the rapidly growing AI market.
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Multiple analysts express confidence in Broadcom's future performance, citing strong AI demand, the VMware acquisition, and solid financial results. The company's stock is expected to see significant upside in the coming months.
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Broadcom announces its PCIe Gen 6 portfolio and partnership with Micron, positioning itself as a key player in AI infrastructure. The company's stock fluctuates as investors weigh its potential against NVIDIA's record-breaking earnings.
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Broadcom's stock soars after reporting strong AI-driven growth and projecting massive AI revenue potential, positioning it to potentially join the $1 trillion market cap club.
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