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PALO ALTO, Calif. - Broadcom Inc. (NASDAQ: AVGO), a global innovator in semiconductor technology with a market capitalization of $795 billion and impressive gross profit margins of 76%, has announced an expansion of its optical interconnect portfolio designed to enhance artificial intelligence (AI) infrastructure. According to InvestingPro analysis, the company is currently trading near its Fair Value, while maintaining its position as a prominent player in the Semiconductors industry. The company introduced new technologies at the 2025 Optical Fiber Communications Conference and Exhibition (OFC) in San Francisco, which runs from March 30 to April 3.
Broadcom’s latest offerings include advancements in co-packaged optics (CPO), 200G/lane digital signal processors (DSP) and serializer/deserializer (SerDes), 400G optics, and PCIe Gen6 over optics. With revenue growth of 40.3% and total revenue reaching $54.53 billion in the last twelve months, these innovations are part of Broadcom’s roadmap towards achieving 200T optical interconnect solutions, addressing the increasing demands for higher bandwidth, lower latency, and energy-efficient connections in AI workloads.
The company’s portfolio aims to support the growth and scalability of AI clusters with a range of solutions. These include the industry’s first 6.4-Tbps optics attach for custom AI accelerators, the Sian3 3nm 200G/lane DSP for 800G and 1.6T optical transceivers, and the Sian2M 200G/lane DSP with integrated VCSEL drivers for multimode fiber (MMF) links in AI clusters.
Broadcom also showcased the industry’s first demonstrations of 400G EML technology and PCIe Gen6 optical connectivity, as well as a 400G PCIe Ethernet NIC connecting with an LPO module for scalable AI networks. Additionally, the company presented 200G/lane copper link solutions and an 800G active electrical cable (AEC) retimer solution to extend DAC cable reach beyond 7 meters.
Dr. Charlie Kawwas, President of Broadcom’s Semiconductor Solutions Group, noted that the company is committed to pioneering new technologies for AI infrastructure. Broadcom’s presence at OFC includes technical talks and panel sessions on optical networking and communications, as well as collaborations with over 15 partners to demonstrate a wide array of its solutions. With 23 analysts recently revising their earnings estimates upward and a strong consensus recommendation, the company’s growth trajectory appears promising. For detailed financial analysis and additional insights, investors can access the comprehensive Pro Research Report available on InvestingPro, which covers over 1,400 top US stocks.
Broadcom Inc., headquartered in Palo Alto, CA, is recognized for its broad range of semiconductor, enterprise software, and security solutions serving critical markets such as cloud, data center, networking, and broadband. This expansion of its optical interconnect portfolio is based on a press release statement from the company.
In other recent news, Broadcom has reported significant developments in its business operations. The company showcased strong financial results, with AI revenue reaching $4.1 billion in the first quarter of 2025, marking a 77% increase from the previous year. This impressive growth exceeded their AI revenue target of $3.8 billion and was driven by their networking segment. In response, several analyst firms have maintained or adjusted their positive outlooks on Broadcom. Benchmark reaffirmed a Buy rating with a $255 price target, while TD Cowen kept a Buy rating with a $265 target, citing the company’s strategic moves in AI and new custom accelerator programs.
Truist Securities also raised Broadcom’s price target to $267, emphasizing strong AI growth prospects and an increased earnings per share estimate for 2026. Meanwhile, Broadcom announced updates to VMware vDefend, enhancing security features for VMware Cloud Foundation users, which included real-time security assessments and a next-generation Security Services Platform. Additionally, Broadcom is in discussions with Google regarding their AI chip partnership, as Google explores a potential collaboration with MediaTek for cost efficiencies. This shift could impact Broadcom’s share in the AI chip market, which has been a significant revenue driver for the company.
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