{"id":2567,"date":"2026-04-14T15:16:32","date_gmt":"2026-04-14T15:16:32","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2567"},"modified":"2026-04-14T15:34:07","modified_gmt":"2026-04-14T15:34:07","slug":"photonic-ic-avgo","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-avgo\/","title":{"rendered":"Broadcom \u6df1\u5ea6\u89e3\u6790 \u2014 CPO \u4ea4\u63db\u6676\u7247\u9818\u5c0e\u8005"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px solid var(--border);padding-bottom:.6rem}h3{font-size:1.1rem;margin:1.2rem 0 .5rem;color:var(--yellow)}h4{font-size:.95rem;margin:.8rem 0 .3rem;color:var(--text)}p{margin-bottom:.8rem}ul,ol{margin:.5rem 0 1rem 1.5rem}li{margin-bottom:.3rem}strong{color:var(--accent-2)}.why-box{background:rgba(108,92,231,.08);border-left:3px solid var(--accent);padding:.9rem 1.1rem;border-radius:0 8px 8px 0;margin:1rem 0;font-size:.92rem}.metrics-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(160px,1fr));gap:.8rem;margin:1rem 0}.metric{background:rgba(108,92,231,.08);border-radius:8px;padding:1rem;text-align:center}.metric .value{font-size:1.3rem;font-weight:700;color:var(--green)}.metric .label{font-size:.75rem;color:var(--muted);margin-top:.2rem}table{width:100%;border-collapse:collapse;font-size:.88rem;margin:1rem 0}th,td{padding:.7rem .8rem;text-align:left;border-bottom:1px solid var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; Broadcom<\/nav>\n<h1>Broadcom<span class=\"ticker-badge\">NASDAQ: AVGO<\/span><\/h1>\n<p class=\"subtitle\">CPO \u4ea4\u63db\u6676\u7247\u9818\u5c0e\u8005 \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 5 \u7cfb\u7d71\u6574\u5408<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>Broadcom \u662f\u5168\u7403\u7db2\u8def\u4ea4\u63db\u6676\u7247\u8207\u5ba2\u88fd ASIC \u9818\u5c0e\u5ee0\u5546\u3002Tomahawk \u7cfb\u5217\u4ea4\u63db\u6676\u7247\u662f AI fabric \u7684\u4e3b\u6d41\u9078\u64c7\uff0c\u540c\u6642\u70ba Google TPU\u3001Meta MTIA \u7b49\u5927\u5ee0\u63d0\u4f9b\u5ba2\u88fd AI \u52a0\u901f\u5668\u3002\u5728 CPO \u9818\u57df\uff0cBroadcom \u662f\u6700\u65e9\u91cf\u7522 CPO \u4ea4\u63db\u6a5f\u7684\u5ee0\u5546\u4e4b\u4e00\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">Tomahawk 6<\/div>\n<div class=\"label\">102.4T \u4ea4\u63db\u5bb9\u91cf<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">CPO \u91cf\u7522<\/div>\n<div class=\"label\">\u7522\u696d\u9996\u767c\u5546<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">~$1\u5146<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">Google\/Meta<\/div>\n<div class=\"label\">\u5ba2\u88fd ASIC \u95dc\u9375\u5ba2\u6236<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aBroadcom \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>AI \u8cc7\u6599\u4e2d\u5fc3\u88e1\u6bcf\u53f0\u4f3a\u670d\u5668\u90fd\u8981\u4e92\u50b3\u8cc7\u6599\uff0c\u9019\u4e9b\u8cc7\u6599\u5148\u532f\u96c6\u5230\u300c\u4ea4\u63db\u5668\u300d\u518d\u8f49\u767c\u3002Broadcom \u505a\u7684\u662f\u4ea4\u63db\u5668\u88e1\u9762\u7684\u300c\u5927\u8166\u6676\u7247\u300d\u2014\u2014\u6c7a\u5b9a\u6bcf\u7b46\u8cc7\u6599\u8981\u9001\u53bb\u54ea\u88e1\u3001\u8d70\u54ea\u689d\u5149\u7e96\u3002CPO\uff08Co-Packaged Optics\uff09\u5247\u662f\u628a\u5149\u6a21\u7d44\u76f4\u63a5\u710a\u5728\u9019\u500b\u5927\u8166\u65c1\u908a\uff0c\u8b93\u8cc7\u6599\u4e0d\u7528\u591a\u8d70\u4e00\u6bb5\u8def\uff0c\u901f\u5ea6\u66f4\u5feb\u3001\u66f4\u7701\u96fb\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc CPO \u662f Broadcom \u7684\u6230\u7565\u6838\u5fc3<\/h2>\n<div class=\"why-box\"><strong>\u529f\u8017\u7246\u7684\u7b54\u6848\uff1a<\/strong>\u50b3\u7d71\u53ef\u63d2\u62d4\u5149\u6a21\u7d44\u5728 1.6T \u4e16\u4ee3\u9762\u81e8\u6bcf port 30W+ \u529f\u8017\u3002CPO \u628a\u5149\u5f15\u64ce\u76f4\u63a5\u5c01\u88dd\u5728\u4ea4\u63db\u6676\u7247\u65c1\u908a\uff0c\u529f\u8017\u53ef\u964d\u4f4e 50%\u3002Broadcom 2024-2026 \u662f\u5168\u7403\u7b2c\u4e00\u6279\u5c07 CPO \u4ea4\u63db\u6a5f\u63a8\u5411\u91cf\u7522\u7684\u5ee0\u5546\u3002<\/div>\n<p>Tomahawk 6 + CPO \u5e73\u53f0\u8b93 Broadcom \u5f9e\u300c\u8ce3\u6676\u7247\u300d\u5347\u7d1a\u70ba\u300c\u8ce3\u6574\u6a5f\u65b9\u6848\u300d\uff0c\u6bdb\u5229\u8207\u9ecf\u8457\u5ea6\u540c\u6b65\u63d0\u5347\u3002<\/p>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u4ea4\u63db\u6676\u7247 + CPO + \u5ba2\u88fd ASIC \u4e09\u5f15\u64ce<\/li>\n<li>Google\u3001Meta\u3001OpenAI \u6f5b\u5728\u5ba2\u6236<\/li>\n<li>VMware \u4f75\u8cfc\u5e36\u4f86\u7a69\u5b9a\u8edf\u9ad4\u73fe\u91d1\u6d41<\/li>\n<li>AI \u71df\u6536\u9023\u7e8c\u5b63\u5ea6\u8d85\u9810\u671f<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u8a55\u50f9\u5df2\u53cd\u6620 AI \u984c\u6750<\/li>\n<li>Nvidia NVLink \u8207 Spectrum-X \u7af6\u722d<\/li>\n<li>\u5927\u5ba2\u6236\u96c6\u4e2d\u98a8\u96aa<\/li>\n<li>\u4f75\u8cfc\u50b5\u52d9\u58d3\u529b<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-nvda\/\">Nvidia \u2014 \u5149\u5b78\u6574\u5408\u7b56\u7565<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-mrvl\/\">Marvell \u2014 \u5ba2\u88fd ASIC \u6311\u6230\u8005<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-cohr\/\">Coherent \u2014 \u5149\u6a21\u7d44\u4f9b\u61c9\u5546<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Broadcom\uff08NASDAQ: AVGO\uff09\u662f AI \u8cc7\u6599\u4e2d\u5fc3\u4ea4\u63db\u6676\u7247\u8207 CPO \u9818\u5c0e\u5ee0\u5546\u3002\u672c\u6587\u89e3\u6790 Tomahawk 5\/6\u3001CPO \u5546\u696d\u5316\u9032\u5ea6\u8207\u5ba2\u88fd ASIC \u696d\u52d9\u6210\u9577\u52d5\u80fd\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2567","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2567","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2567"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2567\/revisions"}],"predecessor-version":[{"id":2625,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2567\/revisions\/2625"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2567"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2567"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2567"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}