Broadcom Inc. earnings call

… you address this question because the way that you address the question to me is almost hesitant. Thank you. I appreciate that. But on your first part, yeah, we're driving growth, and it begins to feel like this thing never ends. And it's a real mix bag of existing customers and on existing XPUs. And a big part of it is XPUs that we're seeing. And that's not to slow down the fact that, as I indicated in my remarks and commented on, the demand for switches, not just some of six, some of five switches, the demand for our latest 1.6 terabits per second DSPs that enables optical interconnects for scale-out particularly. It's just very, very strong. and and by extension demand for the optical components like lasers pin dies just going nuts all that come together now all that is smaller on the relatively lesser dollars when it comes to xpus as you probably guess you know of this to give you a sense maybe let me look at it on a backlog site of the 73 billion or ai revenue backlog over the next 18 months i talked about maybe 20 billion of it is everything else. The rest is XPUs. Hope that gives you a sense of what the mix is. But the rest is still 20 billion. That's not small by any means. So we value that. So when you talk about your next question of silicon photonics as a means to create basically much better, more efficient, lower power, interconnects in not just scale out, but hopefully scale up. Yeah, I could see a point in time in the future when silicon photonics matters as the only way to do it. We're not quite there yet, but we have the technology and we continue to develop the technology. And even as each time we develop it first for 400 gigabits, bandwidth going on to 900, 800 gigabit bandwidth, not ready for it yet. And even with the product, we're now doing it for 1.6 terabit bandwidth to create silicon photonics switches, silicon photonics interconnects. Not even sure it will get fully deployed because, you know, engineers, our engineers, our peers, and the peers we have out there, will somehow try to find a way to still do try to do scale up within a rack in copper as long as possible and in scale up in you know pluggable optics the final final straw is when you can't do it well in pluggable optics and of course when you can't do it even in copper then you're right you go to silicon photonics And it will happen. And we're ready for it. Just saying, …

Thanks. Well, to answer your first simpler question, you're right. You can say that $73 billion is the backlog we have today to ship over the next six quarters. You might also say that given our lead time, we expect more orders to be able to be delivered absorbed into a backlog for shipments over the next six quarters. So taking that, we expect revenue, a minimum revenue, one way to look at it, of 73 billion over the next six quarters, but we do expect much more as more orders come in for shipments within the next six quarters. The hourly time, depending on the particular product it is, can be anywhere from six months to a year. With respect to supply chain, is what you're asking, critical supply chain on silicon and packaging? Yeah, that's an interesting challenge that we have been addressing constantly and continue to. And with the strength of the demand and the need for more innovative packaging, advanced packaging, because you're talking about multi-chips, multi-chips in creating every custom accelerator now. The packaging becomes a very interesting technical challenge. And building our Singapore PEP is to really talk about partially insourcing those advanced packaging. We believe that we have enough demand, we can literally insource not from the viewpoint of not just cost, but in the viewpoint of supply chain security and delivery. And we're building up a fairly substantial facility for packaging, advanced packaging, Singapore as indicated, purely for that purpose, to address the advanced packaging side. Silicon-wise, now we go back to the same precious source in Taiwan, TSMC. And so we keep going for more and more capacity in two nanometers, three nanometers. And so far, we do not have that constraint. But again, time will tell as we progress and as our backlog builds up.