"Top Gun" pilots aren't the only ones feeling the need for speed. So are data centers. And that has spurred the drive for silicon photonics systems, which could boost Broadcom (AVGO) stock and others.
With electrical connections in semiconductor systems hitting limits on data transfer speeds, attention has shifted silicon photonics, which uses optical or light connections to move data. Silicon photonics products integrate the optical connections on the chip instead of relying on optical plug-in components in computer racks.
On March 1, Broadcom introduced its first integrated silicon photonics networking product, code-named Bailly. Broadcom stock popped higher after the announcement.
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