Showing posts with label Broadcom. Show all posts
Showing posts with label Broadcom. Show all posts

Sunday, September 16, 2018

Broadcom ships 802.11ax Wi-Fi Access Point SoC

Broadcom has begun mass production of its WiFi 802.11ax SoC, the first in the industry to be fully compliant with the IEEE 802.11ax specification and the upcoming 802.11ax certification. 

The BCM43684 Max chip, which is Broadcom’s sixth generation Wi-Fi silicon, is aimed at the residential Wi-Fi market. NETGEAR is using the SoC with its Nighthawk product line.

“A little over one year ago Broadcom announced availability of Max WiFi products and committed to bringing the most advanced Wi-Fi technology ever implemented to consumers,” said Greg Fischer, senior vice president and general manager, Broadband Carrier Access, Broadcom. “Broadcom’s close collaboration with NETGEAR to enable 802.11ax-based Nighthawk routers will provide consumers with best-in-class Wi-Fi performance delivered using the very latest technology.”

Broadcom unveils 200G Ethernet Controller with 50G PAM-4 + PCIe 4.0

Broadcom introduced a 200G Ethernet controller with 50G PAM-4 and PCIe 4.0.

The new "Thor" device, which builds on Broadcom's widely-deployed NetXtreme E-Series architecture, combines a high-bandwidth Ethernet controller with a unique set of highly optimized hardware acceleration engines to enhance network performance and improve server efficiency. Broadcom is offering Thor dual-port 100G PCIe NICs and single-port 100G OCP 2.0 Mezzanine cards. Sampling is underway.

Highlights

  • 200G Ethernet includes 400GbE network connectivity for high availability features and flexible port configurations including 4x100GbE and 2x200GbE
  • 50G PAM-4 SerDes dramatically lowering TCO by reducing cable costs by 50% and doubling port density
  • PCIe 4.0 x16 support maximizing the full potential of servers compliant with the PCI Express 4.0 specification, providing seamless interoperability and doubling server throughput while saving PCIe lanes
  • Third generation TruFlow technology pushing the envelope of flow processing by accelerating applications, such as Open vSwitch (OVS), and reducing the server CPU usage
  • In-band Network Telemetry (INT) with Broadcom's Broadview software suite providing end-to-end real-time monitoring capability, enabling data center operators to fine tune their networks for maximum performance
  • Best performing multi-host solution specifically enhanced for the OCP 3.0 specification, to which Broadcom has been a lead contributor
  • Industry's most secure Ethernet controller solutions for servers leveraging Broadcom's BroadSAFE® technology, providing unparalleled platform security via Silicon Root of Trust
  • 200G controller with smart congestion control engine for RoCEv2, enabling scalable deep learning clusters up to hundreds of nodes using NVIDIA GPUDirect technology

"I am excited we are bringing Thor to market just as customers pivot to 100G and higher throughputs," said Ed Redmond, senior vice president and general manager of the Compute and Connectivity Division at Broadcom. "Being first to deliver a fully-featured, fully-accelerated, high-performance 200Gb/s Ethernet controller that features market-leading accelerators such as TruFlow, Broadcom's Thor is key to the industry's adoption of 100G and unleashing the power of our customer's cloud and enterprise data centers."

http://www.broadcom.com

Thursday, September 6, 2018

Broadcom says data center growth now more than 50% of revenue

Broadcom posted net revenue of $5.063 billion for its third quarter of fiscal year 2018, ended August 5, 2018,, an increase of 1 percent from $5.014 billion in the previous quarter and an increase of 13 percent from $4,463 million in the same quarter last year. Gross margin was $2,619 million, or 51.7 percent of net revenue. Net income, which includes the impact of discontinued operations, was $1,196 million, or $2.71 per diluted share. This compares with net income of $3,733 million, or $8.33 per diluted share, in the prior quarter, and net income of $507 million, or $1.14 per diluted share, in the same quarter last year. GAAP net income, which includes the impact of discontinued operations, was $1.196 billion, or $2.71 per diluted share.

"Datacenter demand is driving strong growth in more than 50 percent of our consolidated revenue," said Hock Tan, President and CEO of Broadcom Inc. "Through the strength of our franchise business model, we delivered another quarter of sustained revenues and strong free cash flows."

Broadcom stated that its pending merger with CA Technologies is on track for completion during the present quarter.

Friday, August 24, 2018

Broadcom gains HSR approval for CA Technologies acquisition

Broadcom announced that the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 has expired with respect to the proposed acquisition of CA Technologies (NASDAQ: CA).

Expiration of the waiting period under the HSR Act satisfies one of the conditions to the closing of the pending transaction, which was announced on July 11, 2018.

Broadcom believes it will be able to complete the merger in the fourth calendar quarter of 2018.

Broadcom to acquire CA Technologies for $18.9 billion

Broadcom agreed to acquire CA Technologies (NASDAQ: CA) for $44.50 per share in cash, representing an enterprise value of $18.9 billion -- a premium of approximately 20% to the closing price of CA common stock on July 11, 2018.

CA, which was founded by Charles Wang and Russell Artzt in 1976 and formerly known as Computer Associates,  is one of the world's leading providers of information technology (IT) management software and solutions. The company is based in New York City and is primarily known for its B2B mainframe, distributed computing, and enterprise software.

Broadcom notes that CA benefits from predictable and recurring revenues with the average duration of bookings exceeding three years.

Hock Tan, President and Chief Executive Officer of Broadcom, said, "This transaction represents an important building block as we create one of the world's leading infrastructure technology companies. With its sizeable installed base of customers, CA is uniquely positioned across the growing and fragmented infrastructure software market, and its mainframe and enterprise software franchises will add to our portfolio of mission critical technology businesses. We intend to continue to strengthen these franchises to meet the growing demand for infrastructure software solutions."

Monday, August 20, 2018

Cumulus Linux runs on Broadcom Trident 3 switches

Cumulus Networks announced support for switching platforms powered by the new Broadcom Trident 3 (TD3) ASIC.

Key capabilities:

  • Simplified EVPN operations: built-in simplicity on different technological layers, thus reducing human errors and downtime.
  • Scale and robustness in data and control plane: The EVPN solution on Trident 3 supports VXLAN routing/tunneling in a single pass at 100/25 GbE line rate, supporting both symmetric as well as asymmetric routing
  • Switch platform: The Trident 3 family of programmable switches are 3.2Tbps and 2Tbps devices designed for data center, enterprise, and service provider networks transitioning to high-density 10/25/100G Ethernet. Trident 3’s programmability allows new enhancements to VXLAN-EVPN, such as VXLAN-GBP, to roll out via a field upgrade, avoiding forklift upgrades and providing investment protection
  • Investment protection: The Cumulus and Broadcom solutions maximize ROI through investment protection with interoperability, flexible positioning and re-use of resources, making it easier for customers to migrate spine devices downstream in the future to operate at the top of rack leaf switches, if and when needed.

“Cumulus Networks and Broadcom have been building network architectures for years, empowering the data center switching market and providing operators with greater control over their infrastructure resources,” said JR Rivers, CTO and Co-founder of Cumulus Networks. “This Cumulus Linux support for Broadcom supports our goal of bringing even more modern, scalable networks to more organizations around the world.”

Cumulus raises $43 million for its open networking

Cumulus Networks, which offers a Linux operating system environment for open networking, announced $43 million in new funding. Cumulus plans to expand its sales force and invest in growing its marketing programs, with a particular focus on reaching new customers in EMEA and Asia Pacific.

Cumulus's mission is "to free customers from expensive proprietary network stacks and bring the automation, agility and scalability of web-scale networks to companies of all sizes."

The company cited the following recent milestones:

  • During 2017, the company signed over 350 new customers and now serves more than 800 customers, including over a third of the Fortune 50.
  • Growth outside the U.S. was particularly strong. Cumulus tripled its business in the Asia Pacific region and more than doubled its business in EMEA during 2017.
  • Cumulus Networks debuted in the Visionaries quadrant of the 2017 Gartner Magic Quadrant for Data Center Networking.
  • In October 2017, Cumulus was inducted into the Innovation Hall of Fame by JP Morgan Chase.
  • During 2017, the company released new solutions including NetQ, a telemetry-based fabric validation system; Host Pack, software essentials for the host enabling web-scale networking for containers, microservices and more; and Cumulus in the Cloud, a personal virtual data center to build and test network designs and operations.

Monday, July 16, 2018

Arrcus builds Network OS for white box data center infrastructure

Arrcus, a start-up based in San Jose, California, emerged from stealth to unveil its software-driven, hardware agnostic network operating system for white boxes.

Arrcus said it sees an opportunity to help enterprises transform the way they manage their networks, liberating them from vertically integrated proprietary solutions and opening the door to horizontally diversified choices of best-in-class silicon and hardware systems.

The company's new ArcOS networking operating system has been ported to both Broadcom’s StrataDNX Jericho+ and StrataXGS Trident 3 switching silicon platforms.

ArcOS is built on a modular micro-services paradigm and offers advanced Layer 3 routing capabilities. Key elements include a hyper-performance resilient control plane, an intelligent, programmable Dataplane Adaptation Layer (DPAL), a data-Model Driven Telemetry for Control Plane, Data Planes and Environmental, and a consistent YANG/OpenConfig APIs for easy programmatic access.  These capabilities in conjunction with Broadcom’s StrataDNX Jericho+ platform enable the support for the full BGP internet routing table.

Arrcus cites the following use cases:

  • Spine-Leaf Clos for Datacenter workloads
  • Internet Peering for CDN providers and ISPs
  • Resilient Routing to the Host
  • Massively Scalable Route-Reflector clusters in physical/container form-factors

Arrcus also announced $15 million in Series A funding from General Catalyst and Clear Ventures. Advisors include include Pankaj Patel, former EVP and CDO of Cisco; Amarjit Gill, serial entrepreneur who founded and sold companies to Apple, Broadcom, Cisco, EMC, Facebook, Google, and Intel; Farzad Nazem, former CTO of Yahoo; Randy Bush, Internet Hall of Fame, founder Verio (basis of NTT’s DataCenter Business); Fred Baker, former Cisco Fellow, IETF Chair and Co-Chair of the IPv6 Working Group; Nancy Lee, ex-VP of People at Google, and Shawn Zandi, Director, Network Engineering at LinkedIn.

“We use ‘network different’ as our fundamental approach to enable the freedom of choice through our product innovation and challenging the status quo.  Arrcus has assembled the world’s best networking technologists, is bringing new capabilities, and changing the business model to make it easier to design, deploy, and manage large scale networking solutions for our customers,” stated Arrcus co-founder and CEO Devesh Garg.

  • Arrcus is headed by Devesh Garg, who previously was president of EZchip (acquired by Tilera) and founding CEO of Tilera (acquired by EZchip). He also served at Bessemer Venture Partners and Broadcom. Other Arrcus co-founders include Keyur Patel, who was a Distinguished Engineer at Cisco; and Derek Yeung, a former Principal Engineer at Cisco.

Wednesday, July 11, 2018

Broadcom to acquire CA Technologies for $18.9 billion

Broadcom agreed to acquire CA Technologies (NASDAQ: CA) for $44.50 per share in cash, representing an enterprise value of $18.9 billion -- a premium of approximately 20% to the closing price of CA common stock on July 11, 2018.

CA, which was founded by Charles Wang and Russell Artzt in 1976 and formerly known as Computer Associates,  is one of the world's leading providers of information technology (IT) management software and solutions. The company is based in New York City and is primarily known for its B2B mainframe, distributed computing, and enterprise software.

Broadcom notes that CA benefits from predictable and recurring revenues with the average duration of bookings exceeding three years.

Hock Tan, President and Chief Executive Officer of Broadcom, said, "This transaction represents an important building block as we create one of the world's leading infrastructure technology companies. With its sizeable installed base of customers, CA is uniquely positioned across the growing and fragmented infrastructure software market, and its mainframe and enterprise software franchises will add to our portfolio of mission critical technology businesses. We intend to continue to strengthen these franchises to meet the growing demand for infrastructure software solutions."

"We are excited to have reached this definitive agreement with Broadcom," said Mike Gregoire, CA Technologies Chief Executive Officer. "This combination aligns our expertise in software with Broadcom's leadership in the semiconductor industry. The benefits of this agreement extend to our shareholders who will receive a significant and immediate premium for their shares, as well as our employees who will join an organization that shares our values of innovation, collaboration and engineering excellence. We look forward to completing the transaction and ensuring a smooth transition."




Trump blocks Broadcom's proposed takeover of Qualcomm

President Trump signed an executive order prohibiting Broadcom from acquiring Qualcomm or proceeding with any substantially equivalent merger, acquisition, or takeover of the firm whether effected directly or indirectly.

The order cited "credible evidence" that Broadcom, along with its partners, subsidiaries, or affiliates, impairs the national security of the United States.

Trump said he was taking this action upon review of a recommendation from the Committee on Foreign Investment in the United States.

Broadcom issued a statement saying it was reviewing the order.

Qualcomm issued a statement saying all of Broadcom’s director nominees are also disqualified from standing for election as directors of Qualcomm. 'the company will reconvene its 2018 Annual Meeting of Stockholders on the earliest possible date. Stockholders of record on January 8, 2018 will be entitled to vote at the meetin

Wednesday, April 4, 2018

Broadcom is now officially a U.S. company

Broadcom officially completed the redomiciliation process to change from a Singapore company to a Delaware corporation. Broadcom is now officially headquartered in San Jose, California. It has over 8,500 employees in 35 states.

The change in residency is expected to lead to several hundred million dollars in additional U.S. taxes.

Effective as of the close of trading on April 4, 2018, all issued ordinary shares of Broadcom Limited have been exchanged on a one-for-one basis for newly issued shares of common stock of Broadcom Inc. Broadcom Inc. common stock will begin trading on April 5, 2018, and the company's trading symbol on NASDAQ will remain unchanged as "AVGO."

The completion of our redomiciliation to the United States marks an important milestone in our company's history as Broadcom has been an American company in every respect but our legal domicile. As I said when we announced our intention to redomicile from the Oval Office in November 2017, we believe that America is once again the best place for Broadcom to do business," Hock Tan, Broadcom's President and Chief Executive Officer.

Monday, March 12, 2018

Trump blocks Broadcom's proposed takeover of Qualcomm

President Trump signed an executive order prohibiting Broadcom from acquiring Qualcomm or proceeding with any substantially equivalent merger, acquisition, or takeover of the firm whether effected directly or indirectly.

The order cited "credible evidence" that Broadcom, along with its partners, subsidiaries, or affiliates, impairs the national security of the United States.

Trump said he was taking this action upon review of a recommendation from the Committee on Foreign Investment in the United States.

Broadcom issued a statement saying it was reviewing the order.

Qualcomm issued a statement saying all of Broadcom’s director nominees are also disqualified from standing for election as directors of Qualcomm. 'the company will reconvene its 2018 Annual Meeting of Stockholders on the earliest possible date. Stockholders of record on January 8, 2018 will be entitled to vote at the meeting.

Broadcom’s Terabit Monterey Chip extends Ethernet to LTE and 5G Radios

Broadcom introduced a terabit-class Ethernet switching chip designed for high-capacity cellular fronthaul networks.

The Broadcom Monterey Ethernet switch (BCM56670) targets Ethernet-based 5G radios and while also supporting existing CPRI-based radios.

It supports the IEEE’s new 802.1CM (Time-Sensitive Networking for Fronthaul) standard, which provides an Ethernet synchronization solution, CPRI-to-Ethernet bridging, and nanosecond-scale jitter and delay control.

IEEE 802.1CM specifies how to carry cellular radio traffic over Ethernet, It relies on pre-emption, Synchronous Ethernet, and the 1588 Precision Timing specification.

Broadcom said its Monterey silicon offers an order-of-magnitude increase in synchronization accuracy by moving time stampers from Ethernet MAC to SerDes I/O, exceeding 3GPP, IEEE, and ITU-T specifications for 4G & 5G networks.

Monterey Ethernet switch key attributes:

  • Transports CPRI across standard Ethernet
  • Enables cellular-system designers to leverage the merchant-silicon-based Ethernet ecosystem
  • Connects directly to new Ethernet-based radios and installed CPRI-based radios
  • Terabit-class capacity to meet the 10x increase in capacity needed by 5G networks
  • Serves as a critical component in building mobile-edge computing platforms
  • Hardware support for key 5G requirements, including nanosecond-scale synchronization

“We are very pleased to announce another ground-breaking solution that addresses fundamental problems and opens a new, major market for our switching products,” said Ram Velaga, vice present and general manager, Switch Products at Broadcom. “The Monterey Ethernet switch is an excellent example of Broadcom’s deep commitment to 5G innovation and strategic R&D investment.”
Sampling is underway.

Wednesday, March 7, 2018

Broadcom's Jericho2 switch-routing chip boasts 10 Tbps capacity

Broadcom announced commercial availability of its Jericho2 and FE9600 chips, the next generation of its StrataDNX family of system-on-chip (SoC) Switch-Routers.

The Jericho2 silicon boasts 10 Terabits per second of Switch-Router performance and is designed for high-density, industry standard 400GbE, 200GbE, and 100GbE interfaces. Key features include the company's "Elastic Pipe" packet processing, along with large-scale buffering with integrated High Bandwidth Memory (HBM).

The new device is shipping within 24 months from its predecessor Jericho+., Jericho2 delivers 5X higher bandwidth at 70% lower power per gigabit.

In addition to Jericho2, Broadcom is shipping FE9600, the new fabric switch device with 192 links of the industry's best performing and longest-reach 50G PAM-4 SerDes. This device offers 9.6 Terabits per second fabric capacity, a delivers 50% reduction in power per gigabit compared to its predecessor FE3600.

“The Jericho franchise is the industry’s most innovative and scalable silicon used today in various Switch-Routers by leading carriers,” said Ram Velaga, Broadcom senior vice president and general manager, Switch Products. “I am thrilled with the 5X increase in performance Jericho2 was able to achieve over a single generation. Jericho2 will accelerate the transition of carrier-grade networks to merchant silicon-based systems with best-in-class cost/performance.”

Tuesday, March 6, 2018

Broadcom delivers 400G Reverse Gearbox

Broadcom announced commercial availability of a 400G gearbox device for hyperscale data center and cloud applications.

The new BCM81724 device, which is Broadcom’s 4th generation gearbox, is an 8x56-Gbps PAM-4 to 16x25-Gbps NRZ forward and reverse gearbox, designed to enable next-generation high-performance switches with PAM-4 I/Os to connect to the large existing ecosystem of switches and plug-in modules with NRZ interface.

It can also be configured as an 8x56-Gbps PAM-4 retimer to extend high-speed copper and optical links in modern networks.

Broadcom said the availability of new switch ASICs and ASSPs such as its Tomahawk 3, provides a bridge connecting the high-bandwidth 400G PAM-4 interface of the switch to the NRZ interface on existing 100G QSFP28 optical modules. Further, given the general availability of copper-based NRZ modules supporting 100 Gbps in existing systems, it is essential to have a reverse gearbox that enables next-generation switches to connect to these modules.

“With the introduction of switches such as the Tomahawk 3 with 56G I/Os that are critical to meeting the rapidly increasing bandwidth needs in today’s cloud computing and hyper-scale data center environments, the BCM81724 is essential to interface these next generation high density switches to the existing 100G optical module ecosystem,” said Lorenzo Longo, senior vice president and general manager of the Physical Layer Products Division at Broadcom. “Built with proven PAM-4 SerDes that are foundational to Broadcom’s state-of-the-art switch processor chips, both merchant silicon and ASICs, our 16nm PAM-4 Reverse Gearbox provides the most robust and essential bridge for the end-to-end solutions driving faster time to market for our customers and expanding bandwidth capacity of next generation networks.”

Broadcom delivers its 12.8 Tbps Tomahawk 3 switching silicon

Broadcom announced commercial shipments of its StrataXGS Tomahawk 3 Ethernet switch silicon boasting 12.8 Terabits/sec in a single device -- double that of any other switching chip currently in the market.

Tomahawk 3 paves the way for high-density, standards-based 400GbE, 200GbE, and 100GbE switching and routing for hyperscale cloud networks. The latest gen silicon is expected to be adopted by leading network equipment OEMs as well as by hyperscale cloud companies.

Third party companies cited in the product announcement included Microsoft, Alibaba, Arista Networks, Baidu, Juniper Networks, LinkedIn, Tencent, Accton, Celestica, Delta Networks, Quanta, Applied Optoelectronics, Foxconn Interconnect Technologies, Intel Silicon Photonics, and Luxtera.

The new chip, which arrives 14 months after Broadcom introduced its 6.4Tbps product generation, offers 40% lower power consumption per 100GbE switch port and up to 75% lower cost per 100GbE switch port.

Key features of the StrataXGS Tomahawk 3 Series:

  • Supports 32 x 400GbE, 64 x 200GbE, or 128 x 100GbE line-rate switching and routing on a single chip
  • Delivers 40% reduction in power per 100Gbps, and up to 75% lower cost per 100Gbps, versus alternatives
  • New, state-of-the-art, integrated 12.8Tbps shared-buffer architecture offers 3X to 5X higher incast absorption and provides the highest performance and lowest end-to-end latency for RoCEv2 based workloads
  • Broadview Gen 3 integrated network instrumentation feature set and software suite provides full visibility to network operators into packet flow behavior, traffic management state, and switch internal performance
  • Supports all packet processing and traffic management requirements for next-gen hyperscale network use cases: >2X IP route forwarding scale, 2X ECMP scale, Dynamic Load Balancing and Group Multipathing, In-Band Network Telemetry, Elephant Flow detection and re-prioritization
  • Robust connectivity using 256 instances of the best performing and longest-reach 50G PAM-4 integrated SerDes core, enabling long-reach (LR) East-West optical links and Direct-Attached-Copper (DAC) in-rack cabling in the data center, fully compliant to new IEEE standards for 50/100/200/400GbE
  • Implemented on proven, high-volume 16nm process technology node, ensuring fastest time to CY2018 production network deployment for hyperscale customers 


Monday, March 5, 2018

Qualcomm postpones shareholder meeting

Qualcomm will postpone its shareholders' annual meeting from 06-March-2018 until 05-April-2018.

Reportedly, Qualcomm secretly filed a voluntary request with the Committee on Foreign Investment in the U.S. (CFIUS) asking for a preemptive investigation of Broadcom's proposed merger. This request has now resulted in an order to postpone the shareholder meeting which could have resulted in a new board of directors.

Broadcom described the postponement as "a blatant, desperate act by Qualcomm to entrench its incumbent board of directors and prevent its own stockholders from voting for Broadcom's independent director nominees."

Wednesday, February 21, 2018

Broadcom trims its offer for Qualcomm to $79 per share

Broadcom trimmed its offer to acquire Qualcomm from $82 to $79 per share, but said it is still committed to pursuing the deal. The offer consists of $57 in cash and $22 in Broadcom shares.

The decision to cut the price follows Qualcomm's decision to increase its offer to acquire NXP Semiconductor from $110 to $127.50 per share.

Broadcom's proposed merger agreement otherwise remains unchanged, including the $8 billion regulatory reverse termination fee and 6% per annum (net of dividends) ticking fee accruing from and after the 12-month anniversary of the date of the merger agreement.

Tuesday, February 20, 2018

Broadcom rethinks its options with Qualcomm

Broadcom is evaluating its options following Qualcomm's decision to raise its offer price for NXP Semiconductors to $127.50 per share.

Broadcom said the price increase "demonstrates the Qualcomm board's disregard for its fiduciary duty to maximize value for Qualcomm stockholders" and that it transfer $6.2 billion of value from Qualcomm shareholders to NXP shareholders.                       

Friday, February 16, 2018

Qualcomm rejects Broadcom's $82 offer after meeting

For a second time, the Board of Directors of Qualcomm formally turned down Broadcom's $82 per share "best and final" acquisition offer saying the bid "materially undervalues Qualcomm and has an unacceptably high level of risk, and therefore is not in the best interests of Qualcomm stockholders." This second rejection comes after members of Qualcomm’s Board and its senior management team met with Broadcom.

Paul E. Jacobs, chairman of Qualcomm's Board, posted a public letter to Broadcom's president and CEO, Mr. Hock Tan, in which he states two additional objections: potential divestitures that might be required by market regulators to gain approval for the acquisition, and potential changes to Qualcomm's valuable licensing business that Qualcomm views as problematic and not permitted under antitrust laws.

The letter leaves the door open to further discussions with Broadcom if these objections can be overcome.

Saturday, February 10, 2018

Broadcom's CEO seeks Qualcomm meeting

Broadcom's CEO Hock Tan published an open letter to Dr. Paul E. Jacobs, Executive Chairman of Qualcomm, seeking an urgent meeting to discuss Qualcomm's decision to reject the latest acquisition bid from Broadcom.

Mr. Tan reiterated that $82 per Qualcomm share is a "best and final offer" but said the agreement is highly favorable to Qualcomm and its stockholders and includes an $8 billion regulatory reverse termination fee and a 6% per annum regulatory ticking fee on the cash portion of the merger consideration (net of dividends). 

Monday, February 5, 2018

Broadcom sweetens its bid for Qualcomm

Broadcom boosted its unsolicited bid to acquire Qualcomm to $121 billion, or $82 per share, consisting of $60.00 in cash and the remainder in Broadcom shares.

Broadcom described the bid as its "best and final offer", saying that it is prepared to pay to Qualcomm "a significant "reverse termination fee" in an amount appropriate for a transaction of this size in the unlikely event we are unable to obtain required regulatory approvals."

Several conditions were placed on the new offer, including that Qualcomm completes its own acquisition of NXP on current terms or that this merger be sracapped. A second condition is that Qualcomm not delay or adjourn its annual meeting past March 6, 2018.

Wednesday, January 31, 2018

Broadcom brings new Ethernet programmability with open source logical table software

Broadcom is introducing a new approach to Ethernet switch configuration that makes use of open source software to allow network hard vendors, OS vendors and even enterprise network managers to monitor, analyze, and provision switch resources through a standard software interface.

This capability is enabled by a new Software Development Kit Logical Table (SDKLT) for Broadcom switch ASICs that leverages table-based programming, where all the device physical resources such as MAC Address Tables, L3 route tables, TCAMs, etc. are exposed as logical tables. Device-specific information is stored in databases and not embedded in the APIs. Device-specific behavior is managed by logical tables through a small set of APIs. Broadcom said this approach introduces new ways to monitor, analyze and provision switch resources, all through industry standard automation tools. The company is making this logical table programmability available as an open source SDK.

Broadcom's first open source offering of the SDKLT is for BCM56960 Tomahawk switch, which is widely used in data center top-of-rack (TOR) switches. The SDKLT open source code is posted on GitHub. The open source code and the Logical Table APIs are released under Apache 2.0 license. The software is designed for High Availability (HA) including support for Soft Error Recovery, Warmboot, and In Service Upgrades.

“The SDKLT brings a fresh, state-of- the-art software development approach to the broader community of network software developers where they can now fully and directly control and monitor the rich switch feature set optimized for SDN and cloud use cases,” said Ram Velaga, senior vice president and general manager of switching products.

Thursday, January 11, 2018

Broadcom's 12.8 Tbps Tomahawk 3 in perspective

Broadcom describes its Tomahawk 3 as a quantum leap in switch power and cost efficiency for next-gen hyperscale data centres. There are four arguments for this: (1) Tomahawk3 offers scalable forwarding for container networking based on rich tunneling support and support for segment routing (2) Scale-Out, Configurable Load Balancing & Multipathing, which provide traffic load adaptive capabilities in the switch (3) Broadview Gen3 network instrumentation based on in-band telemetry with per-packet timestamping and mirroring (4) 40% reduced Watt/Gbps thanks to the chip’s 16nm geometry.

Broadcom’s BroadView software generates network analytics directly from the switching silicon, providing a way for network telemetry to collected.

Tomahawk3 also brings a high-performance integrated SerDes on chip, specifically, up to 256 x 50G-PAM4/25G-NRZ Dual-Mode SerDes. This enables 50G PAM-4 Based Ethernet Speeds, including 50GbE (1-lane), 100GbE (2-lane), 200GbE (4-lane), and 400GbE (8-lane). High-density port configurations for hyperscale spine switches based on the 12.8 Tbps Tomahawk3 could be:
  •         128 x 100GE
  •         64 x 200GE
  •         32 x 400GE

Broadcom is also offering an 8.0 Tbps version of the Tomahawk3 that could be used for 100G Top-of-rack switches with the following port combinations:
  •         80 x 100GE
  •         48 x 100GE + 8 x 400GE or 16 x 200GE
  •         96 x 50GE + 8 x 400GE or 16 x 200GE


The Broadcom universe

Finally, its worth considering the wide scope of partners and customers in the Broadcom switching ecosystem.



Till this point, pretty much all the major switch OEMs/ODMs are aboard. The big cloud vendors are building their own switches in-house but with Broadcom silicon. If there has been competitive pressure for this type of switch, mostly it would be from manufacturers opting to build switching ASICs in-house rather than rely on Broadcom solution. But there are a few start-ups attempting to enter the market.

Innovium will soon launch a 12.8 Tbps switch

In March 2017, Innovium, a start-up based in San Jose, California and backed by $90 million in venture funding, announced plans for a new line of TERALYNX scalable Ethernet silicon for data centers switches with aggregate capacity options at 12.8Tbps, 9.6Tbps, 6.4Tbps and 3.2Tbps performance points. Though the chips have yet to begin shipping to our knowledge at least, in an updated blog posting this week, Innovium revealed that initial its initial systems will be available in early part of 2018 and that the company expects its customer and partners to disclose further details at that time. Innovium says it has active engagements with leading customers across all categories: Cloud, OEMs & ODMs.

Innovium’s TERALYNX silicon promises support for 10/25/40/50/100/200/400GbE Ethernet standards. It will deliver 128 ports of 100GbE, 64 ports of 200GbE or 32 ports of 400GbE in a single device.

From the Innovium Ethernet switching silicon spec sheet:
  •         12.8Tbps, 9.6Tbps, 6.4Tbps and 3.2Tbps single chip performance options at packet sizes of 300B or smaller
  •         Single flow performance of 400Gbps at 64B minimum packet size, 4x vs alternatives
  •         70MB of on-chip buffer for superior network quality, fewer packet drops and substantially lower latency compared to off-chip buffering options
  •         Up to 128 ports of 100GbE, 64 ports of 200GbE or 32 ports of 400GbE, which enable flatter networks for lower Capex and fewer hops
  •         Support for cut-through with best-in-class low latency of less than 350ns
  •         Programmable, feature-rich INNOFLEX forwarding pipeline
  •         Comprehensive layer 2/3 forwarding and flexible tunneling including MPLS
  •         Large table resources with flexible allocation across L2, IPv4 and IPv6
  •         Line-rate, standards-based programmability to add new/custom features and protocols
  •         FLASHLIGHT telemetry and analytics to enable autonomous data center networks
  •         Extensive visibility and telemetry capabilities such as sFlow, FlexMirroring along with highly customizable extra-wide counters
  •         P4-INT in-band telemetry and extensions to dramatically simplify end to end analysis
  •         Advanced analytics enable optimal resource monitoring, utilization and congestion control allowing predictive capabilities and network automation

Innovium was co-founded by Rajiv Khemani, formerly COO of Cavium; Puneet Agarwal, former Senior Director and Distinguished Engineer at Broadcom; and Mohammad Issa, previously VP Engineering at Broadcom. Its investors include Greylock Partners, Walden International, Capricorn Investment Group, S-Cubed Capital, Redline, and Qualcomm Ventures.

Barefoot is shipping a 6.5 Tbps switching chip

Barefoot Networks, a start-up based in Palo Alto, California and backed by over $130 million in venture funding including an investment from Google, is already shipping a 6.5 Tbps version of its “Tofino” user programmable switching silicon. The silicon is designed for user programmability via the open-source P4 programming language.

Barefoot has previously stated that its technology is being adopted by large enterprises and telecommunications providers to increase network performance and efficiency through leveraging programmable forwarding plane technology.

One publicly disclosed example is AT&T, which has tested Barefoot’s Tofino and In-band Network Telemetry (INT) to gain deep insight into the network down to packet-level. Barefoot stated that it has recently worked with AT&T and SnapRoute to deliver what it believes is the first real-time path and latency visualisation.

Earlier this month, Barefoot introduced “Deep Insight” software, which can run on commodity servers and in a network powered by switches based on the "Tofino" programmable switch chip to interpret, analyze and pinpoint packet telemetry. Using stateful baselining of a network's performance, the company says its software automatically filters out irrelevant data, detecting only anomalies at any time scale and with nanosecond resolution. The Deep Insight software can track the sequence of switches the packet visited along its path, the set of rules it matched upon at every switch along the way, the time it spent buffered in every switch, to the nanosecond, and the packets, flows and application that the packet shared each queue with.

Barefoot Networks was co-founded by Nick McKeown, a Stanford professor and co-founder of Nicira (acquired by VMware), Martin Izzard, Pat Bosshart, and Dan Lenoski VP Engineering. In February 2017, Barefoot named Craig Barratt as President and Chief Executive Officer.  Barratt joined Barefoot from Alphabet and Google, where he was Senior Vice President at Google and Chief Executive Officer of Alphabet’s Access business, which includes the Google Fiber broadband internet service. Prior to Google, he served as President of Qualcomm Atheros.

See also