Broadcom launched its 3.5D XDSiP platform for custom AI accelerators, enhancing performance, efficiency, and integration capabilities.
Quiver AI Summary
Broadcom Inc. has announced the launch of its 3.5D eXtreme Dimension System in Package (XDSiP™) technology, designed to help consumer AI clients create next-generation custom accelerators (XPUs). This innovative platform integrates over 6000 mm2 of silicon and can support up to 12 high bandwidth memory (HBM) stacks, facilitating high-efficiency, low-power computing for AI applications. Notably, Broadcom has introduced the industry's first Face-to-Face (F2F) 3.5D XPU, addressing the demanding computational requirements for training generative AI models. The 3.5D XDSiP provides significant enhancements in signal density, power efficiency, and reduced latency by leveraging advanced 3D stacking and optimized interconnect technologies. As Broadcom collaborates with partners like TSMC and Fujitsu, the platform is set for production shipments starting February 2026, marking a crucial development in the evolution of high-performance computing.
Potential Positives
- Broadcom has successfully launched the industry's first 3.5D eXtreme Dimension System in Package (XDSiP) platform technology, positioning itself as an innovator in advanced semiconductor packaging.
- The new 3.5D XDSiP platform significantly enhances performance with a 7x increase in interconnect density and a 10x reduction in power consumption, making it a compelling offering for consumer AI markets.
- Broadcom has established strong partnerships with TSMC and Fujitsu, indicating collaborative strengths that may lead to future innovations and market opportunities in the AI sector.
- The platform has already gained adoption from a majority of Broadcom’s consumer AI customers, with production shipments anticipated to start in February 2026, signaling strong market interest and demand.
Potential Negatives
- Concerns about the reliance on TSMC's advanced process nodes for the 3.5D XDSiP platform may expose Broadcom to supply chain vulnerabilities, especially given the complexities involved in chip manufacturing.
- The mention of significant efficiency and cost improvements raises the question of whether Broadcom's previous technologies were insufficient, potentially leading to doubts about the company's earlier product offerings.
- The timeline for production shipments starting in February 2026 indicates a long lead time, which could make the company less competitive in a rapidly evolving AI landscape where speed to market is critical.
FAQ
What is Broadcom's 3.5D XDSiP technology?
Broadcom's 3.5D XDSiP platform integrates silicon and high bandwidth memory, enabling efficient, low-power AI computing solutions.
How does the 3.5D technology improve performance?
The 3.5D platform enhances interconnect density, reduces power consumption, and minimizes latency between components, leading to superior performance.
When will production shipments of the 3.5D XDSiP begin?
Production shipments of Broadcom's 3.5D XDSiP technology are scheduled to start in February 2026.
What advantages does the Face-to-Face (F2F) method provide?
The F2F method offers dense connections with minimal electrical interference, exceptional mechanical strength, and greater power efficiency.
What markets will benefit from Broadcom's 3.5D platform?
Broadcom's 3.5D XDSiP platform will benefit AI applications, cloud computing, data centers, and other high-performance technology markets.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
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Full Release
PALO ALTO, Calif., Dec. 05, 2024 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced the availability of its 3.5D eXtreme Dimension System in Package (XDSiP™) platform technology, enabling consumer AI customers to develop next-generation custom accelerators (XPUs). The 3.5D XDSiP integrates more than 6000 mm 2 of silicon and up to 12 high bandwidth memory (HBM) stacks in one packaged device to enable high-efficiency, low-power computing for AI at scale. Broadcom has achieved a significant milestone by developing and launching the industry's first Face-to-Face (F2F) 3.5D XPU.
The immense computational power required for training generative AI models relies on massive clusters of 100,000 growing to 1 million XPUs. These XPUs demand increasingly sophisticated integration of compute, memory, and I/O capabilities to achieve the necessary performance while minimizing power consumption and cost. Traditional methods like Moore's Law and process scaling are struggling to keep up with these demands. Therefore, advanced system-in-package (SiP) integration is becoming crucial for next-generation XPUs. Over the past decade, 2.5D integration, which involves integrating multiple chiplets up to 2500 mm² of silicon and HBM modules up to 8 HBMs on an interposer, has proven valuable for XPU development. However, as new and increasingly complex LLMs are introduced, their training necessitates 3D silicon stacking for better size, power, and cost. Consequently, 3.5D integration, which combines 3D silicon stacking with 2.5D packaging, is poised to become the technology of choice for next-generation XPUs in the coming decade.
Broadcom’s 3.5D XDSiP platform achieves significant improvements in interconnect density and power efficiency compared to the Face-to-Back (F2B) approach. This innovative F2F stacking directly connects the top metal layers of the top and bottom dies, which provides a dense and reliable connection with minimal electrical interference and exceptional mechanical strength. Broadcom’s 3.5D platform includes IP and proprietary design flow for efficient correct-by-construction of 3D die stacking for power, clock and signal interconnects.
Key Benefits of Broadcom's 3.5D XDSiP
- Enhanced Interconnect Density: Achieves a 7x increase in signal density between stacked dies compared to F2B technology.
- Superior Power Efficiency: Delivers a 10x reduction in power consumption in die-to-die interfaces by utilizing 3D HCB instead of planar die-to-die PHYs.
- Reduced Latency: Minimizes latency between compute, memory, and I/O components within the 3D stack.
- Compact Form Factor: Enables smaller interposer and package sizes, resulting in cost savings and improved package warpage.
Broadcom’s lead F2F 3.5D XPU integrates four compute dies, one I/O die, and six HBM modules, leveraging TSMC's cutting-edge process nodes and 2.5D CoWoS® packaging technologies. Broadcom's proprietary design flow and automation methodology, built upon industry-standard tools, has ensured first-pass success despite the chip’s immense complexity. The 3.5D XDSiP has demonstrated complete functionality and exceptional performance across critical IP blocks, including high-speed SerDes, HBM memory interfaces, and die-to-die interconnects. This accomplishment underscores Broadcom's expertise in designing and testing complex 3.5D integrated circuits.
“Advanced packaging is critical for next generation XPU clusters as we hit the limits of Moore’s Law. In close collaboration with our customers, we have created a 3.5D XDSiP platform on top of the technology and tools from TSMC and EDA partners,” said Frank Ostojic, Senior Vice President and General Manager, ASIC Products Division, Broadcom. “By stacking chip components vertically, Broadcom's 3.5D platform enables chip designers to pair the right fabrication processes for each component while shrinking the interposer and package size, leading to significant improvements in performance, efficiency, and cost.”
“TSMC and Broadcom have collaborated closely over the past several years to bring together TSMC’s most advanced logic processes and 3D chip stacking technologies with Broadcom’s design expertise,” said Dr. Kevin Zhang, Senior Vice President of Business Development & Global Sales and Deputy Co-COO, Taiwan Semiconductor Manufacturing Company. “We look forward to productizing this platform to unleash AI innovations and enable future growth.”
“With over a decade-long partnership, Fujitsu and Broadcom have successfully brought multiple generations of high-performance computing ASICs to the market,” said Naoki Shinjo, SVP and Head of Advanced Technology Development, Fujitsu. “Broadcom’s latest 3.5D platform enables Fujitsu’s next-generation 2-nanometer Arm-based processor, FUJITSU-MONAKA, to achieve high performance, low power consumption and lower cost.”
With more than five 3.5D products in development, a majority of Broadcom’s consumer AI customers have adopted the 3.5D XDSiP platform technology with production shipments starting February 2026. For more information on Broadcom’s 3.5D custom compute platform, please click here .
About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a global technology leader that designs, develops, and supplies a broad range of semiconductor, enterprise software and security solutions. Broadcom's category-leading product portfolio serves critical markets including cloud, data center, networking, broadband, wireless, storage, industrial, and enterprise software. Our solutions include service provider and enterprise networking and storage, mobile device and broadband connectivity, mainframe, cybersecurity, and private and hybrid cloud infrastructure. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, go to www.broadcom.com.
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Press Contact:
Khanh Lam
Broadcom Global Communications
press.relations@broadcom.com
Telephone: +1 408 433 8649