"Where is BCM56990B0KFLGG in stock?"
There are more people looking for BCM56/58 series products in the market! "
In the chip market, Broadcom has created a new batch of "Internet celebrities".
The price of BCM56990B0KFLGG has risen to more than 4,000 US dollars per piece, making it difficult to get the goods. It is reported that there were terminals on the market in January this year, but the price was too high and only a small amount was sold. Until a large terminal suddenly started looking for large quantities of spot goods, many traders sensed this opportunity and began to focus on these chips.
Where are this series of chips used? Why is everyone looking for it? Is this a good opportunity to seek business?
01
More than 200,000 yuan each
Switch chips rising in popularity
Broadcom's BCM56990B0KFLGG has been the most popular recently, and its price has now risen to more than 4,000 US dollars.
This chip belongs to Broadcom's BCM56990 series (Tomahawk 4). It is a type of high-radix, high-bandwidth network switch chip that provides high-bandwidth and seamless network connections up to 25.6 Tb/s on a single chip. Single-chip solutions for data center top-of-rack, aggregation, edge and spine switches, data center fixed and chassis/modular switches, deep learning networks, NVMe storage disaggregation.
Friends who sell Broadcom chips said that with the popularity of BCM56990 on the market, there is also related demand for BCM56870, 88790 and other series of switch chips.
Their supply is facing shortage, and the delivery time is basically 50 weeks. BCM56870A0KFSBG is temporarily out of stock on DigiKey, Avnet, Mouser and other platforms, and BCM88790CB0KFSBG shows zero inventory.
All these needs may be related to AI.
Search Broadcom's official website. These chips are high-bandwidth and are very suitable for servers/data centers (including AI).
02
Why Broadcom?
Broadcom's Tomahawk 4 chip has long been regarded as a symbol of the volume of 400Gbps optical modules. As early as 2014, when it released its first 100G switching chip (Tomahawk 1), Broadcom has been able to double its bandwidth approximately every two years. , has always maintained a leading position in the data center network chip market.
Broadcom is famous for its two major product lines - StrataXGS and StrataDNX. They have their own characteristics and together constitute Broadcom's strong competitiveness in the data center field.
03
Does anyone really buy it?
Data center/AI has fueled Broadcom's demand for switch chips in the spot market. However, judging from everyone's current feedback, there is not much real demand from end customers in the market, and even fewer orders have been completed.
After a demand arises, the market is full of inquiries from traders. For example, a friend is looking for Broadcom's PHY transceiver for use in ultra-large-scale cloud data centers. The inquiry comes again from traders. It's true. The demand may have been amplified countless times by the market.
These high-end chips from Broadcom are often quoted in the thousands of dollars. The price is already high, and when the price increases, it is naturally "sky-high", which is particularly eye-catching.
Broadcom's overall spot market demand is still weak, and even though inquiries have increased, the order completion rate is still very low. Currently, Broadcom's AI-related chips are still out of stock, and both PCle Switch SS26 and BCM56990 are hard to come by.
There are not as many channels from Broadcom and Netcom chips as there are from TI and ST. There must be only a few who are in touch with real demand and can supply. With the popularity of AI, Broadcom's spot market has indeed made splash, but it is actually difficult for those who are not in this field to get a share of the pie.