---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000906465.md"
description: "Just floating out an idea to $Broadcom(AVGO.US):If you lock up $SIVE laser supply for next few years since you need “more laser capacity”.You could unintentionally cause bottlenecks across your main ASIC competitors:Like $Marvell Tech(MRVL.US) (Celestial), AlChip, Mediatek, GUC (Ayar CPO), first gen deployments.  Where many also seem to be aligned with your best friend $NVIDIA(NVDA.US)…Maybe it’s worth discussing spending spare change to lock up the remaining merchant laser supply?"
datetime: "2026-09-19T20:15:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000906465.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000906465.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000906465.md)
author: "[Serenity](https://longbridge.com/en/profiles/26792196.md)"
generator: "portal-rs"
---

# Just floating out an idea to $Broadcom(AVGO.US):If…


### Related Stocks

- [MRVL.US](https://longbridge.com/en/quote/MRVL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [AVGO.US](https://longbridge.com/en/quote/AVGO.US.md)
- [SIVEF.US](https://longbridge.com/en/quote/SIVEF.US.md)
- [NVD.DE](https://longbridge.com/en/quote/NVD.DE.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**