Broadcom's Hock Tan dismisses optics as “bright, shiny objects” while championing copper and saying “we are the lead in CPOs.” Marvell's Matt Murphy says scale‑out co‑packaging is “relatively limited” but scale‑up will shift “in a pretty big way,” backed by an acquisition of up to $5.5 billion. Both executives frame their postures to match capital incentives, leaving the real outcome to customer deployments.