Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Thematic (Sector/Industry)

<ul>
<li>Marvell's technical presentations were longer than expected but well-received, showcasing their differentiation from Broadcom</li>
<li>Marvell has a deep pool of technical talent and a framework for explaining their innovations effectively</li>
<li>Challenges with the custom business model being lumpy and heavily cyclical, with uncertainties in revenue pipelines and scaling projects with hyperscalers</li>
</ul>
This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.


Marvell's technical presentations were longer than expected but well-received, showcasing their differentiation from Broadcom
Marvell has a deep pool of technical talent and a framework for explaining their innovations effectively
Challenges with the custom business model being lumpy and heavily cyclical, with uncertainties in revenue pipelines and scaling projects with hyperscalers

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

<ul><li>The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industry</li><li>Major chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centers</li><li>The telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Mobile World Congress had a record attendance of 110,000 people this year, but some are questioning its relevance in the semiconductor industryMajor chip companies had reduced presence at the event, signaling a shift away from semiconductor topics towards other emerging technologies like AI and data centersThe telecom industry, which the event primarily caters to, is facing challenges with stagnant growth and operators are hesitant to upgrade to 6G, leading to a downbeat atmosphere for equipment suppliers at the event.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

<ul><li>Discussion on the balance between custom ASICs and GPUs in the tech industry</li><li>Concerns about over-excitement towards custom ASICs and potential loss of market share for GPUs</li><li>Considerations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Discussion on the balance between custom ASICs and GPUs in the tech industryConcerns about over-excitement towards custom ASICs and potential loss of market share for GPUsConsiderations of architectural compatibility, innovation adoption, and economic viability for custom ASICs compared to GPUs.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 105: Sanity Check on Custom ASICS?

<ul><li>CES portfolio rebalancing happening at the beginning of the year</li><li>Predictions for semiconductor and tech industry in 2025</li><li>Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhones</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CES portfolio rebalancing happening at the beginning of the yearPredictions for semiconductor and tech industry in 2025Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhonesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 99: Semis Outlook for 2025 - Bullishness Remains

<ul><li>Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloads</li><li>Marvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customers</li><li>Broadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in the future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Marvell and Broadcom are focusing on accelerated infrastructure for data centers, with strong investments in custom silicon solutions for AI workloadsMarvell impresses with a clear vision and roadmap for the future of data centers, while Broadcom shows strong growth potential in AI with key customersBroadcom's strong networking capabilities and custom offerings position them as a major player in the AI market, with potential for further M&amp;A activities in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Marvell Technology (MRVL US)

EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

Marvell's detailed presentations showcased their technical advancements, revenue growth predictions, and challenges in the custom business with...

The Circuit

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

Overall, the speaker reflects on the changing landscape of Mobile World Congress, with a decreased emphasis on semiconductors and a growing focus...

The Circuit

Episode 105: Sanity Check on Custom ASICS?

The episode delves into the debate between custom ASICs and GPUs in the tech industry, highlighting the benefits and drawbacks of each while...

The Circuit

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

The Circuit

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...

The Circuit

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)