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,...
283 Views
TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.
​TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.
673 Views
Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions
America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to...
432 Views
The Rise of Amazon's Trainium 2
In my opinion, this week’s big news in the semiconductor industry is the ramp of Trainium. It’s a bit subtle, but I will walk you through the...
326 Views
Marvell Technology Inc (MRVL) - Tuesday, Jul 30, 2024
Marvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026
224 Views