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