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

• 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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