Episode 158
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
March 10, 202655m 3s
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Show Notes
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.
Topics
semiconductorstechnologyinnovationstartupsinvestingventure capital