In this podcast episode, the focus is on Marvell and Broadcom's Analyst Days as they navigate the fast-changing AI semiconductor market. Both companies are pivoting to meet the growing demand for customized data center solutions driven by AI technology. Marvell is emphasizing its identity as a data center leader, showcasing its unique high-bandwidth memory (HBM) products as a major strength. Meanwhile, Broadcom highlighted its vast serviceable addressable market for custom silicon, reinforcing its critical role in AI, especially through its networking capabilities and active mergers and acquisitions. The conversation also explores the challenges of tracking market share in this dynamic environment, where custom solutions and a variety of competitors are on the rise.
Sign in to continue reading, translating and more.
Continue
