Hardware Podcasts

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

The Circuit · 10 Mar 2025 · 46m · Episode 109

What this episode covers

Ben Bajarin and Jay Goldberg analyze the declining relevance of Mobile World Congress for semiconductor companies, noting a shift toward AI and data center focus, while highlighting Qualcomm's 6G positioning and Huawei's dominance. They dissect Marvell's recent earnings, explaining its stock drop due to market concerns about the stickiness of its custom ASIC business with Amazon and its competitive position against Alibaba's T-Head. The hosts contrast this with Broadcom's strong performance, attributing its success to a diversified customer base and extensive networking IP portfolio that creates higher switching costs. Finally, they discuss Apple's new M3 Ultra Mac Studio, emphasizing its half-terabyte unified memory as a significant leap for local AI workstations.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Qualcomm, Huawei, Nokia, Ericsson, Marvell, Broadcom, Alibaba, Amazon, Apple, Siva, Aduna
Products
T-Head, Mac Studio
Chips
M3 Ultra, M4
Also
Mobile World Congress, Open RAN

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