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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2025-03-10
- Length: 46m
- Episode: 109
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices
- Listen: https://share.transistor.fm/s/52ac9623

## Summary

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.

## Chapters

- [0:05](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=5) Introduction: MWC Observations and Industry Relevance
- [2:46](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=166) MWC Attendance, Telecom Trends, and Software Shifts
- [11:53](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=713) Qualcomm's 6G Positioning and Network Processor Debates
- [20:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=1206) Marvell Earnings: Amazon, Alibaba, and Stock Volatility
- [34:06](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=2046) Broadcom's Diversified AI ASIC Strategy and Acquisitions
- [42:11](https://hardwarepodcasts.com/podcast/the-circuit/2025-03-10-episode-108-mwc-observations-mrvl-and-avgo-earnings-apples-new-devices#t=2531) Apple M3 Ultra Mac Studio and Unified Memory for AI

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Connected products & IoT](https://hardwarepodcasts.com/topic/connected-products-and-iot)
- [Industrial & consumer product design](https://hardwarepodcasts.com/topic/industrial-design)
- [Policy, trade & tariffs](https://hardwarepodcasts.com/topic/policy-trade-and-tariffs)
- [Leadership, teams & culture](https://hardwarepodcasts.com/topic/leadership-and-culture)

## Most relevant to

large enterprises

## Mentioned

- Mobile World Congress (other)
- Qualcomm (company)
- Huawei (company)
- Nokia (company)
- Ericsson (company)
- Marvell (company)
- Broadcom (company)
- Alibaba (company)
- T-Head (product)
- Amazon (company)
- Apple (company)
- Mac Studio (product)
- M3 Ultra (chip)
- M4 (chip)
- Open RAN (other)
- Siva (company)
- Aduna (company)

## Related episodes from other shows

- [Whither Semiconductors? The Wheels on the Bus Go ‘Round and ‘Round](https://hardwarepodcasts.com/podcast/ee-times-current/2021-07-16-whither-semiconductors-the-wheels-on-the-bus-go-round-and-round) (EE Times Current)
- [More Than Moore | Ford Bets on Mobileye | The SRN1 serial G-12-4](https://hardwarepodcasts.com/podcast/ee-times-current/2020-07-24-more-than-moore-ford-bets-on-mobileye-the-srn1-serial-g-12-4) (EE Times Current)
- [How to Build a Metaverse](https://hardwarepodcasts.com/podcast/ee-times-current/2021-11-05-how-to-build-a-metaverse) (EE Times Current)
- [Get Ready For Season 4 of Moore's Lobby](https://hardwarepodcasts.com/podcast/moores-lobby/2022-03-01-get-ready-for-season-4-of-moores-lobby) (Moore's Lobby)
- [Interview: AMD CTO Papermaster | Interview: Imagination CEO Black | Where to Invest in 2020](https://hardwarepodcasts.com/podcast/ee-times-current/2020-01-24-interview-amd-cto-papermaster-interview-imagination-ceo-black-where-to-invest-in) (EE Times Current)

## Citing this page

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