Hardware Podcasts

Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

The Circuit · 10 Mar 2026 · 55m · Episode 158

What this episode covers

Ben Bajarin and Jay Goldberg analyze Broadcom's earnings, highlighting a $100 billion AI semiconductor revenue target for 2027 driven by custom ASICs for customers like Google, Anthropic, and OpenAI. They discuss Marvell's continued relevance in Amazon's Tranium supply chain and the industry-wide shift from copper to optical interconnects, noting Broadcom's strategic positioning in both. The hosts also cover Apple's launch of the affordable Mac Neo and new iPhones, arguing that Apple's supply chain mastery allows it to capture market share from Windows and Android competitors by offering high-spec devices at lower price points.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Broadcom, Marvell, Nvidia, Google, Anthropic, OpenAI, Meta, AMD, Intel, TSMC, Samsung, Alibaba, Apple
Products
Qwen, Mac Neo, M5 Pro, M5 Max, VMware, Cranium, Celestial

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