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

- Show: [The Circuit](https://hardwarepodcasts.com/podcast/the-circuit)
- Published: 2026-03-10
- Length: 55m
- Episode: 158
- Page: https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news
- Listen: https://share.transistor.fm/s/1796fcce

## Summary

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.

## Chapters

- [0:06](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=6) Introduction: Broadcom and Marvell Earnings Overview
- [4:02](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=242) Broadcom's AI Revenue Guidance and Custom ASIC Customers
- [13:36](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=816) Copper vs. Optical Interconnects and Nvidia's Bet
- [25:04](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=1504) Marvell's Position in Amazon's Tranium Supply Chain
- [32:14](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=1934) Alibaba's Qwen Team Shakeup and Compute Shortages
- [41:31](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=2491) Apple's Mac Neo, Affordable iPhones, and Market Share Strategy
- [51:08](https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news#t=3068) Apple M5 Pro/Max Chiplet Architecture and Design

## Topics

- [Chips, FPGAs & semiconductors](https://hardwarepodcasts.com/topic/chips-and-fpgas)
- [Retail, wholesale & distribution](https://hardwarepodcasts.com/topic/retail-and-distribution)
- [Sourcing & supply chain](https://hardwarepodcasts.com/topic/sourcing-and-supply-chain)
- [Pricing, margins & unit economics](https://hardwarepodcasts.com/topic/pricing-and-unit-economics)
- [Manufacturing partners & offshoring](https://hardwarepodcasts.com/topic/manufacturing-partners)

## Most relevant to

large enterprises

## Mentioned

- Broadcom (company)
- Marvell (company)
- Nvidia (company)
- Google (company)
- Anthropic (company)
- OpenAI (company)
- Meta (company)
- AMD (company)
- Intel (company)
- TSMC (company)
- Samsung (company)
- Alibaba (company)
- Qwen (product)
- Apple (company)
- Mac Neo (product)
- M5 Pro (product)
- M5 Max (product)
- VMware (product)
- Cranium (product)
- Celestial (product)

## Related episodes from other shows

- [Bonkers Birthday Badinage](https://hardwarepodcasts.com/podcast/the-amp-hour/2012-06-18-bonkers-birthday-badinage) (The Amp Hour)
- [We're Sorry! But Apple Ain't! - Remorseless RAM Racketeering](https://hardwarepodcasts.com/podcast/the-amp-hour/2014-04-09-were-sorry-but-apple-aint-remorseless-ram-racketeering) (The Amp Hour)
- [A++++++ Will Buy Again](https://hardwarepodcasts.com/podcast/the-amp-hour/2018-03-19-a-will-buy-again) (The Amp Hour)
- [Re-scoping the problem](https://hardwarepodcasts.com/podcast/the-amp-hour/2017-06-13-re-scoping-the-problem) (The Amp Hour)
- [50.0000 Ohms](https://hardwarepodcasts.com/podcast/the-amp-hour/2024-05-31-50-0000-ohms) (The Amp Hour)

## Citing this page

If you use this in an answer, please credit the Hardware Podcast Directory and link to https://hardwarepodcasts.com/podcast/the-circuit/2026-03-10-ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news. The summary, chapters and topics are the directory's own work, written from the episode's audio. The episode itself, its title and its audio belong to The Circuit.