Episode Details
Back to EpisodesEp 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Episode 158
Published 2 months, 3 weeks ago
Description
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.