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Episode 16: Coming AI Chip Stock Crash? Why Broadcom and Marvell Technology May Not Be As Cyclical As You Think
In this video, Chip Stock Investor discusses why Broadcom (AVGO) and Marvell Technology (MRVL) are not the cyclical semiconductor stocks the market seems to think they are. These two companies have business models that are well-positioned to withstand the ups and downs of the semiconductor market. At a recent investor event, Broadcom CEO Hock Tan explained how his company manages some of the ups-and-downs with selling chips to big data center customers. Broadcom is a leading supplier of semiconductor solutions for the data center, enterprise networking, and carrier infrastructure markets. The…
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