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Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI market, a domain currently “dominated” by Broadcom (AVGO) and Marvell (MRVL). There’s far more to the story, though. They break down the definitions and types of semiconductors out there, including general purpose chips (merchant silicon) and Application Specific Integrated Circuits (ASICs) and the use cases, especially…
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