Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
Podcast: The CircuitPublished On: Tue Mar 10 2026
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.
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