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EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0

The Circuit

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Silicon Strategies: Tech Giants in Focus

This chapter explores the strategic decisions of major tech companies like Google, Amazon, and Facebook in the semiconductor industry, particularly their initiatives in custom silicon development. It discusses the challenges, competitive dynamics, and economic implications of chip design, highlighting varying success levels among these companies. Furthermore, it emphasizes the importance of leveraging software and unique design capabilities over merely reducing margins to drive innovation and profitability.

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