Episode 48: Qualcomm - Broadcom
Acquired
00:00
Is There a Third Corner of the Market?
The machine learning, you know, craze going on and all of the growth that's being chased by lots of startups and big companies there in one corner of the market. The fabs themselves are also growing as all this demand is coming online for chips that they're producing. And then you've got this third corner of the Market called legacy large chip designers which have had a big run up over the last 10 years.
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