AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Episode 48: Qualcomm - Broadcom
Acquired
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.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode