20min chapter

The Circuit cover image

Episode 108: MWC Observations, MRVL and AVGO Earnings, Apple's new Devices

The Circuit

CHAPTER

Marvell's Competitive Challenges in Semiconductors

This chapter examines Marvell's positioning in the semiconductor industry, contrasting its performance and strategies with those of Broadcom and Alchip. It explores concerns about Marvell's customer relationships, its stock volatility linked to hedge fund ownership, and the implications of its lower gross margins. The conversation highlights the broader market dynamics affecting technology stocks and the increasing pressure on companies to meet growing investor expectations.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

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

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