EP 123: Marvell ASIC TAM, ASIC Challenges Remain, More Semi 2.0
The Circuit
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Navigating the Uncertainties of ASIC Revenue and Client Commitments
This chapter explores the challenges Marvell faces in its ASIC production for major clients like Amazon and Microsoft, focusing on uncertain timelines and pricing models. The discussion highlights the need for careful evaluation before committing resources to innovative projects, reflecting the unpredictability of revenue forecasts in the tech industry.
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