Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?

In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI market, a domain currently “dominated” by Broadcom (AVGO) and Marvell (MRVL). There’s far more to the story, though. They break down the definitions and types of semiconductors out there, including general purpose chips (merchant silicon) and Application Specific Integrated Circuits (ASICs) and the use cases, especially for generative AI. They also explore NVIDIA's existing ASIC business, and consider whether its activities pose a real threat to Broadcom and Marvell, and whether the reported figures quoted by the media are entirely accurate when discussing the market share that Broadcom and Marvell actually have in ASIC development. Stay tuned for our Enphase (ENPH) and solar energy episode later this week, as well as quarterly updates from some of our favorite cos including Arista Networks (ANET), Lattice Semiconductor (LSCC), and Cadence Design Systems (CDNS)! 00:00 Introduction and NVIDIA's Move into ASICs 00:41 Understanding ASICs and Merchant Silicon 02:47 The Role of ASICs in Cloud Computing and AI 05:27 NVIDIA's Existing ASIC Business 08:01 Broadcom and Marvell's ASIC Market Dominance 10:51 The Misconception of Replacing NVIDIA 12:42 The Collaborative and Competitive Nature of the Market 13:13 The Importance of IP in the Semiconductor Industry 👉👉Craving exclusive perks and a deeper dive into the awesome content you already love? Level up your investing experience with our Membership! Join the party in our private Discord channel, where you can geek out with fellow fans, chat directly with us, and forge epic friendships. Plus, unlock exclusive access to downloadable PDFs of every show's notes, so you can revisit key points, laugh at inside jokes, and become a walking encyclopedia of all things Chip Stock Investor. And to top it off, rock custom emojis and badges that scream "superfan"! Don't just watch, become part of the community. Join the Membership today and unlock a world of exclusive fun! Join at Youtube: https://www.youtube.com/channel/UC3aD-gfmHV_MhMmcwyIu1wA/join Join on Ko-Fi: https://ko-fi.com/chipstockinvestor/tiers If monthly membership isn't your thing, don't worry, you can purchase our show notes in our Ko-Fi shop. https://ko-fi.com/chipstockinvestor/shop👈👈 If you missed our Semiconductor Industry Flow 2024 and chip industry manual, you can purchase it here:👉 https://ko-fi.com/s/90c74a988a. Get your investment journey off on the right foot to kick off the new year. Check us out on our website: chipstockinvestor.com We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off👇 https://mainstreetdata.com/subscription?via=chipstockinvestor Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Broadcom and Marvell Technology