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Serenity: Nvidia is the "kingmaker" in the ASIC market, with companies like Marvell gradually eroding Broadcom's share.

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Mars Finance News, July 3 – Serenity posted that he has a personal "conspiracy theory" viewpoint, namely that NVIDIA CEO Jensen Huang may not like Broadcom (AVGO), and believes that ASIC challengers among NVIDIA's allies are gradually eating into Broadcom's ASIC market share. Marvell (MRVL), MediaTek, AlChip, GUC, and other companies seem to be slowly cutting into Broadcom's ASIC market share. He believes this process is advancing in a relatively low-key manner with NVIDIA's support. He compares this phenomenon to the rise of emerging cloud service providers last year, which he sees as an extension of the NVIDIA ecosystem to some extent, used to counter the moat formed by cloud service providers' self-developed ASICs. The overall ASIC market is clearly still growing, but many challengers appear to be taking on more projects related to hyperscale cloud service providers, possibly with NVIDIA's backing. Serenity stated that this is not investment advice, but he thinks it could be an interesting two-year trading opportunity. However, after 2030, he expects companies like Google to internalize more design work. He also said that NVIDIA is clearly the "kingmaker," and any company touched by NVIDIA will be repriced by the market, such as previous remarks about Marvell becoming a "trillion-dollar company."
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