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Serenity: Nvidia is the 'Kingmaker' in the ASIC Market, While Marvell and Others Gradually Erode Broadcom's Share

AirdropBlackHole
On July 3, Serenity published a post expressing a personal 'conspiracy theory' viewpoint that Nvidia CEO Jensen Huang may not favor Broadcom (AVGO) and believes that ASIC challengers among Nvidia's allies are gradually eroding Broadcom's ASIC market share. Companies like Marvell (MRVL), MediaTek, AlChip, GUC, and others seem to be slowly entering Broadcom's ASIC market share. He suggests that this process is being advanced in a relatively low-key manner with Nvidia's support. He likens this phenomenon to the rise of emerging cloud service providers last year, suggesting that they have, to some extent, become an extension of Nvidia's ecosystem to counter the moat formed by cloud 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, potentially backed by Nvidia. Serenity states that this is not investment advice, but he believes it could be an interesting trading opportunity over the next two years. However, he anticipates that after 2030, companies like Google may internalize more design work. He also noted that Nvidia is clearly a 'kingmaker,' and any company it touches will be repriced by the market, referencing previous comments about Marvell becoming a 'trillion-dollar company.'
NVDA4.06%
AVGO-0.27%
MRVL-3.13%
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