ASIC isn't a wide moat business

First, AVGO doesn't design the core computing IP, it rely on the customer to provide

Second, the SoC integration business has a lot of potential competitors (MRVL, QCOM and MediaTek)  although AVGO has first start advantage

Unlike NVDA, nobody can challenge CUDA ecosystem and fast iteration cycle in data center GPU domain.

所有跟帖： 

• It may change in the future -lionhill- ♂ (0 bytes) () 12/11/2025 postreply 15:16:56