Meet Kevin on $AVGO (Oct 29, 2026)
Broadcom leads ASICs with a 60% share and is a heavyweight in copper communications, with some ambitions in optics; the speaker admires its CEO and favors owning both Broadcom and Marvell, disclosing he holds both.
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"Look, we'll use lasers, but we prefer copper," says Broadcom's CEO. Well, I actually admire the CEO of Broadcom. I think he is a very humble man .
Broadcom holds a 60% share of the application-specific integrated circuits (ASIC) market. Ah, Broadcom has captured 60% of the ASIC market.
ASICs are highly customized. It is clear from its name, "specific" . Application-specific integrated circuits.
So, Broadcom is the leader here. Broadcom says: "Look, we're going to keep using copper for as long as possible. In fact, we have some new copper products that can work very quickly. We're in a good position for a while."
Do you know exactly what the CEO of Broadcom said? He says, "Well, he was asked about optical fibers, wasn't he?" This is his exact statement. I wrote that down . ... Regarding optics, oh, I try to avoid shiny, sparkly things."
He is clearly joking here because optical fibers are bright and shiny.
Anyway, I admire this man. I actually think he is an intelligent man. I think the answer is to buy both, right ? Such as Broadcom and Marvel. This is not personal advice. I have investments in both companies. For the sake of complete transparency.
But Broadcom uses it to manufacture Tensor Processing Units (TPUs) for Google.
Broadcom has some ambitions in optics, but as far as copper communications is concerned , it's a heavyweight.
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