ASIC isn't a wide moat business
tutututu
2025-12-11 15:15:21
( reads)
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.
lionhill
2025-12-11 15:16:56It may change in the future