P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
Joined April 2023
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BofA: Marvell TPU Deal
> Broadcom to retain 55-60% of TPU TAM value share (~$250-350bn)
> Marvell at 10-20% share (~$50-100bn)
> MediaTek at 20-30% share (~$100-150bn)
Despite this deal with Google, Broadcom is expected to remain the TPU👑
$AVGO $MRVL $GOOGL
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