P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
๊ฐ์
April 2023
964 ํ๋ก์ ์ค 68.6K ํฌ
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 TPU๐
$AVGO $MRVL $GOOGL
๋ ๋ณด๊ธฐ
