Episode
Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!
- Podcast
- The Circuit
- Published
- Mar 10, 2026
- Duration seconds
- 3303
- Processing state
not_requested- Canonical source
- https://share.transistor.fm/s/1796fcce
Actions
POST https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
Ben Bajarin and Jay Goldberg analyze the latest earnings reports from Broadcom and Marvell, discuss the future of AI semiconductors, optical vs copper interconnects, and Apple's strategic moves in affordable devices. They explore industry trends, supply chain dynamics, and technological innovations shaping the semiconductor and consumer electronics markets.