# Ep 155: Broadcom/Marvell Earnings, Copper to Fiber, and Apple News!

Page: https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news
Text version: https://stenobird.com/podcast/the-circuit-5928182/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news.md
Podcast: [The Circuit](https://stenobird.com/podcast/the-circuit-5928182)
Published: 2026-03-10T18:32:22+00:00
Episode link: https://share.transistor.fm/s/1796fcce
Audio file: https://media.transistor.fm/1796fcce/1e67954d.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-circuit-5928182/episodes/ep-155-broadcom-marvell-earnings-copper-to-fiber-and-apple-news
Duration seconds: 3303

## Resource

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.

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## Transcript

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