Super informative - could you elaborate on the difference between the businesses of Cisco/Arista Networks and the likes of Broadcom/Marvell? You describe them as all being part of the networking segment encompassing switches and routers, but do they compete directly?
Great question. Cisco and Arista design the networking equipment (switches, routers). Marvell & Broadcom design the semiconductors that go into that networking equipment. So, no they don't compete directly.
Great job Eric.
Thank you!
Its a complex industry but a very interesting one and also one of the most important industries, if not the most important industrie.
Asianometry and also Chipstockinvestor.com are good resources to understand the Semiconductor industry
I'm learning about the semiconductor Ecosystem for 2 years now, also invested.
An ETF like SMH can be a good idea to start.
Good overview, you made it less complicated 😉
I just read it straight through. Absolutely fantastic breakdown. Now I will dive into each segment in detail.
Thank you Ann! Glad it was helpful.
Genius!! Is there a PDF version of this ?
A nifty piece of work, Eric.
This was incredibly useful! Thanks for creating this simple yet comprehensive breakdown.
You just learnt a Semiconductor Industry 101 in less than 1 hour
Super informative - could you elaborate on the difference between the businesses of Cisco/Arista Networks and the likes of Broadcom/Marvell? You describe them as all being part of the networking segment encompassing switches and routers, but do they compete directly?
Great question. Cisco and Arista design the networking equipment (switches, routers). Marvell & Broadcom design the semiconductors that go into that networking equipment. So, no they don't compete directly.
Fantastic work.
Thanks Andy!
Very informative. Thank you.
Glad it was helpful!