$60-90bn AI compute & networking SAM across 3 players? The underlying math.
As the team gets ready for a deserved break, we wanted to leave our readers with our perspective on the $60-90bn SAM Broadcom discussed on their last earnings call, which has been, in our view, largely misunderstood.Broadcom, via its subsidiaries, is a designer, developer and supplier of a range of semiconductor and infrastructure software solutions. The company develops semiconductor devices with a focus on digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products. The company provides products that are used in end products such as enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, and factory automation. The company has three segments: semiconductor solutions, infrastructure software and intellectual property licensing.
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