Market Insight : Broadcom Leads the $30 Billion ASIC Boom with Stronger Market Position Against Marvell
Market Insight : Broadcom Leads the $30 Billion ASIC Boom with Stronger Market Position Against Marvell Market Insight : Broadcom Leads the $30 Billion ASIC Boom with Stronger Market Position Against Marvell Company Overview The semiconductor industry is witnessing a significant boom in the Application-Specific Integrated Circuit (ASIC) market, projected to reach $30 billion in 2025. Broadcom has emerged as a dominant player leading this surge with strong technical and fundamental positioning, particularly outpacing competitors such as Marvell. Both companies have secured advanced 2nm AI ASIC wins, but Broadcom’s stronger market stance suggests a more stable upside potential, while Marvell’s prospects remain more speculative despite solid design performances. Technical Indicator Breakdown and Analysis (as of 2025-06-18) EMA 12: 141.19859 - The 12-day Exponential Moving Average indicates the short-term price trend smoothing recent price fluctuations for...