Broadcom, every mention

15 scenes (said by Ben Gilbert) · ← back to Broadcom

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Verbatim, from the transcripts: the passages where Broadcom comes up

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▶ 3:37:17 Ben Gilbert Google has to still pay some margin to their chip hardware partner, Broadcom, that handles a lot of the work to actually make the chip interface with TSMC.
▶ 3:37:26 Ben Gilbert I have heard that Broadcom has something like a 50% margin.

▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.

▶ 1:45:42 Ben Gilbert Uh, so Qualcomm loses a lawsuit with Broadcom in 2009, has to pay nine hundred million dollars.
▶ 1:47:20 Ben Gilbert So that's the Broadcom model.
▶ 1:47:22 Ben Gilbert So it's interesting to say, okay, what is Broadcom at this point?
▶ 1:47:25 Ben Gilbert Broadcom is actually a company called Avago, where the CEO of that basically made a bet and said, I think the semiconductor industry is no longer experiencing growth.
▶ 1:47:57 Ben Gilbert So Avago buys Broadcom, takes Broadcom's name, buys some other stuff like LSI Logic.
▶ 1:48:10 Ben Gilbert Um, and, and it's really the, the Broadcom strategy is to roll up
▶ 1:48:23 Ben Gilbert Broadcom is borrowing lots and lots of debt to make the acquisitions that they're making and then squeezing them for profitability.
▶ 1:48:59 Ben Gilbert Um, but we were talking about Broadcom,
▶ 1:49:01 Ben Gilbert In 2018, Broadcom comes in and tries to do a hostile takeover at a one hundred and seventeen billion dollar valuation.
▶ 1:49:31 Ben Gilbert At the Singapore-based Broadcom was sort of joined at the hip with Huawei.
▶ 2:07:35 Ben Gilbert He tried to take the company private through a buyout, uh, when there was all this sort of tumult about is it gonna be bought by Broadcom, all this stuff, and the board said, um, if you're gonna try and make a hostile takeover and LBO the…

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