Broadcom, every mention
8 scenes (2025) · ← back to Broadcom
tap a year for its mentions
every year 2025 anyone Ben Gilbert 15David Rosenthal 9Brinton Johns 1Brendan Eich 1
Verbatim, from the transcripts: the passages where Broadcom comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 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.
Google Part II: Alphabet (Audio) · Acquired
- ▶ 2:47:37 David Rosenthal And this is a partnership with HTC, Motorola, Samsung, LG, T-Mobile, Sprint, Qualcomm, Intel, Broadcom, and Texas Instruments.
TSMC founder Morris Chang · Acquired
- ▶ 1:04:49 David Rosenthal You were the one finding the NVIDIA's, the Jensen's, the Broadcom's, the Next.
TSMC · Acquired
- ▶ 0:47 Ben Gilbert They make the chips for a whole bunch of other fabless companies like Qualcomm, AMD, Broadcom, and hyperscalers like AWS.
- ▶ 1:06:27 David Rosenthal Broadcom.
- ▶ 1:17:16 David Rosenthal You know, little companies like Qualcomm, Broadcom, Marvell, NVIDIA, these are all started with TSMC.
- ▶ 1:34:31 David Rosenthal You know, Qualcomm, Broadcom, MediaTek, Apple.