The Information Reported Google Has Been Working To Replace Broadcom Chips With Those From Marvell Technology
Portfolio Pulse from Charles Gross
Google is reportedly working on replacing Broadcom chips with those from Marvell Technology in its devices. This could potentially impact the revenues and market share of the involved companies.
September 21, 2023 | 8:50 am
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NEGATIVE IMPACT
Broadcom could potentially lose a significant customer in Google, which could negatively impact its revenues and stock price.
Broadcom's loss of Google as a customer could lead to a significant decrease in its revenues and negatively impact its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Google's move to replace Broadcom chips with Marvell's could potentially lead to cost savings and improved performance in its devices.
Google's decision to switch to Marvell chips could potentially lead to cost savings and improved performance in its devices, which could positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100
POSITIVE IMPACT
Marvell Technology could potentially gain a significant customer in Google, which could positively impact its revenues and stock price.
Marvell's potential gain of Google as a customer could lead to a significant increase in its revenues and positively impact its stock price.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 100