These 2 companies own the un-bypassable intellectual property driving the next generation AI PCs. It does not matter which PC brand wins the retail marketing wars. Marvell & Broadcom act as the toll collectors on the internal highway systems of every AI PC manufactured.
Marvell completely dominates the design of high speed PCI Express Gen 6 & Gen 7 storage controllers. These controllers have fundamentally transformed how fast internal computer components can pass data to each other.
Broadcom is the master of co-packaged custom silicon. It holds a near monopoly on hyper advanced Physical Layer (PHY) & custom ASIC connectivity designs.
Broadcom simply collects high margin, recurring licensing taxes & component fees from chip developers before a computer is even sold.
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