微软与博通洽谈定制芯片合作，或取代Marvell供应商地位

Core Viewpoint - Microsoft is in talks with Broadcom to design custom chips, potentially shifting from its current supplier Marvell, amid rising demand for semiconductors driven by AI product expansion [1] Group 1: Microsoft and Broadcom Collaboration - Microsoft is negotiating with Broadcom for a partnership to design future custom chips [1] - If the collaboration is successful, Microsoft will transition from Marvell to Broadcom as its custom chip supplier [1] - The discussions are fueled by the increasing demand for custom chips as companies like Microsoft seek to enhance their AI product offerings [1] Group 2: Market Dynamics - NVIDIA currently dominates the semiconductor market, while Broadcom is viewed as a strong potential competitor [1] - Marvell has recently agreed to waive some upfront engineering costs for chip design in an effort to secure more business from Meta [1] - Meta plans to launch its custom chip by 2027, indicating ongoing developments in the custom chip sector [1]