智通财经网·2025-12-06 12:58Core Viewpoint - Microsoft is in discussions with Broadcom to design custom chips, potentially shifting its business from Marvell to Broadcom, highlighting a strategic move to reduce reliance on Nvidia amid the AI boom [1]. Group 1: Custom Chip Demand - The demand for custom chips is surging as companies like Microsoft accelerate AI product development, with Nvidia currently dominating the semiconductor market [1]. - Tech companies are seeking to diversify their chip supply chains to reduce dependence on a single supplier [1]. Group 2: Competitive Landscape - The competition in the custom chip market is intensifying, with various chip manufacturers vying for tech giants' orders [1][2]. - Broadcom is viewed as a strong contender to challenge Nvidia's market dominance, leveraging its technological capabilities and scale [2]. - Marvell has adopted strategies such as waiving some upfront engineering design fees to secure more business from Meta, indicating the competitive tactics in the market [2].