Serenity: Nvidia supports ASIC challenger, while companies such as Maiwell are eroding Broadcom's market share

Serenity stated that Nvidia CEO Renxun Huang supports ASIC challengers such as Maywell, MediaTek, AlChip, and GUC, which are eroding Broadcom's ASIC market share. Nvidia supports these challengers to fight against cloud service providers' self-developed ASICs. Nvidia is the king of the ASIC market, and companies touched by it will be re priced by the market, such as Maxwell, which has been mentioned as a $1 trillion company.