Broadcom CEO Hock Tan: Competing Outside Your Lead Market Gets You 'Your Ass Kicked'

zephyr_z9 · x · 2026-10-09

Broadcom CEO Hock Tan laid out his strategy: pick product lines and market verticals where you already have scale and a technology lead, then reinvest aggressively to sustain it. In his view, most semiconductor markets already have an incumbent leader, so entering to compete wastes resources and ends with getting "your ass kicked" after a few years. The poster notes this is classic talking-his-book commentary.

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