[Adobe's CFO departing for Marvell](https://www.marketwatch.com/story/adobes-cfo-is-departing-for-marvell-and-its-one-more-reason-for-investors-to-choose-chips-over-software-336b9e16?mod=mw_rss_topstories) isn't a talent grab—it's a siren call. When your finance leader jumps ship to semiconductors mid-cycle, they're making a forensic bet: chip companies can still generate real cash conversion. Software vendors can't.

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