Recent #Marvell news in the semiconductor industry

about 1 month ago

➀ The TP-Link TX401 10Gbase-T PCIe network adapter features a Marvell AQC113-B1-C controller, supporting 10GbE/5GbE/2.5GbE speeds with PCIe Gen3 x4 interface;

➁ Testing showed standard performance with iperf3 benchmarks, achieving expected throughput for a low-power (3-5W) consumer-grade solution;

➂ Designed for compact systems like mini-PCs and NAS units, it offers cost-effective 10Gbase-T connectivity but lacks advanced offload features found in datacenter NICs.

MarvellPCIeTP-Link
about 1 month ago

➀ MikroTik launched the CRS812-8DS-2DQ-2DDQ, a 1U switch featuring 2x400GbE QSFP56-DD ports, 2x200GbE QSFP56 ports, and 8x50GbE SFP56 ports, powered by Marvell's 98DX7335 chip and an Annapurna Labs AL52400 quad-core ARM CPU;

➁ Priced at $1,295, it targets high-performance networking with support for PAM4 56Gs signaling and includes low-cost 400Gbps QSFP-DD optics ($159);

➂ Designed for advanced users, the switch may appeal to AI/GPU clusters like NVIDIA DGX Spark, with 130-140W power consumption and dual PSU/fan modules for redundancy.

Marvell
2 months ago

➀ Marvell showcased advanced memory technologies at Hot Chips 2025, including dense 2nm SRAM with 17x higher bandwidth density than standard IP, leveraging TSMC's 2nm process and optimized Vmins for lower power consumption;

➁ The company introduced custom HBM solutions using die-to-die interfaces to reduce on-chip area and power, collaborating with major HBM suppliers to enhance AI accelerator compatibility;

➂ Marvell also demonstrated high-capacity DDR memory expanders with integrated Arm Neoverse v2 CPUs and hardware security, improving latency and bandwidth for large-scale AI workloads.

2nmHBMMarvell
7 months ago

➀ The MikroTik RDS2216-02XG-4S+4XS-2XQ is a 1U system that combines a network switch, routing functions, NAS, and server functions into a single box.

➁ It features a Marvell switch with 10GbE, 100GbE, and 25GbE capabilities, along with an Annapurna Labs Arm CPU for server and NAS operations.

➂ The system includes space for 22 SSDs, with 20x front-accessible NVMe SSDs and 2x internal SATA M.2 SSDs, but has limitations in drive bay size and PCIe connectivity.

ArmMarvellNASNetworkingSwitchserverstorage
8 months ago

➀ Marvell showcased its first 2nm silicon wafer IP designed for next-generation AI and cloud infrastructure;

➁ The wafer, produced using TSMC's 2nm process, is part of Marvell's platform for developing custom XPU, switches, and other technologies to enhance cloud service providers' global operations;

➂ Marvell's platform strategy focuses on developing a comprehensive semiconductor IP product portfolio, including SerDes, chip-to-chip interconnects, advanced packaging technologies, and custom high-bandwidth memory (HBM) computing architectures;

➃ Marvell also introduced 3D synchronous bidirectional I/O with speeds up to 6.4 Gbits/second for connecting vertically stacked chips within a single die;

➄ The company expects custom silicon to account for about 25% of the accelerated computing market by 2028;

➅ Marvell's 2nm platform is tailored for TSMC's 2nm process technology and includes technologies for developing cloud-optimized accelerators, Ethernet switches, and digital signal processors;

➆ Marvell's custom HBM computing architecture allows XPU to achieve higher computing and memory density;

➇ The new architecture enhances XPU performance by serializing and accelerating the I/O interface between the AI computing accelerator silicon wafer and the HBM wafer;

➈ Marvell's custom AI accelerator architecture integrates XPU computing silicon wafers, HBM, and other chips with Marvell's 3D SiPho engine on the same substrate;

➉ Marvell has been a pioneer in changing interconnect technology, focusing on improving the performance, scalability, and cost-effectiveness of accelerated infrastructure.

Marvell
8 months ago

➀ MikroTik has introduced a new device, the RDS2216, which combines a U.2 NAS, a 100GbE, 25GbE, and 10GbE switch, and a lightweight Arm server into a single 1U machine.

➁ The device features 20x U.2 NVMe drives and a variety of networking options including 100GbE, 25GbE, and 10GbE ports.

➂ It is powered by a Marvell 98DX4310 chip and an Annapurna Labs (part of Amazon) 16-core Arm CPU.

ArmMarvellNetworkingserverstorage
10 months ago
➀ The article discusses the current state of server technology in 2025, including CPU core counts, networking speeds, SSD and HDD capacities, server memory, and AI-specific GPUs. It mentions the latest offerings from AMD, Intel, NVIDIA, Broadcom, and others. ➁ It highlights the trends in server technology, such as the increasing number of CPU cores, the rise of 400Gbps networking, and the growth in SSD capacities. ➂ The article also touches on the future of server technology, including the expected advancements in CPU performance, networking, and storage.
AIAMDBroadcomGPUHDDIntelKioxiaMarvellMicronNVIDIANetworkingSSDcpumemoryserver
11 months ago

➀ Marvell's market capitalization surpassed $100 billion for the first time after releasing its Q3 fiscal year 2025 financial results;

➁ Marvell's ASIC business is a key driver of its growth, with over 2,000 custom chips designed over 25 years;

➂ Marvell's custom AI chip services are becoming a major revenue source, with significant partnerships and a goal of capturing 20% of the $40 billion custom chip market in data centers;

➃ Marvell's interconnect business is growing rapidly, with advancements in PAM4 SerDes technology and optical interconnect solutions;

➄ Marvell's 3nm optical DSP and 5nm PCIe retimer products are set to drive future growth;

➅ Marvell's 51.2T Ethernet switch, Teralynx 10, is designed for low power and high performance in data center environments;

➆ Marvell's focus on AI and data center technologies is expected to continue driving growth and market capitalization.

ASICInterconnectMarvellsemiconductor
11 months ago
➀ Marvell has announced a significant multi-year and multi-product win at AWS; ➁ The win includes custom AI products, optical digital signal processors (DSPs), active electrical cable (AEC) DSPs, PCIe retimers, data center interconnect (DCI) optical modules, and Ethernet switching silicon solutions; ➂ The deal is a competitive win against Broadcom and Astera Labs in various parts of the business.
AWSData centerMarvellNetworkingOptical Modulessemiconductor
about 1 year ago
➀ Marvell's visibility of accelerated growth became clearer after the Q1 2025 earnings release; ➁ The Data Center (DC) division saw a sequential revenue growth of 7.9%, accelerating from 6.7% in Q1 2025; ➂ No signs of slowing down in数据中心 investments, with recent highlights including Microsoft's agreement and BlackRock's AI fund; ➃ Marvell's order volume of 800G PAM and 400ZR data center interconnect products remained stable in Q2 2025, and production of 800G DSP for AEC will increase; ➄ Analysts expect Marvell's EBITDA to grow 27% in FY25 and 60% in FY26, with a current growth rate of about $26 billion.
Data centerMarvellrevenue growth
about 1 year ago
➀ Sehat Sutardja, the founder of Marvell and the pioneer of Chiplet concept, passed away at the age of 63 due to sudden illness; ➁ Sutardja and his wife Weili Dai were known as the 'Swordsman and Dragoness' of the chip industry; ➂ Sutardja's contribution to the semiconductor industry, including the Marvell MoChi module chip technology in 2015, laid the foundation for the Chiplet concept; ➃ The Chiplet concept involves integrating different types of chips, dividing SoC into smaller chips, and integrating them using advanced packaging technology; ➄ The Chiplet concept is considered a new solution to address the challenges of Moore's Law and advanced process technology.
ChipletMarvellsemiconductor industry