Recent #Marvell news in the semiconductor industry

3 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
3 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
5 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
6 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
6 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.
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8 months 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.
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8 months 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
9 months ago
➀ Intel is reportedly considering selling its programmable chip division, Altera, as part of a cost-cutting plan. ➁ The potential buyer could be Marvell, a leading networking IC design company. ➂ Intel's CEO, Pat Gelsinger, is set to present the cost-cutting plan to the board later this month, which may include halting or stopping expansion projects in Germany.
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