GlobalFoundries and Marvell Technology are expanding their silicon photonics collaboration to target next-generation optical interconnects for AI data centers, aiming for 400G-per-lane optics with pow…
Optical interconnects are moving inside the compute tray, targeting the memory tier that carries roughly ten times the scale-up bandwidth per GPU and about one hundred times the scale-out bandwidth, a…
Marvell Technology Inc. (NASDAQ: MRVL) reported fiscal 2026 revenue of $8.195 billion, up 42.09% year over year, and non-GAAP EPS of $2.84, up 81%, with data center revenue accounting for 76% of Q1 FY…
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of …
Broadcom (NASDAQ: AVGO) posted a record $22.2 billion quarter with AI silicon revenue of $10.8 billion, up 143% year over year, while Marvell Technology (NASDAQ: MRVL) reported $2.418 billion in reven…
Marvell Technology (NASDAQ: MRVL) has a 24/7 Wall St. price target of $288.12, implying 21.43% upside from its recent close of $237.27, with a buy recommendation and 90% confidence. The company report…
Co-packaged optics (CPO) are set to become the main driver of bandwidth increases in AI scale-up networking by the latter part of this decade, as copper-based links face range and scaling limitations.…