ENTITY
Marvell Technology

Marvell Technology (MRVL US)

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Analysis
Information TechnologyUnited States
Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.
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25 Sep 2023 08:16

Huawei and Kirin 9000S, Memory Markets, Intel, Nordic, and Broadcom TPUs

A news filled week in semiconductors. Let's discuss. First, let’s talk about Huawei. I want to highlight how lackadaisically the export...

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16 Dec 2024 13:49Podcast

Episode 97: Accellerated Infrastructure - Marvell Analyst Day, Broadcomm Earnings - Infra!!

Broadcom reported strong earnings with a focus on AI and custom silicon, highlighted their success in AI with key customers like Google and Apple,...

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16 Dec 2024 08:40

TSMC (2330.TT; TSM.US): 2025 Could Achieve 25% Yearly Growth.

​TSMC expected to achieve 25% growth by 2025, dominating in AI despite Chinese competition hindered by U.S. sanction actions.

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13 Dec 2024 14:08Syndicated

Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions

America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to...

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05 Nov 2024 14:33

The Rise of Amazon's Trainium 2

In my opinion, this week’s big news in the semiconductor industry is the ramp of Trainium. It’s a bit subtle, but I will walk you through the...

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