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Marvell Technology (MRVL US)
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147
Analysis
Information Technology
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United 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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bullish
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Thematic (Sector/Industry)
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23 May 2024 19:46
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Broker
Semi - Nvidia: To keep growing for longer
Nvidia announced (22 May) FY1Q25 results. Quarterly revenue was US$26.0bn, up 262% YoY and 17.8% QoQ (22.0% QoQ in FY4Q24). FY1Q25 revenue beat. ...
CMB International
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bullish
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Thematic (Sector/Industry)
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17 Apr 2024 10:51
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Podcast
Episode 63: The Continued March of Custom Silicon, is it Sustainable?
In summary, major tech companies are increasingly developing their own custom CPUs and accelerators for cloud-based workloads, with Google, Amazon,...
The Circuit
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162 Views
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Micron Technology
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26 Mar 2024 10:42
Micron's Earnings and Broadcom's Accelerators
It's all about AI. Micron is proving the memory thesis true, and Broadcom has a new accelerator customer. Also Nvidia's Moat.
Fabricated Knowledge
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298 Views
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Astera Labs
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15 Mar 2024 20:26
Astera Labs IPO Valuation Analysis
Our base case valuation of Astera Labs is market cap of US$5.4 billion or target price of US$35.9 per share, which is 20% higher than high end of...
Douglas Kim
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bullish
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Astera Labs
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14 Mar 2024 20:38
Astera Labs IPO Preview
Astera Labs (ALAB US) is scheduled to debut its IPO on 20 March. The company is offering 17.8 million shares at a price of $27 to $30 per share.
Douglas Kim
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