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Marvell Technology (MRVL US)
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151
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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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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bullish
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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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303 Views
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bullish
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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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849 Views
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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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586 Views
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bearish
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ARM Holdings
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06 Mar 2024 09:48
ARM Holdings IPO Lock-Up Expiry - A US$127bn Lockup Release Might Be Too Tempting to Pass On
Softbank raised around US$4.9bn via selling some of its stake in ARM Holdings (ARM US)’ US IPO. Its remaining 90% stake will be released from its...
Sumeet Singh
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1.2k Views
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