Browsing Tag
Marvell Technology Inc.
6 posts
GlobalFoundries and Marvell expand US chip capacity as AI networking becomes the next bottleneck
GlobalFoundries and Marvell Technology are expanding a multi-year US manufacturing agreement for silicon-germanium chips used in high-speed optical connections, highlighting how the AI infrastructure boom is shifting attention from processors toward the networking required to keep enormous computing clusters productive.
September 17, 2026
Marvell (Nasdaq: MRVL) crashes 10% as Google AI payoff shifts to FY29
Marvell fell 10% despite record Q2 sales and higher forecasts. Can Google custom silicon justify MRVL's premium as bigger revenue shifts to FY29?
August 29, 2026
Qualcomm was known for smartphones. ByteDance may just have changed that story
Qualcomm’s reported ByteDance AI chip deal could reshape custom silicon demand. Read why the QCOM move matters now.
May 30, 2026
Will Celestial AI give Marvell a $3.25bn head start in the AI interconnect arms race?
Marvell’s $3.25B acquisition of Celestial AI signals a major shift toward optical scale-up connectivity for AI data centers. Learn how the deal reshapes the future.
December 3, 2025
Can Broadcom (NASDAQ: AVGO) overtake Marvell and NVIDIA in AI networking silicon?
Broadcom's Tomahawk 6 switch and AI ASICs challenge NVIDIA and Marvell in hyperscale networking. See why AVGO is gaining investor momentum.
June 9, 2025
$300bn wiped out as Charles River dives 28%, CarMax tumbles — here’s what triggered the April 10 crash
Markets tumbled on April 10 as Charles River, CarMax, and tech stocks led a widespread selloff sparked by tariff escalation and macroeconomic fears.
April 11, 2025