Call Notes: Q4 Semiconductor Tracker
We’re in a moment that’s less about individual chip performance and more about processing-at-scale. It’s all about sprawling AI racks, optics, interconnect, and custom silicon hungry for scale, speed, and a story.
Research Note: Marvell Solidifies CXL Leadership w/ Ecosystem-Wide Interoperability
The CXL ecosystem is moving quickly from concept to deployment as hyperscalers, OEMs, and chipmakers seek new ways to address the memory bottlenecks that limit AI, cloud, and high-performance computing workloads. In this environment, interoperability is not a checkbox—it is the foundation that determines how quickly new architectures can reach scale.
OFC 2025: Optical Interconnects Take Center Stage in the AI-First Data Center
AI is reshaping the data center, bringing networking along for the ride. It’s clear that optical networking is rapidly moving from a back-end concern to a front-line enabler of next-generation infrastructure.
AI workloads, with their massive datasets, distributed training pipelines, and high-performance compute requirements, demand interconnect solutions that combine extreme bandwidth with low power consumption and low latency. At last month’s OFC 2025 event in San Francisco, this shift was unmistakable.
Research Note: Infineon Acquires Marvell’s Auto Ethernet Business
Infineon Technologies announced its intention to acquire Marvell Technology’s Automotive Ethernet business for $2.5 billion in cash in a move that expands its microcontroller and automotive systems portfolio.
NAND Insider Newsletter: February 4, 2025
Every week NAND Research puts out a newsletter for our industry customers. Below is a excerpt from this week’s, February 4, 2025.
Research Note: Marvell Custom HBM for Cloud AI
Marvell recently announced a new custom high-bandwidth memory (HBM) compute architecture that addresses the scaling challenges of XPUs in AI workloads. The new architecture enables higher compute and memory density, reduced power consumption, and lower TCO for custom XPUs.
Marvell Sees Momentum in Cloud, AI, and Automotive
Last week, Marvell released its earnings for the second quarter of its fiscal 2024, demonstrating robust performance with $1.34 billion in top-line revenue. While that number was down year-over-year, it surpassed the midpoint of the company’s guidance. Insight: Growth in Cloud & AI Marvell’s data center business was a bright spot. Revenue from that business […]