About Marvell Technology, Inc. - Common Stock (MRVL)
Marvell Technology Inc is a global semiconductor company that specializes in designing and manufacturing innovative solutions for data infrastructure. The company focuses on providing a wide range of products, including integrated circuits and system-on-chip solutions, that cater to applications in networking, storage, and processing. Marvell's technology enables efficient data transmission and storage, supporting various industries such as telecommunications, computing, and automotive. By leveraging advanced technologies, Marvell aims to drive the performance and efficiency of data centers and enterprise networks, while also contributing to the evolution of connected devices and smart technologies. Read More
In a move set to redefine the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has finalized plans to aggressively expand its advanced packaging capacity. By late 2026, the company aims to produce 130,000 Chip-on-Wafer-on-Substrate (CoWoS) wafers per month, nearly quadrupling its output from late 2024 levels. This massive industrial pivot is designed [...]
As the artificial intelligence industry pivots toward the unprecedented scale of multi-trillion-parameter models, the bottleneck has shifted from raw compute to the networking fabric that binds tens of thousands of processors together. In a landmark announcement at the start of February 2026, NVIDIA (NASDAQ: NVDA) has officially detailed the full integration of Silicon Photonics into [...]
As of early 2026, the artificial intelligence industry has reached a critical inflection point where generic hardware is no longer enough to satisfy the hunger of multi-trillion parameter models. Leading this fundamental shift is Broadcom Inc. (NASDAQ: AVGO), which has successfully transitioned from a diversified networking giant into the primary architect of the custom AI [...]
Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has completed its previously announced acquisition of Celestial AI, a pioneer in optical interconnect technology for scale-up connectivity. Celestial AI brings its Photonic Fabric™ optical interconnect technology, designed to support high-bandwidth, low-latency connectivity across large-scale AI deployments.
As of February 2, 2026, the global semiconductor industry has reached a historic inflection point. New data from major industry analysts confirms that annual revenue is on track to hit the $1 trillion mark by the end of 2026, a milestone that was previously not expected until 2030. This unprecedented acceleration is being driven by [...]
The rapid evolution of artificial intelligence has reached a critical juncture where the physical limitations of electricity are no longer sufficient to power the next generation of intelligence. For years, the industry has warned of the "Memory Wall"—the bottleneck where data cannot move between processors and memory fast enough to keep up with computation. As [...]
The semiconductor industry has officially reached a historic inflection point. As of late January 2026, the transition from traditional electrical signaling to light-based data movement has moved from the laboratory to the fabrication line. This week, the industry-shaking partnership between silicon photonics pioneer Lightmatter and Global Unichip Corp (TWSE:3443), commonly known as GUC, has entered [...]
Marvell Technology trades at $83.61 and has moved in lockstep with the market. Its shares have returned 9.5% over the last six months while the S&P 500 has gained 9.5%.
The transition from moving data via electricity to moving it via light—Silicon Photonics—has officially moved from the laboratory to the backbone of the world's largest AI clusters. By integrating optical engines directly into the processor package through Co-Packaged Optics (CPO), the industry is achieving a staggering 50% reduction in total networking energy consumption, effectively dismantling [...]
Today’s Date: January 28, 2026 Introduction In the high-stakes arms race of Artificial Intelligence (AI) infrastructure, the spotlight often falls on the "brains" of the operation—the high-performance GPUs and TPUs produced by the likes of Nvidia and AMD. However, as AI clusters scale from thousands to hundreds of thousands of interconnected processors, a new bottleneck [...]
As the global race for Artificial General Intelligence (AGI) accelerates, the infrastructure supporting these massive models has hit a physical "Copper Wall." Traditional electrical interconnects, which have long served as the nervous system of the data center, are struggling to keep pace with the staggering bandwidth requirements and power consumption of next-generation AI clusters. In [...]
As of January 27, 2026, the artificial intelligence industry has officially hit the "Photonic Pivot." For years, the bottleneck of AI progress wasn't just the speed of the processor, but the speed at which data could move between them. Today, that bottleneck is being dismantled. Silicon Photonics, or Photonic Integrated Circuits (PICs), have moved from [...]
As of late January 2026, the artificial intelligence industry finds itself in a familiar yet intensified paradox: despite a historic, multi-billion-dollar expansion of semiconductor manufacturing capacity, the "Compute Crunch" remains the defining characteristic of the tech landscape. At the heart of this struggle is Taiwan Semiconductor Manufacturing Co. (TPE: 2330) and its Chip-on-Wafer-on-Substrate (CoWoS) advanced [...]
The semiconductor industry, the undisputed engine of the global economy for the past three years, is facing a stark reality check as January 2026 draws to a close. What began as a triumphant year-end for high-flyers like Broadcom Inc. (Nasdaq: AVGO) has curdled into a period of intense volatility, triggered
Exactly one year ago, the financial world witnessed a seismic shift that redefined the artificial intelligence era. In late February 2025, following a highly anticipated earnings release, NVIDIA Corporation (NASDAQ: NVDA) experienced a historic single-day market cap loss that eventually peaked at a staggering $600 billion in value destruction. This
PALO ALTO, CA — As we enter the first month of 2026, the frenetic "land grab" era of artificial intelligence has officially collided with the cold reality of the balance sheet. For three years, the world’s largest technology companies have poured hundreds of billions of dollars into high-end silicon and
TAIPEI, Taiwan — In a definitive move to cement its dominance over the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially entered a "capex supercycle," announcing a staggering $52 billion to $56 billion capital expenditure budget for 2026. The announcement, delivered during the company's January 15 earnings call, signals the end [...]
