semiconductor / news / / Barchart
Marvell Technology (MRVL) stock has been on fire with returns of 177% in the last 52-weeks.
Marvell acquired Polariton Technologies to boost high-speed photonics-based optical interconnect capabilities.
KEY POINTS
- Alphabet is in talks with Marvell to co-develop two AI efficiency-focused semiconductor chips.
- Marvell's photonic fabric technology offers 30x copper reach and 4x bandwidth, reducing power and latency.
- Marvell reported a turnaround from negative operating margin in FY25 to 16.1% positive in FY26.
- Marvell's data center market opportunity may grow from $21B in 2023 to $94B in 2028.
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