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12.06.26 - 04:06
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Google TPU orders shift as MediaTek, Marvell, and Broadcom split market (Digitimes)
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Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers, the shift signals a broader race for cloud AI supply, capacity, and influence, as more firms vie for a share of high-value custom chip demand....
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11.06.26 - 22:12
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Marvell Announces CFO Transition (Business Wire)
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Dan Durn Appointed Chief Financial Officer, Effective June 15, 2026
Reaffirms Second Quarter of Fiscal 2027 Financial OutlookSANTA CLARA, Calif.--(BUSINESS WIRE)--Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the appointment of Dan Durn to Chief Financial Officer, effective June 15, 2026. In connection with the appointment, Dan resigned from Marvell's Board of Directors effective June 10, 2026. As CFO, Dan succeeds Willem Meintjes, who will remain available in an advisory capacity through April 2027 to support a seamless transition.
Matt Murphy, Marvell's Chairman and CEO, said, “Since I began my role as CEO a decade ago, Willem has been an integral part of Marvell, and his contributions have been instrumental to our strong financial and operational positions. Willem joined Marvell just a few weeks before me in 2016, and I leaned on him considerably, both early on and beyond. During his tenure, Willem helped build our finance organiza...
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11.06.26 - 19:30
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Marvell vs. Micron: One Stands to Gain More From AI Demand (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) and Micron Technology (NASDAQ:MU) both just delivered AI-fueled earnings reports, yet they sit on opposite sides of the data center stack. Marvell sells the custom silicon and optics that stitch AI clusters together. Micron sells the memory those clusters cannot run without. Their latest results show how AI spending is rewarding very ... Marvell vs. Micron: One Stands to Gain More From AI Demand...
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10.06.26 - 08:45
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Marvell Technology-Aktie -8%: Ist sie dennoch die neue Micron? (Sharedeals)
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Die Euphorie rund um den KI-Chiphersteller Marvell Technology hat einen Dämpfer erhalten. Nachdem die Aktie innerhalb der vergangenen zwölf Monate um mehr als 300 Prozent zugelegt hatte und zuletzt von der Aufnahme in den S&P-500-Index profitierte, geriet das Papier am Dienstag deutlich unter Druck. Zeitweise verlor die Aktie zweistellig an Wert. Nvidia-Rückenwind und neue Wachstumsfantasie […]
The post Marvell Technology-Aktie -8%: Ist sie dennoch die neue Micron? first appeared on sharedeals.de....
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09.06.26 - 21:54
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Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289 (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) at $289 is a Hold. Shares are up 240.31% year-to-date, a rally so violent that adding or trimming requires real scrutiny. Marvell designs custom AI silicon, electro-optics, and switching chips for hyperscale data centers. Q1 FY2027 data center revenue hit $1.83 billion, or 76% of total revenue, with CEO Matt Murphy citing ... Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289...
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