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03.09.26 - 01:42
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CPO material race widens as Taiwan eyes key role (Digitimes)
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At the Semicon Network Summit 2026, speakers from Marvell, the Netherlands Organisation for Applied Scientific Research's Holst Centre, the UK Semiconductor Centre, and the Taiwan Semiconductor Industry Association (TSIA) discussed the future of silicon photonics (SiPh). They said the industry's bottlenecks have shifted from materials to packaging precision, materials platform selection, and the manufacturing tools needed to support both....
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01.09.26 - 09:06
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Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers (Digitimes)
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Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the AI data center era has shifted firmly to power consumption. He noted that the acceleration of co-packaged optics (CPO) adoption is primarily driven by two critical bottlenecks: power and unit density....
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31.08.26 - 17:25
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Marvell Technology Aktie: Solide Quartalszahlen, aber... (Aktiencheck)
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Santa Clara, CANew York (www.aktiencheck.de) - Marvell Technology-Aktienanalyse von Morgan Stanley:
Morgan Stanley habe das Kursziel für die Aktie von Marvell Technology Inc. (ISIN: US5738741041, WKN: A3CNLD, Ticker-Symbol: 9MW, NASDAQ-Symbol: MRVL) von 224 auf 246 USD angehoben und die Einstufung "equal weight" beibehalten. [mehr]...
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