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03.07.26 - 08:06
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Intel takes aim at TSMC′s CoWoS lead with EMIB-T (Digitimes)
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As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components and Technology Conference described a shift in which Intel, Marvell, TSMC, and others detailed new packaging approaches as packages themselves begin hitting limits....
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01.07.26 - 19:06
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Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker (24/7 Wall St.)
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Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker...
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01.07.26 - 17:42
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Marvell Technology vs Broadcom: One Stock is Better Positioned for the AI Boom (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) and Broadcom (NASDAQ:AVGO) both reported AI-heavy quarters within a week of each other. Marvell posted Q1 FY2027 results on May 27, 2026, leaning on custom silicon and optical interconnects. Broadcom followed on June 3, 2026 with record AI chip sales and a blockbuster forward guide. Both serve hyperscalers, yet the scale gap ... Marvell Technology vs Broadcom: One Stock is Better Positioned for the AI Boom...
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01.07.26 - 17:24
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Broadcom Vs. Marvell: Why Broadcom′s Custom Silicon Dominance Crushes Marvell′s Premium-Priced AI Growth (24/7 Wall St.)
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Broadcom (NASDAQ:AVGO) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026. Same theme, vastly different scale. Custom Accelerators Explode at Broadcom. Optics ... Broadcom Vs. Marvell: Why Broadcom's Custom Silicon Dominance Crushes Marvell's Premium-Priced AI Growth...
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30.06.26 - 21:36
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Marvell Just Ripped 45% in a Month. Is It Time to Take Profits? (24/7 Wall St.)
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Marvell Technology (NASDAQ:MRVL) stock is extending one of the year's most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long. Marvell stock is up 45% over the past month, a figure that includes today's continued ... Marvell Just Ripped 45% in a Month. Is It Time to Take Profits?...
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29.06.26 - 18:42
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Marvell Technology Will Be Worth $1 Trillion on This Date (24/7 Wall St.)
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Few stocks have captured the AI infrastructure narrative like Marvell Technology (NASDAQ:MRVL). After NVIDIA CEO Jensen Huang publicly called Marvell “the next trillion-dollar company,” the question shifted from whether the stock could rally to when the market cap crosses 13 digits. Our model provides a clear answer on near-term price and the long-term milestone. The ... Marvell Technology Will Be Worth $1 Trillion on This Date...
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29.06.26 - 16:46
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Marvell Technology Aktie im KI-Rausch - Historischer Halbleiter-Boom! (Aktiencheck)
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New York (www.aktiencheck.de) - Marvell Technology-Aktienanalyse von Cantor Fitzgerald:
Der Analyst C.J. Muse von Cantor Fitzgerald habe das Kursziel für die Aktie von Marvell Technology Inc. (ISIN: US5738741041, WKN: A3CNLD, Ticker-Symbol: 9MW, NASDAQ-Symbol: MRVL) von 220 auf 300 USD erhöht und und das Rating "neutral" beibehalten. [mehr]...
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26.06.26 - 18:54
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The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom (24/7 Wall St.)
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Marvell Technology (NASDAQ: MRVL) and Broadcom (NASDAQ: AVGO) both just delivered AI-fueled earnings beats, yet the businesses look nothing alike under the hood. Marvell posted 231.37% YTD gains chasing custom XPU wins. Broadcom quietly compounded with elite margins and a software stack. The contrast deserves a closer look before anyone pays up. Custom Silicon Lifts ... The Quiet Gross Margin Reality Check That Points to a Dangerous Valuation Gap Between Marvell and Broadcom...
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