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04.11.25 - 17:24
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Where Will Marvell Be in 5 Years? (Fool)
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Marvell's quiet AI comeback is accelerating! I break down the $2 billion bet on data center infrastructure that could propel MRVL stock to $122 and beyond....
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28.10.25 - 04:06
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Intel′s ASIC play fails to impress chipmakers (Digitimes)
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Following an internal R&D overhaul, Intel has rolled out its application-specific integrated circuit (ASIC) business to establish a fresh revenue stream beyond CPUs and GPUs. The company is banking on decades of x86 IP accumulation and its integrated device manufacturer (IDM) model to challenge top IC design rivals such as Nvidia, AMD, Broadcom, Marvell, MediaTek, and Alchip....
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23.10.25 - 02:06
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Broadcom and Marvell land major AI accelerator orders, TSMC remains key manufacturer (Digitimes)
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Nvidia currently holds over 90% of the GPU market. However, as Google and AWS continue to invest in self-developed AI accelerators and expand their applications, Nvidia's market share is expected to face downward pressure after 2026, potentially falling to 70%. Regardless of which company designs the chips or how American firms compete, the chip foundry business is expected to remain with TSMC....
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16.10.25 - 20:57
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Who Benefits From AI Spending? JP Morgans Top Picks (Benzinga)
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AI and hyperscale demand drive semiconductor growth for Nvidia, AMD, Broadcom. Rising hyperscaler capex and AI infrastructure investments lead to multi-year opportunities. Top beneficiaries include Nvidia, AMD, Broadcom, Marvell, Micron, and Western Digital.
read more...
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