Marvell Technology, Inc (NASDAQ:MRVL) is well-positioned to ride the next wave of AI-driven growth, said a JPMorgan analyst. • Marvell Tech stock is taking a hit today. Why is MRVL stock falling?AI Demand, Data Center Growth Remain StrongJPMorgan analyst Harlan Sur maintained an Overweight rating on Marvell.Sur said Marvell's AI outlook remained robust after the firm hosted a fireside chat with Chairman and CEO Matt Murphy and Senior Vice President of Investor Relations Ashish Saran, highlighting strong dem ...

Marvell Technology has agreed the acquisition of XConn Technologies for approximately $540m, with the transaction comprising approximately 60% cash and 40% stock. The acquisition is set to strengthen Marvell’s portfolio in PCIe and CXL switching products, with the integration of XConn’s technology and engineering team expected to support the company’s data centre connectivity strategy, particularly in AI infrastructure. Marvell will issue roughly 2.5 million common shares as part of the stock component, ...

如果您希望可以时常见面，欢迎标星收藏哦~ Marvell 今 日 宣 布 ， 已 达 成 最 终 协 议 ， 收 购 先 进 PCIe 和 CXL 交 换 芯 片 供 应 商 XConn Technologies（简称"XConn"）。此次收购将 XConn 的 PCIe 和 CXL 产品纳入 Marvell 的交换 产品组合，并增强 Marvell 的 Ultra Accelerator Link（简称"UALink"）扩展交换团队，为其注 入在高性能交换领域拥有深厚专业知识的资深工程人才。 随着人工智能工作负载的扩展，数据中心系统设计正从单机架部署向更大规模的多机架配置演变。 这些新一代平台越来越需要高带宽、超低延迟的可扩展网络（例如 UALink），以便高效连接大量 XPU，并实现更灵活的系统资源共享。 UALink 是一种专为扩展连接而打造的全新开放式行业标准，可实现高效高速通信，使多个加速器 能够协同工作，组成一个更大的系统。UALink 基于 PCIe 生态系统数十年的创新成果，并融合了 成熟的高速 I/O 技术，以满足下一代加速基础设施对带宽、延迟和传输距离的要求。 （来源 ： 综合自Marve ...

智通财经APP获悉，富国银行表示，迈威尔科技(MRVL.US)拟以 5.4 亿美元收购 XConn 的交易被认为对 内存池化(memory pooling)至关重要，并有望在近期提升公司收益。该行维持其"增持"评级，目标价为 135 美元。 分析师亚伦·雷克斯在给客户的一份报告中写道："我们认为此次收购进一步证明了内存池化技术在高性 能/具竞争力的硬件解决方案中的重要性，特别是它能够支持更大的模型、更大的上下文窗口以及提升 推理性能(更快的解码速度)。我们想特别强调迈威尔科技的评论，即该公司有能力将其 CXL 内存扩展 控制器与 XConn 的 CXL 交换机结合起来。" 雷克斯表示，这项拟议交易(其中 60% 为现金支付，40% 为股票支付)还将有助于提升 2027 财年的收 益。预计该业务收入将从本财年下半年开始为公司整体营收做出贡献，到 2028 财年贡献额可能高达 1 亿美元。 AI 2.0 时代的必经之路 在 AI 2.0 时代，算力发展的核心矛盾已从单纯的"算得不够快"演变为"数据搬运跟不上"。CXL （Compute Express Link）技术的出现，本质上是从底层物理架构上对传统计算模型进 ...

January 6, 2026 09:56 PM GMT Asia-Pacific Technology | Asia Pacific AI Supply Chain: CES implications, ASIC production, China AI chips Morgan Stanley does and seeks to do business with companies covered in Morgan Stanley Research. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of Morgan Stanley Research. Investors should consider Morgan Stanley Research as only a single factor in making their investment decision. For analyst certificati ...

挑战在于，为相对较小的市场开发基于更小晶体管尺寸的更先进芯片成本巨大。诺基亚是Marvell的 另一大RAN客户，在5G初期，该公司与英特尔签订合同，由后者提供基于10纳米制程的网络芯片。 几年后，诺基亚最新5G产品中使用的Marvell芯片的晶体管尺寸似乎只有原来的一半。专家表示，尺 寸缩小会带来高昂的成本，尤其是在大规模MIMO等前沿领域，而大规模MIMO是一种先进的RAN技 术。 公众号记得加星标⭐️，第一时间看推送不会错过。 自 5G 时代到来以来，三星销售的网络产品大致分为两大类。对于不愿受云化及相关趋势影响的传统 用户，三星提供基于 Marvell Technology 定制芯片的专用无线接入网 (RAN)。另一种选择是三星的 虚拟 RAN 产品线，该产品线采用英特尔的通用处理器。 然而，这家韩国供应商对虚拟无线接入网（Virtual RAN）的优先发展引发了人们对其专用产品组合 长期前景的质疑。据知情人士透露，在Marvell内部，为三星未来的5G和6G网络需求开发芯片已开始 显得经济上不可行。Marvell在无线接入网产品市场上的整个地位都岌岌可危。 三星官方的说法是，与Marvell的合作一 ...

（记者 王晓波） 每经头条（nbdtoutiao）——十年首现，沪指连续站稳关键位置！高盛：建议高配中国股票！券商分析 师：人民币升值等因素加速跨境资本回流 每经AI快讯，澜起科技1月7日早间发布公告称，公司全资子公司Montage Technology Holdings Company Limited（以下简称"澜起开曼"）参股的XConn Technologies Holdings, Ltd.（简称"标的公司"或"XConn 公司"）收到 Marvell Technology, Inc.（以下简称"买方"）要约，买方拟收购标的公司全部股权，经买方 与标的公司董事会协商一致，近期已签署《Agreement andPlanof Reorganization》（简称"《合并协 议》"）。经研究决定，公司同意本次交易并与买方签署《Support Agreement》。本次交易前，澜起开 曼持有标的公司全面摊薄后的股权比例为13.075%；本次交易完成后，澜起开曼将不再持有标的公司的 股权。 ...

在人工智能基础设施竞赛进入白热化的关键节点，数据基础设施半导体解决方案领导者Marvell Technology, Inc.再度祭出收购重拳。周二，该公司正式宣 布以约5.4亿美元（折合人民币37亿元）收购先进PCIe和CXL交换芯片供应商XConn Technologies，这一举措不仅是对数据中心高速互联赛道的精准加码， 更与其即将完成的Celestial AI收购形成战略协同，标志着Marvell在AI基础设施核心领域的布局全面提速。 此次收购采用60%现金加40%股票的组合支付方式，股票对价将依据Marvell过去20天的成交量加权平均价格计算，预计发行约250万股普通股。对于市值 超765.2亿美元的Marvell而言，这笔交易的核心价值远超财务数字——通过整合XConn业界领先的PCIe 5/6及CXL 2.0/3.1交换产品组合，Marvell将显著强 化其Ultra Accelerator Link（UALink）扩展交换团队实力，同时吸纳一批在高性能交换领域拥有深厚积淀的资深工程师，为技术研发注入关键动能。 XConn目前已与超过20家客户建立合作关系，其成熟产品已实现量产，新一代产品正处于 ...

Marvell Technology Conference Summary Company Overview - **Company**: Marvell Technology (NasdaqGS:MRVL) - **Date**: January 06, 2026 - **Key Speakers**: Matt Murphy (CEO and Chairman), Ashish Saran (SVP of Investor Relations) Industry Insights - **Sector**: Semiconductor, specifically focusing on data center infrastructure and AI-driven technologies - **Market Trends**: - Strong growth in cloud data center capital expenditures (CapEx) expected to continue, with top hyperscalers and cloud service providers (CSPs) projected to grow CapEx by 50-55% in 2026, down from 65% in 2025 [6][7] - Marvell's data center business has tripled since 2023, driven by demand for AI and accelerated compute solutions [12] Core Company Insights - **Growth Projections**: - Marvell anticipates over 40% year-over-year growth for the current fiscal year, with a potential 20% growth in custom business and 15% in other segments [13][14][15] - The company expects data center revenue to double in 2027 compared to 2026, with a conservative estimate of 40% growth in data center revenue [20] - **Order Backlog and Visibility**: - Marvell has a strong order backlog, with visibility extending into 2027, indicating robust demand for its products [7][10] - The company has secured purchase orders for all of 2026, supporting its growth outlook [66] Product and Technology Developments - **Custom ASICs**: - Marvell is the second-largest custom ASIC supplier globally, with a focus on AI-based compute workloads [60] - The company has over 20 XPU and XPU-attached custom chip programs in its pipeline, indicating strong engagement with major hyperscalers [65] - **Networking Solutions**: - Marvell is expanding its scale-up networking capabilities through acquisitions (e.g., Celestial and Xconn Technologies) and organic investments [23][29] - The company is positioned to offer a complete solution in scale-up networking, integrating both copper and optical technologies [31] - **Optical and Ethernet Switching**: - Marvell's Teralynx switching platform is expected to drive significant revenue growth, with projections of $500 million in switching revenue this year [50][52] - The company is ramping its 51.2T Teralynx 10 switching platform, which is competitive with Broadcom's offerings [50] Supply Chain Management - **Strategic Partnerships**: - Marvell has restructured its supply chain to focus on long-term strategic partnerships, mitigating risks associated with supply constraints [75][76] - The company has invested in substrate supply and backend processes to ensure adequate supply through 2030 and beyond [75] Key Takeaways - Marvell is well-positioned to capitalize on the growing demand for data center infrastructure driven by AI and accelerated compute technologies - The company’s proactive approach to supply chain management and strategic acquisitions enhances its competitive edge in the semiconductor market - Continued investment in R&D and a robust product pipeline are expected to support Marvell's growth trajectory in the coming years [12][60][76]

Marvell Technology said on Tuesday it will buy networking equipment provider XConn Technologies in a deal worth about $540 million, as the chipmaker doubles down on data center hardware amid a race to... ...