Marvell宣布5.4亿美元收购芯片公司XConn

Core Viewpoint - Marvell plans to acquire XConn Technologies for $540 million to enhance its data center hardware business and expand its portfolio of advanced PCIe and CXL switching chips [1][2] Group 1: Acquisition Details - The acquisition will be financed with approximately 60% cash and the remainder in stock, with Marvell issuing about 2.5 million shares [2] - The deal is expected to close in early 2026, with XConn's products projected to contribute to Marvell's revenue in the second half of the 2027 fiscal year [3] Group 2: Strategic Implications - The acquisition aims to create a competitive accelerated infrastructure switching platform, supporting Marvell's strategy for next-generation AI and cloud computing data centers [2] - Marvell's CEO highlighted that the acquisition will enhance the UALink team with experienced engineering talent and established PCIe and CXL products [2] Group 3: Market Context - The demand for high-bandwidth, ultra-low-latency scalable networks is increasing due to the expansion of AI workloads, necessitating a shift from single-rack to larger multi-rack configurations [1] - XConn has developed the industry's largest portfolio of advanced PCIe5 and PCIe6 switching products, which are essential for next-generation accelerated infrastructure [3] Group 4: Financial Projections - Marvell anticipates that the new business from XConn will generate approximately $100 million in revenue by the 2028 fiscal year [3] - Analysts project Marvell's revenue for the 2027 fiscal year to reach $12.75 billion [3]