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Marvell股价暴跌
半导体行业观察· 2025-08-29 00:44
Group 1 - Marvell Technology predicts third-quarter revenue will fall short of Wall Street expectations due to economic uncertainty and tariff concerns affecting customer spending and overall demand [2] - The company reported a revenue of $2.01 billion for the second quarter, meeting analyst expectations, but forecasts third-quarter revenue at $2.06 billion, lower than the expected $2.11 billion [3] - Marvell's data center segment, its largest business unit, saw a revenue increase of 3% to $1.49 billion, but this was below the anticipated $1.51 billion [3] Group 2 - Marvell has launched the industry's first 2nm 64 Gbps dual-direction chip-to-chip interconnect technology, aimed at enhancing bandwidth and performance while reducing power consumption and chip area [4][5] - The new 64 Gbps dual-direction D2D interface offers over 30 Tbps/mm bandwidth density, which is more than three times that of UCIe at the same speed, and can reduce chip area requirements by 15% compared to traditional implementations [5] - This technology is designed to automatically adjust device activity based on data center traffic, potentially reducing interface power consumption by up to 75% under normal workloads [5][6] Group 3 - Marvell's custom platform strategy focuses on breakthrough results through unique semiconductor design and innovative approaches, combining expertise in system and semiconductor design with advanced manufacturing processes [7] - The company aims to transform infrastructure performance, efficiency, and value by collaborating with customers to create tailored platforms [7]