Key Takeaways MRVL is deploying modular RDL interposer tech to build larger, high-efficiency AI accelerator solutions. The design supports HBM3/3E integration, enables die replacement, and enhances power and latency performance. MRVL sees a $94B data center chip market by 2028, with custom compute offerings witnessing a 53% CAGR.Marvell Technology (MRVL) uses advanced CMOS technologies at 5nm and 3nm nodes and is now shifting toward 2nm and below, which include innovations like gate-all-around transistors ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自雅虎财经 。 毛利率下降并非Marvell股票目前面临的唯一挑战。该公司还面临着来自博通AVGO和AMD在定制硅 片解决方案领域的巨大竞争压力。 博通先进的 3.5D XDSiP 封装平台专为提升定制 AI XPU 的性能和效率而设计。博通的半导体部门 （包括其定制硅片解决方案）在 2025 财年第一季度同比增长 11%。 AMD的定制硅片解决方案和AI加速器（例如 Instinct Accelerators）为众多数据中心提供支持。 AMD的可重构Alveo Adaptable Accelerator Cards 用于加速数据中心的计算密集型应用程序。 Ma r v e ll的价格表现、估值和估值 今年迄今为止，Marvell 的股价已下跌 32.2%，而电子半导体行业则增长了 13.3%。 Marvell的营收正在增长，这得益于其定制 AI 芯片在超大规模数据中心运营商中广受欢迎。然而， Marvell Technology 的毛利率在过去几个季度波动较大，且长期呈下降趋势。 Marvell强劲的营收增长得益于其定制 AI XPU、电光解决方案 ...

Key Takeaways MRVL's revenues are rising due to strong demand for custom AI XPUs and high bandwidth memory chips. Higher manufacturing costs in AI silicon are driving a continued decline in MRVL's gross margin. MRVL faces stiff competition from AVGO and AMD in custom silicon solutions and AI accelerators.Marvell Technology’s (MRVL) top line is growing on the back of custom AI silicon chips that are experiencing massive traction among hyperscalers. However, Marvell Technology’s gross margin has been moving ...

The stock market is in an odd place. Tech valuations, from a historical standpoint, look stretched to the breaking point.Want proof? The average price-to-earnings (P/E) ratio of the "Magnificent Seven" currently stands at an eye-popping 55.5. Still, there are several compelling bargains in today's market.Here is an overview of two incredible growth stocks I'd buy right now. The insurtech revolution nobody's watchingOscar Health (OSCR 6.72%) is doing something remarkable in the stodgy health insurance indust ...