News tagged Marvell at DIGITIMES

NEWS TAGGED MARVELL

Tuesday 6 October 2026

Marvell sees custom chips as a must for CSPs

Nvidia CEO Jensen Huang has said Marvell's optical technology could help make it the next trillion-dollar company, and Marvell took a step toward that goal on September 17 by expanding...

Friday 2 October 2026

CSPs embrace multi-vendor co-design for custom ASICs, ending single-supplier era

Hyperscale cloud service providers (CSPs) are expanding their custom ASIC partner networks, accelerating a shift toward multi-vendor technology integration. Industry insiders note...

Friday 18 September 2026

GlobalFoundries, Marvell expand SiGe capacity deal for AI optical connectivity

GlobalFoundries (GF) and Marvell Technology have expanded a multi-year agreement to increase production capacity for silicon germanium...

Thursday 10 September 2026

Qualcomm's AWS deal raises stakes for MediaTek and Alchip

Qualcomm this week announced a multi-generation collaboration with Amazon to develop custom silicon for AI inference and high-performance optical connectivity for Amazon Web Services...

Monday 7 September 2026

Weekly news roundup: AI memory race heats up, Taiwan manufacturing rebounds, Nexperia rift deepens

AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion,...

Thursday 3 September 2026

CPO material race widens as Taiwan eyes key role

At the Semicon Network Summit 2026, speakers from Marvell, the Netherlands Organisation for Applied Scientific Research's Holst Centre, the UK Semiconductor Centre, and the Taiwan...

Wednesday 2 September 2026

Marvell sees silicon photonics scaling from late 2027, with Taiwan and TSMC at the center

Marvell SVP and chief technology officer Radha Nagarajan offered a clearer timeline for the commercialisation of co-packaged optics, or CPO, during a media briefing at Semicon Taiwan...

Tuesday 1 September 2026

Marvell CTO: power and density bottlenecks are driving CPO adoption in AI data centers

Speaking at the Silicon Photonics Global Summit ahead of Semicon Taiwan 2026, Marvell Technology CTO Radha Nagarajan highlighted that the core focus for upgrading connectivity in the...

Tuesday 1 September 2026

Semicon Taiwan 2026 to spotlight AI-driven semiconductor supply chain shifts

Semicon Taiwan 2026 is set to open soon as Semiconductor Equipment and Materials International said AI is pushing a new wave of technology upgrades across the global chip industry...

Monday 31 August 2026

Marvell sees 2027 acceleration in scale-up optics

Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...

Friday 28 August 2026

Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden

Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...

Friday 28 August 2026

Marvell revenue climbs 37% to a record US$2.74 billion on data center demand

Marvell Technology's second quarter of fiscal 2027 was the point at which its data center business stopped being the growth engine attached to a diversified infrastructure chipmaker...

Friday 21 August 2026

Google, Marvell long-term deal keeps Broadcom at bay, limits MediaTek impact

Marvell filed a Form 8-K with the US Securities and Exchange Commission on August 19, 2026, revealing that it signed a commercial agreement...

Thursday 20 August 2026

Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

One word in Marvell Technology's August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says,...

Thursday 20 August 2026

Marvell issues Google warrant worth US$12.2B at exercise — custom chip work spans five TPU-related categories

Marvell Technology has issued Google a warrant to purchase up to 58,970,907 shares of its common stock at US$206.58 per share, according...

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