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    China's OLED capacity expansion threatens South Korea's auto and IT panel lead
    9h 36min ago
    China plans 6x AI computing expansion in five years, eyes 100,000-card clusters
    9h 36min ago
    Exclusive: European automakers reportedly expand China software teams despite layoffs
    9h 36min ago
    Chinese automakers face a crucial test in global localization
    9h 36min ago
    Analysis: Huawei and Xiaomi push China’s chipmaking race into a new phase
    9h 36min ago
    Mature-node chip shortages may last until 2028, turning supply chain management into a pricing lever
    9h 36min ago
    NEWS TAGGED MARVELL
    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...

    Thursday 20 August 2026
    Analysis: Marvell's US$120bn Google deal is the AI chip industry's new playbook — equity for orders, not cash
    Marvell Technology is set to deepen its role in Google's AI infrastructure through an expanded agreement to develop custom chips, in a deal that could generate roughly US$120 billion...
    Thursday 30 July 2026
    Marvell opens expanded Bengaluru R&D hub, doubling India headcount

    Marvell Technology has opened 100,000 square feet of additional semiconductor R&D space in Bengaluru and plans to double its India...

    Thursday 30 July 2026
    Marvell plans US$250 million India investment to expand semiconductor R&D
    Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global...
    Friday 3 July 2026
    Intel takes aim at TSMC's CoWoS lead with EMIB-T
    As transistor density scaling slows, chipmakers are leaning on advanced packaging to keep improving accelerator performance. A SemiAnalysis roundup of this year's IEEE Electronic Components...
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    BIZ FOCUS
    Sep 8, 08:00
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    Keywave Technology innovative radar sensors spark a smart sensing revolution
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