Marvell

$SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% in its trading debut, dragging the KOSPI…

This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to…

Nice constraint map and the major names involved at each layer 👍 do check it out. $AVGO $LITE $MRVL $MU $AXTI $WDC https://t.co/PL5odHUzZc https://t.co/WOkP0IkIDP

UBS: active devise supply chain $MRVL $GOOGL $AMZN $AVGO $TSEM $NVDA

Keybanc: We believe Marvell is likely to win Maia 400 over Mediatek and Broadcom. Maia 300 is expected to be in MP in 1H27 with ~500K unit shipments next year, while Maia 400 is expected to ramp in 1H28. $MRVL $MSFT

HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN

Good stuff here. Basically all of the companies involved in near packaged optics are here. $COHR $LITE $CIEN $MRVL $INTC $AAOI https://t.co/eByDZuLJst https://t.co/AXMXXWUk7j

If you have time, go play around with this interactive website to see the parts inside Nvidia's Vera Rubin. Great work by @benitoz He also has supply chain mapping 🔥 Link in replies 👇 $NVDA $MU $GOOGL $MRVL $AVGO https://t.co/qyqtCnYDnz

$LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sounds bearish for the optics names, and…

This..... https://t.co/XXq8766RZ5

BofA has CPO TAM growing to $14.1 billion in 2030E, up from $0.2 billion in 2026E. 206% CAGR '26-'30. $LITE $NVDA $COHR $MRVL $AVGO $TSM https://t.co/1xHSwbPFQT

"Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billion, respectively." $GOOGL $AVGO $MRVL…

Nomura: 1.6T transceiver BOM cost breakdown DSP/MCU/CDR lead with 27% of the BOM cost, followed by 200G EML/LD chip at 26%. $LITE $COHR $MRVL $AAOI $AVGO

David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60% and over the course of the next 2-3…

Global Silicon Photonics/CPO Industry Ecosystem $GLW $TSM $NVDA $AVGO $MRVL

Nomura: total CPO OE shipments are estimated at 2.0 million units in 2027F, scaling significantly to 22.5 million units in 2028F. $NVDA $AVGO $TSM $MRVL

Broadcom is reportedly arranging more than fifty billion dollars in financing so OpenAI can buy chips Broadcom hasn't finished building yet. Apollo and Blackstone are the lenders in the room, the same pair behind Broadcom's $35 billion…

It feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G and 1.6T transceivers: Coherent, Credo,…

"Our channel checks indicate that Marvell and AMD are collaborating on scale-up, with AMD testing a next-generation Helios rack using Marvell’s 6.4T NPO engines in both the compute trays and the scale-up switches, work that remains at an…

Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. > LPUs pair with TPUs at a 2-to-1 ratio…

AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.2 trillion in market cap, making Nvidia…

Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA $AVGO $INTC $AMD $MRVL

Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN

CEO of Intel, Lip-Bu Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at the beginning of last year, I said…

CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at the beginning of last year, I said…

CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid coolings and critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at the beginning of last year, I said…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

Semiconductor Supply Chain Ecosystem Via PDF Solutions slide deck $ASML $TSM $INTC $TSEM $NVDA $MRVL $AVGO

Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Semiconductor $NXPI Dell Technologies…

Optics is one of the strongest parts of the AI buildout, because every new GPU cluster needs far more high speed connections than the last one (Save this). The table shows global optical module shipments rising from 449,492 thousand units…