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Tag: SerDes

Marvell Unveils CPO Innovations Prepared to Drive XPU Architecture Breakthroughs
Ron Westfall

Marvell Unveils CPO Innovations Prepared to Drive XPU Architecture Breakthroughs

Marvell Spotlights How Incorporation of Its CPO Technology Capabilities Can Accelerate XPU Architecture Innovation
Futurum’s Ron Westfall explores how Marvell’s CPO portfolio can play an integral role in further demystifying applying customization in the XPU architecture design process, incentivizing hyperscalers to develop custom XPUs that increase the density and performance of their AI servers.
Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands
Ron Westfall

Marvell Right Sizes AEC Connections to Meet New AI Acceleration Demands

Marvell Unveils Alaska A 1.6T PAM4 DSP Aimed at Right Sizing AECs to Fulfill the Fast-Growing AI Accelerator Bandwidth Demands in Cloud Data Centers
The Futurum Group’s Ron Westfall assesses why the Alaska A 1.6T PAM4 DSP debut strengthens Marvell’s ability to ensure AI accelerators meet the demands for higher bandwidth 200G/lane interconnects underpinned by the industry-wide migration of copper interconnects from DAC to AEC.
Marvell Sees Time Has Come for Alaska-sized Retimer Innovation
Ron Westfall

Marvell Sees Time Has Come for Alaska-sized Retimer Innovation

Marvell Unveils Alaska P PCIe Retimer Product Line Aimed at Scaling Compute Fabrics of Accelerated Infrastructure to Meet Connectivity Device Demands of AI Era
The Futurum Group’s Ron Westfall assesses why the Alaska P PCIe launch positions Marvell to drive PAM4 PCIe innovations throughout AI server compute fabrics, building on its PAM4 innovation expertise, capitalizing on a major industry inflection point as compute fabrics for PCIe and CXL transition from NRZ to PAM4.
Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role
Ron Westfall & Daniel Newman

Marvell Q1 Fiscal 2025: Custom AI Silicon Plays the Starring Role

Marvell Q1 2025 Revenue Came in Above Mid-point of Guidance Showing AI’s Key Role in Boosting Data Center Revenue Plus Overall Brighter Q2 2025 Guidance
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q1 Fiscal 2025 results show why the company is positioned solidly to meet the demands of accelerated infrastructure across fast evolving AI environments through portfolio innovation such as the Alaska P PCIe launch and a multitude of breakthrough optical portfolio offerings.
OFC 2024: Marvell Displays Accelerated Infrastructure Portfolio Gems
Ron Westfall

OFC 2024: Marvell Displays Accelerated Infrastructure Portfolio Gems

Marvell Spotlighted Connectivity Optimized for Diverse Architectures and Use Cases to Meet Skyrocketing Demand for Bandwidth at OFC 2024
The Futurum Group’s Ron Westfall assesses how Marvell’s OFC 2024 announcements demonstrate its ability to meet the massive scaling demands of optical data rates and deliver the energy per bit savings essential to transforming data infrastructure.
Marvell TSMC: Stimulating 2nm Accelerated Infrastructure Innovation
Ron Westfall

Marvell TSMC: Stimulating 2nm Accelerated Infrastructure Innovation

Marvell Extends TSMC Relation Using 2nm Building Blocks and Foundational IP to Boost Performance of Cloud-Optimized Silicon for Accelerated Infrastructure
The Futurum Group’s Ron Westfall assesses why Marvell’s extension of its alliance with TSMC provides the semiconductor design and development path vital to spur accelerated infrastructure innovation underpinned by 2nm process technology.
Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage
Ron Westfall & Daniel Newman

Marvell Q4 and Fiscal Year 2024: AI Takes Center Stage

Marvell Q4 and Fiscal Year 2024 Results Show AI’s Integral Role in Lifting Data Center Revenue Providing Strength as Non-DC Revenue Recover in H2 Fiscal Year
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell’s Q4 and FY 2024 results are solidly positioned to drive infrastructure silicon innovation for accelerated computing throughout 2024 and beyond.
Marvell Q3 Fiscal 2024: Datacenter Business Shines
Daniel Newman & Ron Westfall

Marvell Q3 Fiscal 2024: Datacenter Business Shines

Marvell Q3 Fiscal 2024 Results Are Lifted by AI/Cloud Infrastructure Growth Drivers and Portfolio Diversification, Setting the Foundation for Guidance Fulfillment
The Futurum Group’s Daniel Newman and Ron Westfall assess why Marvell Q3 fiscal 2024 results show its portfolio is in fundamental accord with the topmost data infrastructure priorities.
Marvell Q2 Fiscal 2024: AI and Cloud Are Top Growth Drivers
Ron Westfall & Daniel Newman

Marvell Q2 Fiscal 2024: AI and Cloud Are Top Growth Drivers

Marvell Quarterly Results Are Buoyed By AI/Cloud Infrastructure Growth Drivers and Portfolio Innovation, Setting Foundation for Improved Outlook
The Futurum Group’s Ron Westfall and Daniel Newman assess why Marvell Q2 Fiscal 2024 results show that its portfolio is solidly aligned with the topmost priorities across the AI and cloud spheres as demand for AI-related chips, such as custom ASICs, ramps up.
Daniel Newman

Marvell Fiscal Q1 2024: AI and ASICs are Marvell’s Shining Stars

The Futurum Group’s Daniel Newman and Ron Westfall examine why Marvell turned in an impressive fiscal Q1 2024 fueled by rapidly burgeoning ecosystem-wide demand for AI and expanding demand for custom ASICs in the enterprise networking segment as its Nova product is ready to meet the bandwidth boom clouds are facing and the company’s 3nm portfolio can broaden and catalyze data infrastructure market adoption of Marvell interconnect, SerDes, and parallel interface features.
Ron Westfall

Marvell Breaks on Through to the 3nm Process Realm

The Futurum Group’s Ron Westfall explores why the Marvell and TSMC partnership to deliver Marvell’s new 3nm portfolio can broaden and catalyze data infrastructure ecosystem adoption of Marvell interconnect, SerDes, and parallel interface capabilities as computing system applications, such as cloud, AI, networking, 5G, automotive, and custom solutions, expand in scope, intricacy, and use case range.
Daniel Newman

Marvell Fiscal Q3 2023: Record Quarter Revenues and New Cloud Products Pave Way for Long-Term Growth

Futurum’s Daniel Newman and Ron Westfall evaluate Marvell’s fiscal Q3 2023 results highlighted by record revenue of $1.54 billion, growing 27% year over year, and why portfolio-wide innovations, such as across customized ASIC and Secure Deterministic Ethernet, provide the overall foundation to meet near-term storage inventory adjustments and macroeconomic headwinds in fulfilling its Q4 2023 outlook and returning to a broader and industry-wide growth trajectory.
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