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Marvell

2 articles on this topic, newest first.

Is Memory Peaking? In the AI Era, Watch the Bottleneck, Not the Demand

Demand still outruns supply. But memory stocks can peak before demand does. The real question is how long HBM4, server DRAM, CXL and Big Tech capex keep the cash flowing.

Tech

AI Data Centers' Next Bottleneck Isn't Compute. It's Moving Data

Marvell and GlobalFoundries are expanding capacity for optical semiconductors used in AI data centers. As GPU counts climb, what matters most is no longer the speed of a single chip but how fast and how cheaply data moves between tens of thousands of them.

Tech