12/09/2024, 02:31 AM UTC
芯片公司,悄然崛起Marvell: The Quiet Rise of a Semiconductor Giant
➀ Marvell在发布2025财年第三季度财报后,市值首次突破1000亿美元;
➁ Marvell的定制芯片(ASIC)业务是其强劲增长的核心动力之一,过去25年设计了超过2000款定制芯片;
➂ Marvell的定制AI芯片服务成为其主要收入来源,与重要合作伙伴建立了显著的合作关系,并计划占据数据中心400亿美元定制芯片市场的20%份额;
➃ Marvell的互联业务快速增长,包括PAM4 SerDes技术和光互连解决方案的进步;
➄ Marvell的3nm光学DSP和5nm PCIe重定时器产品预计将推动未来的增长;
➅ Marvell的51.2T以太网交换机Teralynx 10旨在数据中心环境中提供低功耗和高性能;
➆ Marvell对AI和数据中心技术的关注预计将继续推动增长和市场资本化。
➀ Marvell's market capitalization surpassed $100 billion for the first time after releasing its Q3 fiscal year 2025 financial results;
➁ Marvell's ASIC business is a key driver of its growth, with over 2,000 custom chips designed over 25 years;
➂ Marvell's custom AI chip services are becoming a major revenue source, with significant partnerships and a goal of capturing 20% of the $40 billion custom chip market in data centers;
➃ Marvell's interconnect business is growing rapidly, with advancements in PAM4 SerDes technology and optical interconnect solutions;
➄ Marvell's 3nm optical DSP and 5nm PCIe retimer products are set to drive future growth;
➅ Marvell's 51.2T Ethernet switch, Teralynx 10, is designed for low power and high performance in data center environments;
➆ Marvell's focus on AI and data center technologies is expected to continue driving growth and market capitalization.
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