Marvell’s Custom Silicon Business
Marvell has a better book of custom silicon designs than many give it credit for, but we still have a lot of longer-term questions about the health of this business.
Tag Archives: Marvell
Marvell goes all-in on the hyperscalers
Marvell is now a hyper-scaler supplier. For better or worse.
Marvell Turns a Corner
After a long year of declines, Marvell’s catalog products have turned the corner and allowed the company to shift the focus away from the more volatile custom ASIC business.
CES 2024: Begun the Inference Wars Have
We used to assume that the economics of AI Inference would depend on Edge Inference, but we saw a lot to test that assumption at CES, which calls into question the uplift semis companies not named Nvidia can expect from AI.
What does Marvell want to be?
Marvell has immense talent and a wide range of capabilities. But it is not clear how that all hangs together. It is hard to see Marvell as an independent company five years from now.
Why M&A is not a good path for Qualcomm
Just for the sake of argument could Qualcomm buy its way back to near-term revenue growth? We take a not-so-serious look at one option. The point is there are not a lot of good targets left.
A Battle in Wireless Networking Semis
There is a battle brewing for wireless network semis featuring Intel whose chip looks pricey, Marvel who is highly flexible and Qualcomm who has serious radio skills but also a history of losing interest in this market, and even a start-up, Picocom.
Intel Mobile Deja Vu
The market for base station and RAN silicon is shaping up to one of the most interesting to watch in the new year. And intel seems to have forgotten its long, sorry history in the space, making for some great viewing.
The Changing Face of Compute
A recap of our emerging thesis on the changing nature of compute and what that means for semis companies large and small.
Home Depot for DIY Chips
The large, incumbent chip companies are all choosing to embrace the trend of Roll-Your-Own chips by offering support services to non-chip companies’ efforts. Done well this may end up driving those customers to buy more catalog parts. Hopefully.