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Marvell Technology (MRVL US)
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130
Analysis
Information Technology
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United States
Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.
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bullish
•
Thematic (Sector/Industry)
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07 Feb 2024 10:03
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Broker
Semi - Hyperscalers’ FY23 Results Review
This capex boost further confirms our perspective on the ongoing AI momentum into 2024, driven by strong demand for building computing capacity.
CMB International
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191 Views
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bullish
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Thematic (Sector/Industry)
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27 Jan 2024 06:38
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Broker
Semi – Market Outlook on Optical Transceivers
If we consider 2023 as a banner year for AI technology, 2024 is set to be another solid year for both infrastructure investments and downstream...
CMB International
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336 Views
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bullish
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Thematic (Sector/Industry)
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17 Nov 2023 19:51
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Broker
Technology (Hardware/Semi)
Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator...
CMB International
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393 Views
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bullish
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Thematic (Sector/Industry)
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17 Oct 2023 08:50
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Broker
Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase
Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.
CMB International
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341 Views
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