bullish

Marvell Expects Hyper-Growth in Data Center Custom Chips (ASIC) With a Higher Earnings Risk

392 Views18 Jun 2025 02:21
​Marvell's AI event highlights Data Center/Accelerators roadmap with potential 50% CAGR to 2028, but faces challenges in margins and scalability compared to AMD, Nvidia.
What is covered in the Full Insight:
  • Introduction to Marvell's AI Event
  • Marvell's Dual Strategy in IP and Custom-ASICs
  • Market Outlook and Marvell's Growth Projections
  • Risks and Concerns in Marvell's Business Model
  • Conclusion and Personal Investment Stance
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Nicolas Baratte
Technology / Semiconductor / Internet Research
Information TechnologyEquities
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