Marvell Technology, Inc. (MRVL) dazzled investors in 2024 with its stock surging an extraordinary 83.1%, far outpacing its peers. In comparison, the Zacks Electronics - Semiconductors industry rose 59.2%, and the SPDR S&P Semiconductor ETF (XSD) managed only a 10.5% gain.Heavyweights like Advanced Micro Devices, Inc. (AMD) and Micron Technology, Inc. (MU) faltered, with declines of 18.1% and 1.4%, respectively. Marvell’s standout performance underscores its leadership in the semiconductor space.2024 Price R ...

Shares of Marvell Technology Inc MRVL have risen by 7.04% over the last five trading sessions as the semiconductor manufacturer said that its XPU chip with a new update accelerates the performance of AI servers. Technical analysis of daily moving averages indicate a strong bullish uptrend.What Happened: Chipmaker Marvell in a press release dated Jan. 6 said that its chip called the ‘Marvell AI accelerator’ or XPU, when integrated Co-Packaged Optics (CPO) enhances AI server performance.According to the press ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool recommends Marvell Technology. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

公司和行业 - Marvell Technology 被 The Motley Fool 推荐 [1]

Calgary, Alberta--(Newsfile Corp. - January 7, 2025) - Marvel Biosciences Corp. (TSXV: MRVL) (OTCQB: MBCOF) ("Marvel" or the "Company") is pleased to announce that it intends to complete a non-brokered private placement of common shares of ‎the Company (each a "Common Share") at a price of $0.15 per Common Share for gross ‎proceeds of a minimum of $1,935,000 and up to a maximum of $2,500,000 (the "Offering").‎It is anticipated that the net proceeds from the Offering will be used to pay a deposit for phase ...

公司动态 - Marvell Technology的股价在周一上涨近2%至120.22美元 过去一年股价已翻倍 [3] - 公司宣布其AI加速器芯片（XPUs）能够显著提升AI服务器的性能 [1] - 公司的共封装光学技术将芯片密度从每服务器机架数十个提升到跨多个机架的数百个 该技术现已可供客户使用 主要用于云超大规模企业开发定制XPU设计 [1] 财务表现 - 公司当前季度的收入预测显著超出华尔街预期 [2] - 公司CEO表示 AI网络和定制处理器芯片的销售额有望在2026财年达到25亿美元 超出此前预期 [2]

New Marvell AI accelerator (XPU) architecture enables higher bandwidth and longer reach scale-up fabric connections for custom AI servers. XPUs with integrated Co-Packaged Optics (CPO) enhance AI server performance by increasing XPU density from tens within a rack to hundreds across multiple racks. Marvell CPO leverages multiple generations of silicon photonics technology, which has been shipping for over eight years with more than 10 billion device hours of field operation.SANTA CLARA, Calif., Jan. 6, 20 ...

One of the biggest semiconductor sector winners last year was Marvell Technology (MRVL 4.07%), up 83%. Unsurprisingly, this was due to its burgeoning artificial intelligence chip business.Marvell has a smaller but similar portfolio to Broadcom's (AVGO 0.25%) semiconductor business, which is a collection of ASICs (application specific integrated chips) that cloud giants use to create their own custom AI accelerators, networking chips and digital signal processors for AI data centers, and other less-attractiv ...

公司表现 - Marvell Technology 12月股价上涨19.2% 全年累计涨幅达83% [1] - 公司第三财季营收增长7%至15.2亿美元 调整后每股收益增长5%至0.43美元 超出分析师预期 [2] - 数据中心业务同比增长98% 占营收比例从39%提升至73% [4] - 管理层预计下季度营收将达18亿美元 环比增长19% 年化增长99% [5] 业务发展 - 公司与亚马逊达成5年合作协议 共同开发AI数据中心基础设施 包括定制ASIC芯片和光网络芯片 [5] - 推出新型内存接口 大幅提升ASIC处理高带宽内存的速度和效率 [6] - 发布行业首款1.6Tbps PAM4数字信号处理器 用于超高速AI通信 [6] 行业趋势 - 数据中心业务逆势增长 其他业务领域(企业网络 电信设备 消费电子 汽车/工业)均处于下行周期 [3] - AI基础设施建设持续扩张 可能推动公司未来增长 [7]

SoundHound AI - SoundHound股票在2023年底至2024年底的一年内涨幅超过1000% 将10万美元的投资增值至超过100万美元 [1] - SoundHound目前的市销率高达109倍 远高于一年前的12倍 估值已变得昂贵 [10] Marvell Technology - Marvell的数据中心业务收入在2024年第三季度同比增长98% 达到11亿美元 抵消了其他业务的疲软 推动整体收入同比增长7%至15.1亿美元 [11] - Marvell的定制AI处理器需求强劲 预计将大幅超过本财年15亿美元的营收预期 并有望提前实现2026财年25亿美元的AI业务收入目标 [4] - Marvell在ASIC市场的份额估计为13%-15% 是第二大厂商 目前有两家定制AI处理器和网络芯片客户 预计未来将增加第三家大客户 [5] - 分析师预计Marvell下一财年每股收益将大幅增长77%至2.76美元 远高于本财年3%的预期增速 [5] - 预计未来三年定制AI处理器和网络芯片市场规模将达到600-900亿美元 Marvell若能将市场份额提升至20% 其AI业务收入有望从15亿美元跃升至75亿美元 [12][13] - Marvell目前42倍的远期市盈率低于美国科技板块51倍的平均水平 估值具有吸引力 [14] Cloudflare - Cloudflare正在其遍布120多个国家330个城市的数据中心部署GPU 以支持AI应用的开发和部署 [6] - Cloudflare的AI相关新产品推动了客户支出增长 预计2024财年收益将增长51% [7] - 上季度年收入超过10万美元的大客户数量同比增长28%至3265家 美元净留存率达到110% [7] - Cloudflare将2024财年收入预期从16.5亿美元上调至16.6亿美元 预计同比增长28% [16] - 付费客户数量同比增长22% 公司预计2027年总可寻址市场将达到2220亿美元 [17] - Cloudflare目前24倍的市销率虽然较高 但其庞大的数据中心网络和巨大的市场机会可能在未来证明这一估值的合理性 [8]