Key Takeaways Marvell is gaining from AI-data centers and demand for custom silicon and optical connectivity.Micron is expanding with strong HBM demand, new products, and deep hyperscaler partnerships.MU revenues are set to rise 48% in FY25, while MRVL guides for slower sequential growth.Marvell Technology (MRVL) and Micron Technology (MU) are two semiconductor stocks riding the artificial intelligence (AI) infrastructure wave — but in very different ways. While Marvell Technology plays a key role in the cu ...