June 15, 2026 10:19 AM GMT Semiconductors | North America Takeaways from public company meetings on our bus tour We summarize positive meetings with CEOs of ALAB, MRVL, INTC. Key Takeaways ALAB Management expects content per XPU to continue growing from roughly ~ $1,000 today as AI infrastructure becomes more interconnect-intensive. The company is investing across optical, UAL, and NVL, and highlighted that customers are increasingly describing Astera's large PCIe switch as an "NVSwitch for the open ecosyst ...