Marvell

Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group

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AI/ML, and HPC to Inspire Significant Bandwidth Growth and Drive 112 Gbps and 224 Gbps SERDES Technologies INCLINE VILLAGE, NEV. – Jan. 31, 2024 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon… Read More »Merchant Silicon Market Dominated by Broadcom and Marvell in 2023, According to 650 Group

Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group

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Combination of AI, ML, and HPC Driving Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies Incline Village, Nevada – April 13, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the… Read More »Merchant Silicon Market Dominated by Broadcom and Marvell in 2022; According to 650 Group

Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

Data Center – $2.5B annualized run rate Driven by DPUs, Inphi, and Innovium acquisitions, Marvell has grown robustly in data center, geared towards the Cloud. Marvell is well positioned to the higher growth portions in the data center. Our research indicates Cloud CAPEX will prioritize AI/ML and DCI in 2023.… Read More »Marvell is Growing Robustly in its Four Core Markets – Highlights Gains During Industry Analyst Day

MWC 2022 Recap

Hyperscalers, Open RAN, Private 5G and chip announcements were top news at the MWC show in Barcelona last week.  Based on disclosures at the show, Open RAN looks to go commercial in 2023 and 2024, hyperscalers are obtaining contracts to carry an increasing amount of telecom-related workloads, Rakuten Symphony is… Read More »MWC 2022 Recap

The Party-Crashers of MWC21

This week’s MWC Barcelona 2021 had several themes; the most important was that several outsiders to the telecom industry were ever-present.  The new entrants – the party-crashers – included Starlink, Microsoft Azure, Amazon Web Services, Google Compute, and NVidia.  These new players are forcing change either through economics, new technology,… Read More »The Party-Crashers of MWC21

OCP Summit 2018 – Disaggregation Theme Dominates

The OCP Summit 2018 hit record attendance and we can can summarize the theme as that of continued disaggregation of network/server functions.  Examples of demonstrations, presentations and proposals associated with disaggregation are as follows: Flash/SSD.  Project Denali was presented by Microsoft.  The idea is it separates SSD controller functions from… Read More »OCP Summit 2018 – Disaggregation Theme Dominates