Marvell Stock Drops as Microsoft–Broadcom Talks and Amazon Chip Loss Raise Concerns
Marvell Technology shares fell after reports of Microsoft exploring Broadcom for custom chips and a downgrade citing likely loss of Amazon’s future Trainium designs.
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POET Technologies Surges as Marvell–Celestial AI Deal Highlights Its Role in the AI Boom
POET Technologies jumps as Marvell’s acquisition of Celestial AI boosts confidence in photonics demand and validates POET’s technology and sales outlook.
Marvell Reports Strong Q3 Results, Beats Guidance with 37% Revenue Growth
Marvell expects semi-custom chip revenue to rise 20% next year, driven by a new next-gen chip for a "major customer."
Marvell Technology Acquires Celestial AI for up to $5.5B to Lead Optical Interconnect Technology
Marvell takes massive financial gamble on Celestial AI's optical interconnect technology with uncertain returns and delayed revenue timeline.
SoftBank Eyes Marvell in Potential $100B Chip Industry Mega-Deal
SoftBank explored acquiring US chipmaker Marvell Technology to combine with Arm Holdings, eyeing AI chip market dominance in what could be the semiconductor industry's largest-ever deal.
China Fights Back: New Probes Target US Computer Chips
China launches anti-dumping and anti-discrimination investigations against US semiconductor companies, escalating trade tensions ahead of high-level talks.