Marvell Technology Inc Stock Price, News & Analysis

Marvell Technology (NASDAQ: MRVL) has unveiled the industry's first 2nm 64 Gbps bi-directional die-to-die (D2D) interconnect IP, a breakthrough technology for next-generation XPUs. The new interface delivers 32 Gbps of simultaneous two-way connectivity per wire and offers bandwidth density exceeding 30 Tbps/mm.

Key features include 3x higher bandwidth density than UCIe at equivalent speeds, 85% reduced compute die area requirements, and advanced adaptive power management that cuts power consumption by up to 75% during normal workloads. The technology, available in both 2nm and 3nm nodes, includes unique features like redundant lanes and automatic lane repair for enhanced reliability.

This announcement follows Marvell's series of 2nm innovations, including its 2nm platform announcement in March 2024 and custom SRAM technology launch.

Marvell Technology (NASDAQ: MRVL) announced that Microsoft has selected its LiquidSecurity hardware security modules (HSMs) for Microsoft Azure Cloud HSM service. This expands their existing collaboration, as Marvell's HSMs already power Azure Key Vault and Azure Key Vault Managed HSM services.

The FIPS 140-3 Level 3 certified Azure Cloud HSM service provides customers with dedicated HSM clusters for cryptographic operations. Marvell's PCIe-based LiquidSecurity HSMs, powered by OCTEON DPUs, can manage 100,000 encryption key pairs and process over 1 million operations per second. The HSM-as-a-service market is projected to grow at 8.5% annually through 2029.

Infineon Technologies (OTCQX: IFNNY) has completed its acquisition of Marvell Technology's Automotive Ethernet business for $2.5 billion. The transaction strengthens Infineon's leadership in automotive semiconductors and software-defined vehicles technology.

The acquired business features a design-win pipeline of $4 billion by 2030 and is expected to generate revenue of $225-250 million in 2025 with a 60% gross margin. The Brightlane™ Automotive Ethernet portfolio includes PHY transceivers, switches, and bridges supporting data rates from 100 Mbps to 10 Gbps.

Infineon will integrate the business into a new "Ethernet Solutions" business line within its Automotive division, financing the acquisition through existing funds and debt capital.

Marvell Technology (NASDAQ: MRVL) has completed the sale of its Automotive Ethernet business to Infineon Technologies AG for $2.5 billion in an all-cash transaction. The deal closed on August 14, 2025, eleven days into Marvell's Q3 fiscal 2026.

The divested Automotive Ethernet business contributed mid-single-digit millions in revenue during the initial days of Q3 FY2026, and was projected to generate $225-250 million in revenue for fiscal 2026. Marvell expects no material impact on its non-GAAP earnings per share from this transaction. The company will discuss Q2 FY2026 results and Q3 guidance in its upcoming earnings call on August 28, 2025.

Marvell Technology (NASDAQ: MRVL), a leading infrastructure semiconductor solutions provider, has scheduled its second quarter fiscal year 2026 earnings conference call for Thursday, August 28, 2025, at 1:45 p.m. Pacific Time.

Investors can join through the Call me™ automated system or by dialing specific numbers. The call will be available via webcast on Marvell's investor relations website, with a replay accessible through September 4, 2025.

Marvell Technology (NASDAQ: MRVL) has announced a strategic collaboration with Rebellions Inc., a South Korean AI semiconductor company, to develop custom AI infrastructure solutions. The partnership focuses on creating high-performance, energy-efficient AI systems specifically designed for sovereign-backed initiatives and regional cloud providers across APAC and the Middle East.

The collaboration leverages Marvell's custom platforms, including advanced packaging, high-speed SerDes, and die-to-die interconnects, to create integrated rack solutions optimized for AI inference at scale. This initiative responds to the growing trend of moving away from standardized GPU-based architectures toward domain-specific systems built around custom ASICs.

Marvell Technology (NASDAQ: MRVL) has appointed Rajiv Ramaswami, the current President and CEO of Nutanix, to its Board of Directors effective July 22, 2025. Ramaswami brings over 30 years of technology industry experience, with expertise across software, cloud services, network infrastructure, and semiconductors.

Prior to his current role at Nutanix, Ramaswami served as COO of Products and Cloud Services at VMware and held senior leadership positions at prominent technology companies including Broadcom, Cisco, Nortel, Tellabs, and IBM. He holds advanced degrees in Electrical Engineering and Computer Science from UC Berkeley and IIT Madras.

Marvell Technology (NASDAQ: MRVL) has announced a strategic collaboration with Ferric Inc. to develop optimized integrated power solutions for Marvell's custom silicon platforms. The partnership focuses on implementing Ferric's Integrated Voltage Regulators (IVRs) into Marvell's processors for AI and cloud infrastructure.

Ferric's proprietary thin-film magnetic technology enables DC-DC power converters that are 10x smaller than conventional solutions. These IVRs can be integrated at the silicon level, delivering power with minimal distance and loss, which results in improved efficiency, speed, and scalability for multi-kilowatt compute platforms.

Marvell Technology (NASDAQ: MRVL) has introduced the industry's first 2nm custom Static Random Access Memory (SRAM), designed to enhance the performance of custom XPUs and devices for cloud data centers and AI clusters. The innovative SRAM delivers up to 6 gigabits of high-speed memory while operating at up to 3.75 GHz. Key benefits include up to 15% total die area savings and 66% reduction in on-chip memory standby power consumption. The custom SRAM achieves the industry's highest bandwidth per square millimeter, allowing chip designers to integrate more compute cores, expand memory, or reduce device size. This development is part of Marvell's broader custom technology platform strategy, which includes previous innovations like CXL technology and custom HBM technology, aimed at improving memory hierarchy performance in accelerated infrastructure.