Marvell Technology Inc Stock Price, News & Analysis

Marvell Technology (NASDAQ: MRVL) announced significant changes to its Board of Directors. Michael Strachan, Lead Independent Director and Audit Committee Chair, and Robert Switz, Executive Compensation Committee Chair, will not seek reelection at the Annual Meeting on June 13, 2025. Both directors have served since 2016 and played key roles in Marvell's transformation. Brad Buss, a director since 2018, will become the new Lead Independent Director effective June 13, 2025.

The company has nominated eight current directors for reelection, including Sara Andrews, Tudor Brown, Brad Buss, Daniel Durn, Rebecca House, Marachel Knight, Matt Murphy, and Rick Wallace.

Marvell Technology (NASDAQ: MRVL) has announced successful interoperability testing of its Structera Compute Express Link (CXL) portfolio with both AMD EPYC CPUs and 5th Gen Intel Xeon platforms. The testing demonstrated seamless integration across various configurations and workloads.

The Structera product family, built on CXL 2.0, includes two key products:

• Structera A: Near-memory accelerators with Arm Neoverse V2 cores and DDR5 support
• Structera X: Memory expansion controllers supporting DDR4 and DDR5 DIMMs

This interoperability enables cloud data center providers to increase memory capacity and bandwidth, add computing cores, and optimize resource utilization. The technology supports memory-intensive applications like AI, machine learning, and high-performance computing while promoting sustainable data center architectures.

Infineon Technologies AG (OTCQX: IFNNY) has announced the acquisition of Marvell Technology's Automotive Ethernet business for US$2.5 billion in an all-cash transaction. The deal strengthens Infineon's position as the global leader in automotive semiconductors and enhances its capabilities for software-defined vehicles.

The acquired business is projected to generate revenue of US$225-250 million in 2025 with a gross margin of approximately 60%. Marvell's Brightlane™ Automotive Ethernet portfolio includes PHY transceivers, switches, and bridges supporting network data rates up to 10 Gbps. The business serves over 50 automotive manufacturers and has a design-win pipeline of around US$4 billion until 2030.

The transaction will be financed through existing liquidity and additional debt, with closing expected within calendar year 2025, subject to regulatory approvals.

Infineon Technologies AG (IFNNY) has entered into a definitive agreement to acquire Marvell Technology's Automotive Ethernet business for US$2.5 billion in cash. The acquisition strengthens Infineon's position as the global leader in automotive semiconductors and enhances its capabilities for software-defined vehicles.

The acquired business is expected to generate revenue of US$225-250 million in calendar year 2025 with a gross margin of around 60%. Marvell's Brightlane™ Automotive Ethernet portfolio includes PHY transceivers, switches, and bridges supporting network data rates up to 10 Gbps. The business serves over 50 automotive manufacturers and has a design-win pipeline of approximately US$4 billion until 2030.

The all-cash transaction will be financed through existing liquidity and additional debt, with closing expected within calendar year 2025, subject to regulatory approvals.

Marvell Technology (NASDAQ: MRVL) has announced a definitive agreement to sell its Automotive Ethernet business to Infineon Technologies AG for $2.5 billion in an all-cash transaction. The deal includes Marvell's Brightlane® Automotive Ethernet portfolio and related assets.

The business is projected to generate revenue between $225-250 million in fiscal 2026. The transaction, approved by Marvell's Board of Directors, is expected to close within calendar year 2025, subject to customary conditions and regulatory approvals.

The sale aligns with Marvell's transformation into a data infrastructure solutions provider, with data center end market now representing 75% of consolidated revenue in Q4 fiscal 2025.

Marvell Technology (NASDAQ: MRVL) has scheduled its first quarter fiscal year 2026 financial results conference call for Thursday, May 29, 2025, at 1:45 p.m. Pacific Time. The infrastructure semiconductor solutions provider will host the call following the release of its quarterly results.

Participants can join through automated registration at https://emportal.ink/3YaAA6X or dial 1-800-836-8184/1-646-357-8785 for operator assistance. The call will be webcast on Marvell's Investor Relations website. A replay will be available until June 5, 2025, via 1-888-660-6345 or 1-646-517-4150 using passcode 40410#.

Marvell Technology (NASDAQ: MRVL) has announced demonstrations of 800G and 1.6T Alaska® A PAM4 DSPs for Active Electrical Cables (AECs) at OFC 2025, in collaboration with partners 3M, Amphenol, Broadex, Luxshare-Tech, and TE Connectivity.

The Alaska A 1.6T PAM4 DSP is the industry's first AEC DSP for 200G/lane-based accelerated infrastructure architectures, while the 800G version supports connectivity up to seven meters for 100G/lane applications. The AEC silicon market is projected to grow at 61% annually, reaching $1.3 billion by 2029.

Key features include:

• 1.6T DSP enables >3-meter reach with 32AWG cable
• 800G AEC extends copper connectivity to 7 meters vs traditional 2-meter limit
• Solutions target AI, machine learning, and cloud computing infrastructure

Marvell Technology (NASDAQ: MRVL) has achieved a groundbreaking milestone with the industry's first 400G/lane technology demonstration, featuring a complete electrical to optical link operating at 224 Gbaud. The company will showcase this innovation at OFC 2025 in San Francisco from March 30-April 3, 2025.

The technology represents a significant advancement, offering a 4x increase over current 100G/lane infrastructure and 2x increase over 200G/lane systems being deployed this year. Marvell is collaborating with industry leaders including Lumentum, TeraHop, and Coherent to develop products based on this technology.

This breakthrough will enable cloud data centers to substantially increase bandwidth capacity, maximize output, enhance efficiency, and reduce AI training time. The technology is particularly significant as pluggable transceiver modules are expected to remain the dominant solution for optical connectivity in data centers through 2030.

Marvell Technology (NASDAQ: MRVL) has unveiled its new 1.6T silicon photonics light engine integrated into a linear-drive pluggable optics (LPO) module at OFC 2025. This innovative solution, the second in Marvell's light engine family, supports eight channels of 200 Gbps PAM4 optical interconnect with standards-based signaling.

The light engine consumes less than 5 picojoules per bit, including laser power, under typical conditions. It consolidates hundreds of components including modulators, photodetectors, drivers, and microcontrollers in a single package, optimized for pluggable modules.

This quarter-scale implementation of the 6.4T light engine addresses next-generation AI scale-up network requirements, offering a solution for mid-density rack-scale connectivity. The product is currently sampling to select customers.