Marvell Technology Inc Stock Price, News & Analysis

Marvell Technology (NASDAQ: MRVL), a leading provider of data infrastructure semiconductor solutions, has announced plans to host its Investor Day on the morning of Tuesday, June 10, 2025, in New York City. The event will feature presentations from Chairman and CEO Matt Murphy along with the senior leadership team.

The company will release additional event details and webcast access information in a future press release closer to the event date. The physical event will be restricted to invited attendees only.

Marvell Technology (NASDAQ: MRVL) has announced an advanced custom XPU architecture with co-packaged optics (CPO) technology, building upon its recently announced custom high-bandwidth memory compute architecture. The breakthrough enables the integration of CPO into next-generation custom XPUs, allowing AI servers to scale up from tens of XPUs within a rack to hundreds across multiple racks.

The new architecture combines XPU compute silicon, HBM, and other chiplets with Marvell 3D SiPho Engines on the same substrate. This integration enables 100X longer distances than electrical cabling and faster data transfer rates. The company's 6.4T 3D SiPho Engine features 32 channels of 200G electrical and optical interfaces, delivering 2x the bandwidth, 2x the input/output bandwidth density, and 30% lower power per bit compared to 100G interfaces.

Marvell Technology (NASDAQ: MRVL) has announced a quarterly dividend of $0.06 per share of common stock. The dividend will be payable on January 30, 2025 to shareholders who are on record as of January 10, 2025.

Marvell Technology (NASDAQ: MRVL) has announced the general availability of a new 200G per lane optimized transimpedance amplifier (TIA) and laser driver chipset, enabling 800 Gbps and 1.6 Tbps linear-drive pluggable optics (LPO). The chipset addresses next-generation short-reach, scale-up compute fabric connectivity requirements, overcoming the limitations of passive, direct-attached copper (DAC) cable interconnects.

The solution is specifically designed for AI-driven data centers that require higher-bandwidth interconnects, particularly in compute fabric networks connecting XPUs within and across racks. The LPO chipset features adjustable equalization to compensate for channel loss, best-in-class linearity, and improved module performance margin while reducing design complexity, power consumption, and TCO.

Marvell Technology (NASDAQ: MRVL) has unveiled a groundbreaking custom HBM compute architecture for cloud AI accelerators. The new technology enables XPUs to achieve up to 25% more compute capacity and 33% greater memory while improving power efficiency. The architecture features advanced die-to-die interfaces and delivers up to 70% lower interface power compared to standard HBM interfaces.

Marvell is collaborating with leading HBM manufacturers - Micron, Samsung Electronics, and SK hynix - to develop custom HBM solutions for next-generation XPUs. The optimized interfaces reduce required silicon real estate in each die, allowing HBM support logic integration onto the base die, resulting in improved performance and lower TCO for cloud operators.

Marvell Technology (NASDAQ: MRVL) has unveiled Aquila, the industry's first coherent-lite DSP optimized for 1.6 Tbps coherent optical transceiver modules operating at O-band wavelengths. The new DSP is designed for distributed campus data center interconnects spanning up to 20 km with high bandwidth and low latency.

The Aquila DSP introduces an innovative O-band coherent architecture that delivers cost efficiency, power savings, and scalability for campus-based data center connectivity. It enables 1.6 Tbps total bandwidth in pluggable module form factor with 400 Gbps/lane 16-QAM signaling, addressing the growing market need as the industry shifts from large-scale facilities to campus-based data centers due to power and space constraints.

Marvell Technology (MRVL) reported Q3 fiscal 2025 results with net revenue of $1.516 billion, showing 7% year-over-year growth and exceeding guidance by $66.0 million. The company posted a GAAP net loss of $(676.3) million, or $(0.78) per diluted share, while non-GAAP net income was $373.0 million, or $0.43 per diluted share.

For Q4 fiscal 2025, Marvell forecasts revenue of $1.800 billion (±5%), expecting 19% sequential growth and 26% year-over-year growth. The company attributes strong performance to AI-driven demand, with custom AI silicon programs now in volume production and robust demand for interconnect products from cloud customers.

Marvell Technology (NASDAQ: MRVL) has introduced Ara, the industry's first 3nm 1.6 Tbps PAM4 interconnects platform with 200 Gbps electrical and optical interfaces. Built on their successful Nova 2 DSP, Ara reduces optical module power consumption by over 20% through its 3nm technology and integrated optical modulator drivers. The platform features eight 200 Gbps electrical and optical lanes, enabling 1.6 Tbps in a standardized module form factor. This advancement aims to address increasing AI bandwidth demands while maintaining data center power constraints. Marvell plans to sample Ara to select customers in Q1 2025.

Marvell Technology (NASDAQ: MRVL) has expanded its strategic partnership with Amazon Web Services (AWS) through a five-year, multi-generational agreement. The collaboration encompasses the supply of custom AI products, optical DSPs, AEC DSPs, PCIe retimers, DCI optical modules, and Ethernet switching silicon solutions. Additionally, Marvell will utilize AWS's cloud infrastructure for electronic design automation (EDA), enabling accelerated silicon design through advanced compute capabilities. This cloud-first approach allows Marvell to parallelize design tasks and handle dynamic compute requirements more efficiently, while providing AWS with essential silicon technologies for their data center operations.