About Marvell Technology, Inc. - Common Stock (MRVL)
Marvell Technology Inc is a global semiconductor company that specializes in designing and manufacturing innovative solutions for data infrastructure. The company focuses on providing a wide range of products, including integrated circuits and system-on-chip solutions, that cater to applications in networking, storage, and processing. Marvell's technology enables efficient data transmission and storage, supporting various industries such as telecommunications, computing, and automotive. By leveraging advanced technologies, Marvell aims to drive the performance and efficiency of data centers and enterprise networks, while also contributing to the evolution of connected devices and smart technologies. Read More
As of January 27, 2026, the artificial intelligence industry has officially hit the "Photonic Pivot." For years, the bottleneck of AI progress wasn't just the speed of the processor, but the speed at which data could move between them. Today, that bottleneck is being dismantled. Silicon Photonics, or Photonic Integrated Circuits (PICs), have moved from [...]
As of late January 2026, the artificial intelligence industry finds itself in a familiar yet intensified paradox: despite a historic, multi-billion-dollar expansion of semiconductor manufacturing capacity, the "Compute Crunch" remains the defining characteristic of the tech landscape. At the heart of this struggle is Taiwan Semiconductor Manufacturing Co. (TPE: 2330) and its Chip-on-Wafer-on-Substrate (CoWoS) advanced [...]
The semiconductor industry, the undisputed engine of the global economy for the past three years, is facing a stark reality check as January 2026 draws to a close. What began as a triumphant year-end for high-flyers like Broadcom Inc. (Nasdaq: AVGO) has curdled into a period of intense volatility, triggered
Exactly one year ago, the financial world witnessed a seismic shift that redefined the artificial intelligence era. In late February 2025, following a highly anticipated earnings release, NVIDIA Corporation (NASDAQ: NVDA) experienced a historic single-day market cap loss that eventually peaked at a staggering $600 billion in value destruction. This
PALO ALTO, CA — As we enter the first month of 2026, the frenetic "land grab" era of artificial intelligence has officially collided with the cold reality of the balance sheet. For three years, the world’s largest technology companies have poured hundreds of billions of dollars into high-end silicon and
TAIPEI, Taiwan — In a definitive move to cement its dominance over the global AI supply chain, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially entered a "capex supercycle," announcing a staggering $52 billion to $56 billion capital expenditure budget for 2026. The announcement, delivered during the company's January 15 earnings call, signals the end [...]
As the global transition to sustainable transportation accelerates, a quiet revolution is taking place beneath the chassis of the world’s most advanced electric vehicles. Silicon photonics—a technology traditionally reserved for the high-speed data centers powering the AI boom—has officially made the leap into the automotive sector. This week’s series of breakthroughs in Photonic Integrated Circuits [...]
The global semiconductor industry is on the verge of a historic transformation, with annual revenues projected to surpass the $1 trillion mark for the first time in 2026. According to the latest data from Omdia, the market is expected to grow by a staggering 30.7% year-over-year in 2026, reaching approximately $1.02 trillion. This milestone follows [...]
As the global race for artificial intelligence supremacy intensifies, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has embarked on an unprecedented expansion of its advanced packaging capabilities. By the end of 2026, TSMC is projected to reach a staggering production capacity of 150,000 Chip-on-Wafer-on-Substrate (CoWoS) wafers per month—a nearly fourfold increase from late 2024 levels. This [...]
In a move that signals a fundamental shift in the architecture of artificial intelligence infrastructure, Arm Holdings plc (NASDAQ: ARM) has moved to acquire DreamBig Semiconductor, a specialized startup at the forefront of high-performance AI networking and chiplet-based interconnects. Announced in late 2025 and currently moving toward a final close in March 2026, the $265 [...]
The semiconductor sector witnessed a powerful broad-market rally on January 22, 2026, as optimism regarding artificial intelligence infrastructure and a thawing of geopolitical trade tensions sent shares soaring across the board. Leading the charge was Micron Technology (NASDAQ:MU), which saw its stock price surge by 6.8%, hitting near
In a move that signals a fundamental shift in the architecture of artificial intelligence, Marvell Technology (NASDAQ: MRVL) has announced the definitive acquisition of Celestial AI, a leader in optical interconnect technology. The deal, valued at up to $5.5 billion, represents the most significant attempt to date to replace traditional copper-based electrical signals with light-based [...]
As of January 22, 2026, the semiconductor industry has reached a definitive turning point: the era of the monolithic processor—a single, massive slab of silicon—is officially coming to a close. In its place, the Universal Chiplet Interconnect Express (UCIe) standard has emerged as the architectural backbone of the next generation of artificial intelligence hardware. By [...]
As of January 2026, the artificial intelligence industry has officially entered what architects are calling the "Era of Light." For years, the rapid advancement of Large Language Models (LLMs) was threatened by two looming physical barriers: the "memory wall"—the bottleneck where data cannot move fast enough between processors and memory—and the "copper wall," where traditional [...]
In a definitive moment for the semiconductor industry, Taiwan Semiconductor Manufacturing Company (TSMC: NYSE:TSM) has officially entered the "Angstrom Era." During its Q4 2025 earnings call in mid-January 2026, the foundry giant confirmed that its N2 (2nm) process node reached the milestone of mass production in the final quarter of 2025. This transition marks the [...]
As the artificial intelligence industry moves toward the unprecedented scale of million-GPU "superfactories," the physical limits of traditional networking have become the primary bottleneck for progress. Today, January 20, 2026, NVIDIA (NASDAQ:NVDA) has officially moved its Spectrum-X Ethernet Photonics switch system into a critical phase of volume production, signaling a paradigm shift in how data [...]
The semiconductor sector, the primary engine of the global market’s multi-year rally, faced a significant reality check on January 19, 2026. Shares of Broadcom Inc. (NASDAQ:AVGO) led a sharp retreat, falling 4.2% in a single session and dragging down high-growth sentiment across the tech landscape. This decline
In the shifting landscape of global technology, few companies have managed to transform themselves as radically—and as profitably—as Broadcom Inc. Today, on January 19, 2026, Broadcom stands not just as a semiconductor giant, but as a dual-engine powerhouse driving the infrastructure of the Artificial Intelligence (AI) revolution and the backbone of modern enterprise software. Introduction [...]
As of January 19, 2026, the semiconductor landscape has bifurcated into two distinct narratives: the race for raw compute power and the desperate struggle for connectivity to feed it. While NVIDIA (NASDAQ: NVDA) captured the world's imagination with its GPUs, Marvell Technology (NASDAQ: MRVL) has emerged as the essential architect behind the "plumbing" of the [...]
In the early weeks of 2026, the artificial intelligence industry has reached a pivotal realization: the race for dominance is no longer being won solely by those with the smallest transistors, but by those who can best "stitch" them together. At the heart of this paradigm shift is Taiwan Semiconductor Manufacturing Company (TSMC) (NYSE: TSM) [...]
The era of the general-purpose AI chip is facing its first major existential challenge. As of January 2026, the world’s largest technology companies—Google, Microsoft, Meta, and Amazon—have moved beyond the "experimental" phase of hardware development, aggressively deploying custom-designed AI silicon to power the next generation of generative models and agentic services. This strategic pivot marks [...]
