MARVELL

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

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목요일, 6월 13, 2024

Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the latest Optical Components Report from research firm Cignal AI.

Key Points: 
  • Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the latest Optical Components Report from research firm Cignal AI.
  • Well over 3 million high-speed datacom modules were shipped this quarter in support of AI cluster interconnect and traditional computing applications.
  • “While some vendors have reported that lead times are coming down, the demand for 400GbE and 800GbE modules remains exceptionally strong and we anticipate that datacom segment revenue will double in 2024.”
    Additional 1Q24 Optical Component Report Findings:
    Spending on Datacom optical components was up more than 90% YoY as AI applications of 400GbE and 800GbE optical modules for AI applications drove demand to record levels.
  • Combined unit shipments of 400GbE and 800GbE Datacom modules across all SR/DR/FR/LR specifications jumped over 25% QoQ.

Kevin O’Buckley to Lead Foundry Services at Intel

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월요일, 5월 13, 2024

Intel Corporation today announced the appointment of Kevin O’Buckley as senior vice president and general manager of Foundry Services, the customer service and ecosystem operations division of Intel Foundry.

Key Points: 
  • Intel Corporation today announced the appointment of Kevin O’Buckley as senior vice president and general manager of Foundry Services, the customer service and ecosystem operations division of Intel Foundry.
  • View the full release here: https://www.businesswire.com/news/home/20240513572065/en/
    Kevin O’Buckley is senior vice president and general manager of Foundry Services at Intel Corporation.
  • The Intel Foundry business encompasses Intel’s technology development, global manufacturing, and foundry customer service and ecosystem operations.
  • Pann retires from Intel after 35 years of distinguished service with a wide-ranging legacy of achievements including successfully standing up Intel Foundry under Intel’s new operating model.

Marvell Technology, Inc. Announces Conference Call to Review First Quarter of Fiscal Year 2025 Financial Results

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월요일, 5월 6, 2024

SANTA CLARA, Calif., May 6, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in infrastructure semiconductor solutions, today announced it will conduct a conference call following the release of its first quarter of fiscal year 2025 financial results on Thursday, May 30, 2024, at 1:45 p.m. Pacific Time.

Key Points: 
  • SANTA CLARA, Calif., May 6, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in infrastructure semiconductor solutions, today announced it will conduct a conference call following the release of its first quarter of fiscal year 2025 financial results on Thursday, May 30, 2024, at 1:45 p.m. Pacific Time.
  • Interested parties may join the conference call without operator assistance by registering and entering their phone number at https://emportal.ink/4dgLjlZ to receive an instant automated call back.
  • The call will be webcast and can be accessed at the Marvell Investor Relations website at http://investor.marvell.com/ .
  • A replay of the call can be accessed by dialing 1-888-660-6345 or 1-646-517-4150, passcode 60615# until Thursday, June 6, 2024.

SPACE-THEMED CHALLENGE PROPELS 37th ANNUAL TECH CHALLENGE TO NEW HEIGHTS

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월요일, 4월 29, 2024

SAN JOSE, Calif., April 29, 2024 /PRNewswire/ -- The Tech, the world-renowned science, technology, and education center in the heart of Silicon Valley, announces the results of the Final Showcase of 37th Annual Tech Challenge, which took place on April 27-28 in downtown San Jose. Presented by Amazon, The Tech Challenge drew thousands of students in grades 4-12 to South Hall to put their creative solutions and engineering journals to the test in front of the judges.

Key Points: 
  • This year's challenge, "Cosmic Quest", sent teams on a fictional journey to aid scientists in unraveling the mysteries of a distant planet and its largest moon.
  • "The Tech Challenge sparks students' passion for engineering, fostering a profound love for learning, teamwork, and innovation," stated Abby Longcor, Senior Director of The Tech Challenge.
  • The Tech Challenge would not be possible without the enduring support of hundreds of educators.
  • The award is named after a long-time Tech Challenge champion Bob Grimm, who was a stalwart supporter of providing STEM education resources for all.

Marvell Appoints Rick Wallace and Daniel Durn to its Board of Directors

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월요일, 4월 29, 2024

"Rick and Dan are proven leaders with track records of successfully guiding companies to higher levels of industry leadership and growth," said Matt Murphy, Chairman and Chief Executive Officer of Marvell.

Key Points: 
  • "Rick and Dan are proven leaders with track records of successfully guiding companies to higher levels of industry leadership and growth," said Matt Murphy, Chairman and Chief Executive Officer of Marvell.
  • "Both have extensive experience in our industry – Rick as leader of KLA, and Dan's leadership in semiconductors prior to his current role at Adobe.
  • Wallace has also served as a member of the board of directors of SEMI (Semiconductor Equipment and Materials International), including as SEMI's Chairman of the Board, Splunk, Inc., NetApp, Inc., Proofpoint, Inc., and Beckman-Coulter.
  • Durn brings his decades of experience in the technology industry to Marvell, including 10 years as a public company CFO.

The Linux Foundation's Open Programmable Infrastructure Project Announces New Lab for Testing

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월요일, 4월 29, 2024

SAN FRANCISCO, April 29, 2024 /PRNewswire/ -- The Open Programmable Infrastructure (OPI) Project, a community-driven initiative focused on creating a standards-based open ecosystem for next-generation architectures and frameworks based on Data Processing Units (DPUs) and Infrastructure Processing Units (IPUs) technology, announces a new resource lab to test and explore a common provisioning and lifecycle management framework. The new lab will be initially used for CI/CD operations as the project builds and tests OPI-related code. The Lab will also help project members create demos and proofs of concept as new use cases are explored.

Key Points: 
  • The new lab will be initially used for CI/CD operations as the project builds and tests OPI-related code.
  • The Lab will also help project members create demos and proofs of concept as new use cases are explored.
  • "The new lab will help the OPI Project create an open ecosystem for next generation data centers, private clouds, and edge deployments."
  • To learn more about the Open Programmable Infrastructure Project, visit https://opiproject.org/ .

AI Deployment Accelerates 800GbE Optical Growth According to Cignal AI

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화요일, 4월 23, 2024

Datacom optical component revenue grew for the 4th straight quarter with the explosion of demand for optics used in AI clusters, according to the most recent 4Q23 Optical Components Report from research firm Cignal AI.

Key Points: 
  • Datacom optical component revenue grew for the 4th straight quarter with the explosion of demand for optics used in AI clusters, according to the most recent 4Q23 Optical Components Report from research firm Cignal AI.
  • Nvidia, Coherent, and Innolight lead in 800GbE Datacom module shipments for hyperscale AI applications.
  • View the full release here: https://www.businesswire.com/news/home/20240423043940/en/
    Top 4Q23 optical component vendors by speed and technology (Graphic: Business Wire)
    “Datacom shipments, especially 800GbE optics, are ramping up fast and shipped units are forecast to reach 8 million in 2024,” said Scott Wilkinson, Lead Analyst for Optical Components at Cignal AI.
  • Results from Cignal AI’s Optical Component Report are presented live each quarter by Lead Analyst Scott Wilkinson.

Qualcomm Low Configuration 8295 Based Cockpit Domain Controller Dismantling Analysis Report - ResearchAndMarkets.com

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목요일, 4월 11, 2024

The "Qualcomm 8295 Based Cockpit Domain Controller Dismantling Analysis Report" report has been added to ResearchAndMarkets.com's offering.

Key Points: 
  • The "Qualcomm 8295 Based Cockpit Domain Controller Dismantling Analysis Report" report has been added to ResearchAndMarkets.com's offering.
  • The official name of the cockpit domain controller is "Digital Cockpit Head Unit (DHU)".
  • The cockpit domain controller has two versions, high configuration and low configuration, both of which use Qualcomm SA8295P chips.
  • This article carries out a rough dismantling analysis on the DHU, involving overview, master chip, storage, MCU and radio.

GM Recognizes Marvell With 2023 Overdrive Award For Its Automotive Ethernet Technology

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화요일, 4월 23, 2024

SANTA CLARA, Calif., April 23, 2024 /PRNewswire/ -- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that General Motors has named it one of just eight 2023 Overdrive Award winners.

Key Points: 
  • Overdrive and other award recipients are selected by a global, cross-functional GM team based on performance, innovation, cultural alignment with GM's values, and commitment to achieving GM's ambitious goals.
  • The Overdrive Award recognizes exceptional suppliers who consistently exceed expectations in their partnership with GM.
  • "Marvell is excited to receive a 2023 Overdrive Award from GM, joining a select group of suppliers," said Mike Yeager, vice president and general manager, Automotive Business Unit, at Marvell.
  • I'm proud GM has recognized Marvell for being a key supplier and for our commitment to supply chain resiliency."

Global A.I. Healthcare Market Expected to Expand at CAGR of 36.4% From 2024 to 2030

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화요일, 4월 9, 2024

PALM BEACH, Fla., April 9, 2024 /PRNewswire/ -- Experts universally see that the AI in the healthcare market will continue to reach new highs throughout this decade. A report from Grand View Research said that the global AI in healthcare market size was estimated at USD 22.45 billion in 2023 and is expected to expand at a compound annual growth rate (CAGR) of 36.4% from 2024 to 2030.  The report said: "Growing datasets of patient health-related digital information, increasing demand for personalized medicine, and rising need to reduce care expenses are some major drivers of market growth. The rising global geriatric population, changing lifestyles, and increasing prevalence of chronic diseases have contributed to a growth in demand for diagnosing and improved understanding of diseases in their initial stages. Artificial Intelligence (AI) and machine learning (ML) algorithms are being widely adopted and integrated into healthcare systems to accurately predict diseases in their early stage based on historical health datasets.  Furthermore, deep learning technologies, predictive analytics, content analytics, and natural language processing (NLP) tools are enabling care professionals to diagnose patient's underlying health conditions at an earlier stage. The COVID-19 pandemic positively influenced the demand for AI technologies and unearthed the potential of these advanced technologies. Healthcare systems widely adopted these technologies in the rapid diagnosis and detection of different virus strains and utilized personalized information in improving the management of the outbreak. AI/ML algorithms were utilized in the diagnosis sector wherein these technologically driven modules were trained with datasets of chest CT images, symptoms, pathological findings, and exposure history to diagnose COVID-19-positive patients rapidly and accurately."  Active tech companies in the markets this week include: Avant Technologies, Inc. (OTCQB: AVAI), NVIDIA Corporation (NASDAQ: NVDA), SoundHound AI, Inc. (NASDAQ: SOUN), CXApp Inc. (NASDAQ: CXAI), Marvell Technology, Inc. (NASDAQ: MRVL).

Key Points: 
  • A report from Grand View Research said that the global AI in healthcare market size was estimated at USD 22.45 billion in 2023 and is expected to expand at a compound annual growth rate (CAGR) of 36.4% from 2024 to 2030.
  • The COVID-19 pandemic positively influenced the demand for AI technologies and unearthed the potential of these advanced technologies.
  • Healthcare systems widely adopted these technologies in the rapid diagnosis and detection of different virus strains and utilized personalized information in improving the management of the outbreak.
  • This potent combination empowers healthcare and life sciences organizations to navigate the complexities of data and system interoperability with unprecedented efficiency.