Micron Technology MU and Marvell Technology MRVL are two semiconductor stocks riding the artificial intelligence (AI) ...

Analyst Vivek Arya met with optical and networking component vendors at OFC conference. Optical innovations drive growth, CPO not a major concern.

The new product is the second in the Marvell® light engine family, which also includes the 6.4T light engine for co-packaged optics (CPO) demonstrated at OFC 2024. Designed to address next ...

Co-Packaged Platforms for AI Scale Up and Scale Out. Marvell to showcase its CPO and CPC technologies for achieving higher interconnect densities and longer reach. Marvell will showcase system ...

Nvidia’s GTC event could impact optical and networking stocks like Marvell Technology (MRVL). This is because Nvidia’s co-packaged optics technology (CPO) addresses bandwidth limitations in ...

Bullish option flow detected in Marvell (MRVL) with 15,178 calls trading, 1.0x expected, and implied vol increasing almost 12 points to 74.80%. Jun-25 70 calls and 4/11 weekly 65 calls are the ...

Marvell’s Co-Packaged Optics (CPO) technology and development of the industry's first 2nm silicon IP for cloud and AI workloads solidify its position in next-generation networking. Marvell’s ...

"As the long-term transition from copper to optics in the scale-up domain unfolds, Marvell is well-positioned to co-develop the custom CPO systems that will be needed for high-density, row-scale ...

Prior to the introduction of XPUs with integrated CPO, LPO modules and on-board optics can address row-scale reach requirements at 200 Gbps-per-lane rates. The new light engine is a quarter-scale ...