Marvell raised its fiscal 2028 revenue target to about $20 billion from $18 billion, citing strong demand for data-center ...
Marvell Technology remains attractive after a 27% rally since my previous update, driven by a key Nvidia partnership and strong execution. I rate MRVL stock as a buy.
MainpointsLong-term growth guidance has been significantly raised, with connectivity emerging as the core growth driver.
Risk Açıklaması: Finansal araçlar ve/veya kripto paralarla işlem yapmak yüksek seviyede risk içermektedir ve yatırım ...
Piper raised its Marvell target to $400 while keeping the multiple at 18 times. A 12% annual return from $287 requires about ...
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Marvell喊话2028数据中心收入300亿
一个大胆的目标 10月7日，Marvell（迈威尔科技）CEO在一次公开场合释放了一个信号——公司数据中心业务板块的收入规模有望在2028年突破300亿美元。这个消息由财联社第一时间电报转发。
主要观点长期增长指引显著上调，connectivity成为核心驱动力管理层给出了到2031财年（FY31）收入达到700亿至900亿美元的指引， ...
華星光（4979）接單傳捷報，市場傳出拿下光通訊晶片大廠Marvell的800G ZR／ZR+光被動元件委外訂單，並進一步切入美系雲端服務商供應鏈，為後續營運增添動能。 法人指出，800G ZR／ZR+需求快速升溫，預估全球需求將由2026年約70萬支，增至2027年100萬支、2028年130萬支，成為相干光通訊市場主要成長動能。 華星光與原Inphi團隊合作逾十年，目前800G ZR產品已進入 ...
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