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Marvell and TSMC Collaborate to Deliver Industry's Most Advanced Data Infrastructure Portfolio on 5nm Tech

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Marvell, a leading provider of data infrastructure semiconductor solutions, today announced an extension of their long term partnership with TSMC (TWSE: 2330; NYSE:TSMC), the world's largest dedicated semiconductor foundry, to deliver a comprehensive silicon portfolio for the data infrastructure market leveraging the industry's most advanced 5 nanometer (nm) process technology. Next-generation infrastructure has never been more critical to the global economy. It's what's keeping the world connected, businesses running and information flowing. With this collaboration, Marvell and TSMC are advancing the essential technology underpinning this infrastructure to provide the storage, bandwidth, speed, and intelligence that tomorrow's digital economy demands - with the added customer benefit of significant energy efficiency. Built in partnership with TSMC on the most advanced process technology currently in volume production, Marvell's new 5 nm portfolio will enable leading-edge silicon innovation for the infrastructure market.

Marvell's breakthrough 5 nm portfolio will provide the essential high-performance compute, networking and security technology required to advance infrastructure development for a multitude of end-market applications. Marvell's Ethernet connectivity solutions enable high-performance, low-power network connectivity, optimized for applications that span cloud data centers to the harsh environment of the automotive market. Marvell's OCTEON platform is the industry's leading Arm-based high-performance compute architecture for embedded infrastructure applications targeting a wide variety of wired and wireless networking equipment including switches, routers, secure gateways, firewalls, and network monitoring solutions. OCTEON is the world's most widely deployed data processing unit (DPU) for data-center scale computing and enables a multitude of acceleration and offload capabilities, including Smart NICs and security accelerators. Featuring optimized and customized 5G processing and baseband capabilities, Marvell's OCTEON Fusion platform is pushing the boundaries of wireless network infrastructure.



With multiple designs already under contract for its 5 nm portfolio, Marvell is developing solutions across the carrier, enterprise, automotive, and data center markets with first products sampling by the end of next year. This marks a significant milestone for the infrastructure industry as the process node cadence now closely follows that of the consumer and high-performance market. This joint development positions Marvell for multi-generational leadership in data infrastructure technology. These advanced systems based on Marvell's leading technology platform will set a new bar for power and performance for the industry.

Behind Marvell's entire 5 nm solution set is the company's industry-leading IP portfolio that covers the full spectrum of infrastructure requirements including high-speed SerDes up to 112Gbps long-reach, processor subsystems, encryption engines, system-on-chip fabrics, chip-to-chip interconnects, and a variety of physical layer interfaces. These technologies and more are all in development now on TSMC's N5P process, an enhanced version of TSMC's 5 nm technology which delivers approximately 20 percent faster speed or 40 percent power reduction compared to the previous 7nm generation.

This rich collaboration between the two companies extends beyond 5 nm to provide a reliable and long-term roadmap for Marvell's customers.

"We are proud to partner with Marvell to serve the data infrastructure market with cutting-edge silicon, and are committed to supporting their growing needs in development, quality, supply and capacity," said Dr. Kevin Zhang, Senior Vice President of Business Development at TSMC. "In the 5G era, more applications than ever are demanding the most advanced silicon technology we can provide. We look forward to collaborating with Marvell to meet these demands with our combined design and process expertise and extend our long history of partnership to the 5 nm generation and beyond."

"Now is the time to invest in data infrastructure - the world is relying on us - and our customers are depending on us," said Raghib Hussain, Chief Strategy Officer and Executive Vice President of the Networking and Processors Group at Marvell. "TSMC's 5 nm process provides world-class power, performance and gate density - and it's critical for the demands of the leading companies in the world in cloud, 5G, enterprise, and automotive. We're thrilled to have a strategic partner like TSMC to help us continue to push the boundaries of innovation possibilities."

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Tesla is using TSMC as well for their HW 3.0 (AI) on 7nm though. TSMC stock has finally broken thru the recent slump too, probably too much goodness that can't be ignored.
 
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