Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions expanded its custom technology platform with the launch of the industry's first 2 nm custom Static Random Access Memory (SRAM), designed to boost the performance of custom XPUs and devices powering cloud data centers and AI clusters. Combining advanced custom circuitry and software from Marvell with core SRAM and cutting-edge 2 nm process technology, Marvell custom SRAM delivers up to 6 gigabits of high-speed memory while significantly reducing memory power consumption and die area at comparable densities.

Custom SRAM is the latest Marvell innovation designed to enhance memory hierarchy performance within accelerated infrastructure. Marvell previously introduced its CXL technology for integration into custom silicon to add terabytes of memory and supplemental compute capacity to cloud servers and unveiled custom HBM technology that increases memory capacity by up to 33% while reducing the space and power required for dense high-bandwidth memory (HBM) stacks inside XPUs.

TrendForce's latest investigations reveal that 1Q25 revenue for the global IC design industry reached US$77.4 billion, marking a 6% QoQ increase and setting a new record high. This growth was fueled by early stocking ahead of new U.S. tariffs on electronics and the ongoing construction of AI data centers around the world, which sustained strong chip demand despite the traditional off-season.

NVIDIA remained the top-ranking IC design company, with Q1 revenue surging to $42.3 billion—up 12% QoQ and 72% YoY—thanks to increasing shipments of its new Blackwell platform. Although its H20 chip is constrained by updated U.S. export controls and is expected to incur losses in Q2, the higher-margin Blackwell is poised to replace the Hopper platform gradually, cushioning the financial impact.

In addition to new graphics cards, ASRock also showcased a couple of new motherboards at the Computex 2025 show in Taipei, including the new X870E Taichi OCF, X870 Taichi Creator, as well as the new Phantom Gaming X870 Nova Wi-Fi motherboard.

The star of the show is the new X870E Taichi OCF, which is also the first OC Formula motherboard based on AMD platform. This feature packed motherboard will support AMD Ryzen 9000, 8000, and 7000 series processors on AM5 socket. It features a 25-power phase VRM with 110A SPS, has two DDR5 DIMM slots, two PCIe 5.0 x16 and single PCIe 4.0 x4 slot, a total of six M.2 ports (two of which are PCIe Gen 5 x4), plenty of USB ports, 5 Gbps Ethernet, integrated Wi-Fi 7 and Bluetooth, and most importantly, "Professional Overclocking Toolkit", which means that this one is aimed at some high overclocking. ASRock also showcased the new X870 Taichi Creator, a more standard motherboard that has 21-phase VRM design, but comes with Marvell's 5 Gbps and 10 Gbps Ethernet ports.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced it is teaming with NVIDIA to offer NVLink Fusion technology to customers employing Marvell custom cloud platform silicon. NVLink Fusion is an innovative new offering from NVIDIA for integrating custom XPU silicon with NVIDIA NVLink connectivity, rack-scale hardware architecture, software and other technology, providing customers with greater flexibility and choice in developing next-generation AI infrastructure.

The Marvell custom platform strategy seeks to deliver breakthrough results through unique semiconductor designs and innovative approaches. By combining expertise in system and semiconductor design, advanced process manufacturing, and a comprehensive portfolio of semiconductor platform solutions and IP—including electrical and optical serializer/deserializers (SerDes), die-to-die interconnects for 2D and 3D devices, advanced packaging, silicon photonics, co-packaged copper, custom high-bandwidth memory (HBM), system-on-chip (SoC) fabrics, optical IO, and compute fabric interfaces such as PCIe Gen 7—Marvell is able to create platforms in collaboration with customers that transform infrastructure performance, efficiency and value.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced the successful interoperability of the Marvell Structera portfolio of Compute Express Link (CXL) with AMD EPYC CPUs and 5th Gen Intel Xeon platforms. This achievement underscores the commitment of Marvell to advancing an open and interoperable CXL ecosystem, addressing the growing demands for memory bandwidth and capacity in next-generation cloud data centers.

Marvell collaborated with AMD and Intel to extensively test Structera CXL products with AMD EPYC and 5th Gen Intel Xeon Scalable platforms across various configurations, workloads, and operating conditions. The results demonstrated seamless interoperability, delivering stability, scalability, and high-performance memory expansion that cloud data center providers need for mass deployment.

Intel Corporation today announced that it has entered into a definitive agreement to sell 51% of its Altera business to Silver Lake, a global leader in technology investing.
The transaction, which values Altera at $8.75 billion, establishes Altera's operational independence and makes it the largest pure-play FPGA (field programmable gate array) semiconductor solutions company. Altera offers a proven and highly scalable architecture and tool chain and is focused on driving growth and FPGA innovation to meet the demands and opportunities of an AI-driven market.

Intel will own the remaining 49% of the Altera business, enabling it to participate in Altera's future success while focusing on its core business. Intel also announced that Raghib Hussain will succeed Sandra Rivera as chief executive officer of Altera, effective May 5, 2025. Hussain is a highly accomplished and visionary technology executive with strong business acumen and engineering credentials. He joins Altera from his previous role as president of Products and Technologies at Marvell. Prior to joining Marvell in 2018, Hussain served as chief operating officer of Cavium, a company he co-founded. Prior to Cavium, Hussain held engineering roles at both Cisco and Cadence and helped found VPNet, an enterprise security company.

ASUS today announced its participation in the NAB Show 2025. Visitors to the ASUS booth will have the opportunity to experience the future of content creation with live demonstrations of the latest ASUS ProArt offerings. The showcase includes the debut of the ProArt Cinema PQ09 monitor, featuring the largest-ever ASUS microLED display. The ProArt Display 6K PA32QCV and the ProArt CaliContrO MCA02 three-in-one calibrator will also be showcased. Also on show will be the 16-inch ProArt P16, a creative powerhouse laptop equipped with a 50 TOPS NPU, AMD Ryzen AI 9 HX 370 processor, and up to an NVIDIA GeForce RTX 5070 Laptop GPU. In addition, the NAB Show 2025 will feature the latest installment of the ProArt Masters' Talks series, with renowned creatives sharing their perspectives on current trends.

The ProArt Cinema PQ09 is the latest addition to the ProArt Cinema microLED display lineup. This 162-inch 4K HDR monitor features advanced panel technologies, ultrasmall 0.93 mm pixel pitch, 1200nits peak brightness, high 1,000,000:1 contrast ratio, and 97% DCI-P3 color gamut. Compared to conventional microLED displays with a 1.2 or 1.5 mm pixel pitch, ProArt Cinema PQ09 delivers smoother and more vibrant visuals, making it the perfect large-screen display for home cinema, broadcasting or other uses.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced in collaboration with TeraHop, a global optical solutions provider for AI driven data centers, the demonstration of the industry's first end-to-end PCIe Gen 6 over optics in the Marvell booth #2129 at OFC 2025. The demonstration will showcase the extension of PCIe reach beyond traditional electrical limits to enable low-latency, standards-based AI scale-up infrastructure.

As AI workloads drive exponential data growth, PCIe connectivity must evolve to support higher bandwidth and longer reach. The Marvell Alaska P PCIe Gen 6 retimer and its PCIe Gen 7 SerDes technology enable low-latency, low bit-error-rate transmission over optical fiber, delivering the scalability, power efficiency, and high performance required for next-generation accelerated infrastructure. With PCIe over optics, system designers will be able to take advantage of longer links between devices that feature the low latency of PCIe technology.

TrendForce reveals that the combined revenue of the world's top 10 IC design houses reached approximately US$249.8 billion in 2024, marking a 49% YoY increase. The booming AI industry has fueled growth across the semiconductor sector, with NVIDIA leading the charge, posting an astonishing 125% revenue growth, widening its lead over competitors, and solidifying its dominance in the IC industry.

Looking ahead to 2025, advancements in semiconductor manufacturing will further enhance AI computing power, with LLMs continuing to emerge. Open-source models like DeepSeek could lower AI adoption costs, accelerating AI penetration from servers to personal devices. This shift positions edge AI devices as the next major growth driver for the semiconductor industry.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, has demonstrated its first 2 nm silicon IP for next-generation AI and cloud infrastructure. Produced on TSMC's 2 nm process, the working silicon is part of the Marvell platform for developing custom XPUs, switches and other technology to help cloud service providers elevate the performance, efficiency, and economic potential of their worldwide operations.

Given a projected 45% TAM growth annually, custom silicon is expected to account for approximately 25% of the market for accelerated compute by 20281.

Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced that it has pioneered a new custom HBM compute architecture that enables XPUs to achieve greater compute and memory density. The new technology is available to all of its custom silicon customers to improve the performance, efficiency and TCO of their custom XPUs. Marvell is collaborating with its cloud customers and leading HBM manufacturers, Micron, Samsung Electronics, and SK hynix to define and develop custom HBM solutions for next-generation XPUs.

HBM is a critical component integrated within the XPU using advanced 2.5D packaging technology and high-speed industry-standard interfaces. However, the scaling of XPUs is limited by the current standard interface-based architecture. The new Marvell custom HBM compute architecture introduces tailored interfaces to optimize performance, power, die size, and cost for specific XPU designs. This approach considers the compute silicon, HBM stacks, and packaging. By customizing the HBM memory subsystem, including the stack itself, Marvell is advancing customization in cloud data center infrastructure. Marvell is collaborating with major HBM makers to implement this new architecture and meet cloud data center operators' needs.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today announced that it has pioneered a new custom HBM compute architecture that enables XPUs to achieve greater compute and memory density. The new technology is available to all of its custom silicon customers to improve the performance, efficiency and TCO of their custom XPUs. Marvell is collaborating with its cloud customers and leading HBM manufacturers, Micron, Samsung Electronics, and SK hynix to define and develop custom HBM solutions for next-generation XPUs.

HBM is a critical component integrated within the XPU using advanced 2.5D packaging technology and high-speed industry-standard interfaces. However, the scaling of XPUs is limited by the current standard interface-based architecture. The new Marvell custom HBM compute architecture introduces tailored interfaces to optimize performance, power, die size, and cost for specific XPU designs. This approach considers the compute silicon, HBM stacks, and packaging. By customizing the HBM memory subsystem, including the stack itself, Marvell is advancing customization in cloud data center infrastructure. Marvell is collaborating with major HBM makers to implement this new architecture and meet cloud data center operators' needs.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today introduced Marvell Ara, the industry's first 3 nm 1.6 Tbps PAM4 interconnects platform featuring 200 Gbps electrical and optical interfaces. Building on the success of the Nova 2 DSP, the industry's first 5 nm 1.6 Tbps PAM4 DSP with 200 Gbps electrical and optical interfaces, Ara leverages the comprehensive Marvell 3 nm platform with industry-leading 200 Gbps SerDes and integrated optical modulator drivers, to reduce 1.6 Tbps optical module power by over 20%. The energy efficiency improvement reduces operational costs and enables new AI server and networking architectures to address the need for higher bandwidth and performance for AI workloads, within the significant power constraints of the data center.

Ara, the industry's first 3 nm PAM4 optical DSP, builds on six generations of Marvell leadership in PAM4 optical DSP technology. It integrates eight 200 Gbps electrical lanes to the host and eight 200 Gbps optical lanes, enabling 1.6 Tbps in a compact, standardized module form factor. Leveraging 3 nm technology and laser driver integration, Ara reduces module design complexity, power consumption and cost, setting a new benchmark for next-generation AI and cloud infrastructure.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, demonstrates its industry-leading 3 nm PCIe Gen 7 connectivity at the OCP Global Summit, October 15-17, at the San Jose Convention Center. PCIe Gen 7 doubles data transfer speeds, enabling continued scaling of compute fabrics inside accelerated server platforms, general-purpose servers, CXL systems and disaggregated infrastructure. Building on its widely deployed PAM4 technology and utilizing its industry-leading accelerated infrastructure silicon platform, Marvell has developed the industry's most comprehensive interconnect portfolio addressing all high-bandwidth optical and copper connections in AI data centers. This innovative portfolio empowers cloud data center operators to optimize their infrastructure for their specific architectures and workloads to meet the exponential demands of AI.

Marvell pioneered PAM4 technology over a decade ago and leads the industry in PAM4 interconnect shipments. Today, most of the optical interconnects used in data center backend and frontend networks are based on PAM4 technology. As compared to PCIe Gen 5, which was based on NRZ modulation, PCIe Gen 6 and 7 require the use of PAM4 modulation. With its recent PCIe Gen 6 retimer announcement and this PCIe Gen 7 demonstration, Marvell extends its industry-leading PAM4-based optical and copper interconnect portfolio beyond Ethernet and InfiniBand into copper and optical PCIe, CXL and proprietary compute fabric links.

Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the development of FBNIC, a custom 5 nm network interface controller (NIC) ASIC in collaboration with Meta to meet the company's infrastructure and use case requirements. The FBNIC board design will also be contributed by Marvell to the Open Compute Project (OCP) community. FBNIC combines a customized network controller designed by Marvell and Meta, a co-designed board, and Meta's ASIC, firmware and software. This custom design delivers innovative capabilities, optimizes performance, increases efficiencies, and reduces the average time needed to resolve potential network and server issues.

"The future of large-scale, data center computing will increasingly revolve around optimizing semiconductors and other components for specific applications and cloud infrastructure architectures," said Raghib Hussain, President of Products and Technologies at Marvell. "It's been exciting to partner with Meta on developing their custom FBNIC on our industry-leading 5 nm accelerated infrastructure silicon platform. We look forward to the OCP community leveraging the board design for future innovations."

MSI unveils the X870E and X870 motherboards, designed to harness the full power of AMD's Ryzen 9000 Series desktop processors. The lineup includes four models: MEG X870E GODLIKE, MPG X870E CARBON WIFI, MAG X870 TOMAHAWK WIFI, and PRO X870-P WIFI. These motherboards deliver exceptional value and performance with cutting-edge features and exclusive MSI innovations. Offering top components, innovative features, and easy DIY options, MSI's X870E and X870 motherboards make building and using your PC seamless.

Introducing MSI's Ultra Connect feature in the X870E and X870 motherboards, offering next-gen networking, storage, and expansion. With built-in 5G LAN and Wi-Fi 7, users can enjoy lightning-fast speeds, reaching up to 5.8 Gbps. As well as TriLink Connectivity, Expansion is made to future-proof with PCIe Gen 5.0 for next-gen graphics cards and SSDs. The USB4 ports, which are Thunderbolt compatible, enable fast data transfers and support a wide range of next-gen devices, including display output through USB-C.

ASUS over the weekend introduced the XG-C100C V3, a client-segment 10 GbE PCIe network interface card. The card features a ubiquitous RJ-45 connector that supports 803.2an (10 Gbps), and slower standards, such as 5 GbE, 2.5 GbE, 1 GbE, and 10/100 Mbps. The single-slot, half-height (low-profile) card features a PCI-Express 3.0 x4 host interface, and uses a Marvell AQtion AQC113 controller, with a heatsink. The card features dual-color link/activity LEDs. OS support includes Windows 11, Windows 10, and most recent desktop Linux distributions. The company didn't announce pricing.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, today launched the Marvell Structera product line of Compute Express Link (CXL) devices that enable cloud data center operators to overcome memory performance and scaling challenges in general-purpose servers.

To address memory-intensive applications, data center operators add extra servers to get higher memory bandwidth and higher memory capacity. The compute capabilities from the added processors are typically not utilized for these applications, making the servers inefficient from cost and power perspectives. The CXL industry standard addresses this challenge by enabling new architectures that can efficiently add memory to general-purpose servers.

DapuStor Corporation, a pioneer in high-performance data storage solutions, announced today that it is expanding its collaboration with Marvell to deliver breakthrough Flexible Data Placement (FDP) technology optimized for Quad-Level Cell (QLC) and Triple-Level Cell (TLC) Solid-State Drives (SSDs). This collaboration aims to revolutionize the storage industry by addressing the inherent challenges of QLC SSDs, enhancing their performance, endurance, and capacity, thereby providing a robust and cost-effective solution for data centers, cloud computing, and high-performance computing environments.

Unlocking the Potential of QLC SSDs with FDP Technology
QLC SSDs are renowned for their ability to store four bits of data per memory cell, offering significant capacity advantages and a lower Total Cost of Ownership (TCO) compared to other SSD types. Despite these benefits, QLC SSDs face challenges such as lower endurance and slower write speeds. The innovative FDP technology supported in the Marvell Bravera SC5 SSD controller with firmware level solution developed by DapuStor directly addresses these issues.

At Computex last week, we got a first look at Gigabyte's new TRX50 AI TOP motherboard—where TOP stands for trillions of operations per second—designed for AMD's Threadripper and Threadripper Pro CPUs. Now the company has released the full specifications of the TRX50 AI TOP and the board is packed to the brim with features. The E-ATX board is home to four PCIe x16 slots, all of which can operate in PCIe 5.0, but one can be limited to PCIe 4.0, depending on your choice of CPU. There's also four NVMe M.2 slots, with CPU dependent functionality. Other features include eight DIMM slots, but these are again CPU dependent, two 10 Gbps Ethernet interfaces via a pair of Marvell AQtion AQC113C controllers, WiFi 7 via a Qualcomm QCNCM865 module and dual audio chips, one for the rear ports and one for the front panel audio.

As this is a 2024 model, USB4 is of course also part of the package, but only one of the two USB4 supports DP Alt-mode, due to there only being one DP input. The board also has an internal USB 3.2 Gen 2x2 (20 Gbps) header for a case mounted USB-C port, a further six rear 5 Gbps USB Type-A ports, plus a pair of internal headers for a further four 5 Gbps USB Type-A ports. The board also has four SATA ports, a 16+8+4 power phase design, a 14-layer PCB, a debug display and the now common easy release features for the M.2 drive heatsinks and the graphics card. The TRX50 AI TOP also sports what Gigabyte calls "UC BIOS" which has a "User-Centred intuitive UX with Quick Access function", but there's currently no details of how this differs from previous UEFI releases from Gigabyte. There was no word on pricing.

Marvell Technology, a leader in data infrastructure semiconductor solutions, today expanded its connectivity portfolio with the launch of the new Alaska P PCIe retimer product line built to scale data center compute fabrics inside accelerated servers, general-purpose servers, CXL systems and disaggregated infrastructure. The first two products, 8- and 16-lane PCIe Gen 6 retimers, connect AI accelerators, GPUs, CPUs and other components inside server systems.

Artificial intelligence (AI) and machine learning (ML) applications are driving data flows and connections inside server systems at significantly higher bandwidth, necessitating PCIe retimers to meet the required connection distances at faster speeds. PCIe is the industry standard for inside-server-system connections between AI accelerators, GPUs, CPUs and other server components. AI models are doubling their computation requirements every six months1 and are now the primary driver of the PCIe roadmap, with PCIe Gen 6 becoming a requirement.

Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, is extending its collaboration with TSMC to develop the industry's first technology platform to produce 2 nm semiconductors optimized for accelerated infrastructure.

Behind the Marvell 2 nm platform is the company's industry-leading IP portfolio that covers the full spectrum of infrastructure requirements, including high-speed long-reach SerDes at speeds beyond 200 Gbps, processor subsystems, encryption engines, system-on-chip fabrics, chip-to-chip interconnects, and a variety of high-bandwidth physical layer interfaces for compute, memory, networking and storage architectures. These technologies will serve as the foundation for producing cloud-optimized custom compute accelerators, Ethernet switches, optical and copper interconnect digital signal processors, and other devices for powering AI clusters, cloud data centers and other accelerated infrastructure.

The sneak peeks from the upcoming IEEE Solid State Circuit Conference continues, as the agenda items unveil interesting tech that will be either unveiled or demonstrated there. Intel, Synopsys, and Marvell, are leading providers of DRAM physical layer interface (PHY) IP. Various processor, GPU, and SoC manufacturers license PHY and memory controller IP from these companies, to integrate with their designs. All three companies are ready with over 200 Gbps around the 2.69 to 3 petajoule per bit range. This energy cost is as important as the data-rate on offer; as it showcases the viability of the PHY for a specific application (for example, a smartphone SoC has to conduct its memory sub-system at a vastly more constrained energy budget compared to an HPC processor).

Intel is the first in the pack to showcase a 224 Gbps sub-picojoule/bit PHY transmitter that supports PAM4 and PAM6 signaling, and is designed for 3 nm-class FinFET foundry nodes. If you recall, Intel 3 will be the company's final FinFET node before it transitions to nanosheets with the Intel 20A node. At the physical layer, all digital memory signal is analogue, and Intel's IP focuses on the DAC aspect of the PHY. Next up, is a somewhat similar transceiver IP by Synopsys. This too claims 224 Gbps speeds at 3 pJ/b, but at a 40 dB insertion loss; and is designed for 3 nm class FinFET nodes such as the TSMC N3 family and Intel 3. Samsung's 3 nm node uses the incompatible GAAFET technology for its 3 nm EUV node. Lastly, there's Marvell, with a 212 Gb/s DSP-based transceiver for optical direct-detect applications on the 5 nm FinFET nodes, which is relevant for high speed network switching fabrics.

Plextor, one of the most iconic names in PC storage once known for high performance and quality, has announced it will cease operations. Parent company Kioxia has decided to retire the Plextor brand name for solid state drives (SSDs). Instead, it will market products under its Solid State Storage Technology Corporation (SSSTC) brand going forward. The move comes after Kioxia acquired Plextor and its parent company Lite-On's SSD business back in 2019. Since then, Plextor has struggled to keep pace with new storage technologies. With PCIe Gen 4 and PCIe Gen 5 SSD controllers coming to market, Plextor failed to adopt the new Phison and InnoGrit platforms, instead sticking with Marvell controllers, lagging behind at that time.

Now, SSSTC and Kioxia will strictly focus SSD sales on the enterprise, data center, and industrial segments rather than the consumer market. The Plextor website is already redirecting to SSSTC.com, which no longer lists any drives for client PCs. While current Plextor SSD owners will continue to receive warranty support and RMA services, no new Plextor drives are expected to be released. The company had a history stretching back over 30 years of making top-performing optical disk drives and SSDs. Similarly to OCZ after its acquisition by Toshiba, the Plextor name will now fade into history. But in the fast-moving storage business, companies live and die by their ability to adopt cutting-edge technologies. Hence, companies are always on the edge of their seats, trying to survive.

TrendForce reports that 3Q23 has been a historic quarter for the world's leading IC design houses as total revenue soared 17.8% to reach a record-breaking US$44.7 billion. This remarkable growth is fueled by a robust season of stockpiling for smartphones and laptops, combined with a rapid acceleration in the shipment of generative AI chips and components. NVIDIA, capitalizing on the AI boom, emerged as the top performer in revenue and market share. Notably, analog IC supplier Cirrus Logic overtook US PMIC manufacturer MPS to snatch the tenth spot, driven by strong demand for smartphone stockpiling.

NVIDIA's revenue soared 45.7% to US$16.5 billion in the third quarter, bolstered by sustained demand for generative AI and LLMs. Its data center business—accounting for nearly 80% of its revenue—was a key driver in this exceptional growth.