๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: Craig Hallum Says $Marvell Tech(MRVL.US) Marvellโs Teralynx T100 Could Accelerate Optical Networking Shift
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Marvell unveils ๐๐๐ซ๐๐ฅ๐ฒ๐ง๐ฑ ๐๐๐๐, a ๐๐๐.๐ ๐๐๐ฉ๐ฌ data center switch.โค Product targets ๐ซ๐๐๐ค-๐ญ๐จ-๐ซ๐๐๐ค and long-reach data center connectivity.โค Craig Hallum says launch could accelerate ๐๐จ๐ฉ๐ฉ๐๐ซ-๐ญ๐จ-๐จ๐ฉ๐ญ๐ข๐๐๐ฅ networking transition.โค Analyst views announcement as positive for ๐๐จ๐ฉ๐ข๐ง and its Neural I/O platform.โค Kopin is developing ๐๐ข๐๐ซ๐จ๐๐๐ optical interconnects for AI infrastructure.โค Company reports manufacturing capacity of ๐๐๐,๐๐๐ chips per quarter.โค Craig Hallum maintains ๐๐ฎ๐ฒ ratings on both Marvell and Kopin.๐ฌ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โMarvell introduced the Teralynx T100, a 102.4 Tbps switch for hyperscale data centers for rack-to-rack and intra-data center long-reach connectivity. We believe this legitimizes and could accelerate the data center narrative of copper to optical transition,โ said Craig Hallum analyst Christian Schwab.โWe view this positively for Kopin, which is working on a MicroLED optical interconnect technology (Neural I/O) for chip-to-chip and board-to-board connectivity within the rack. Kopin has already proven out manufacturing at scale and yield for MicroLEDs, with current capacity of 150,000 chips per quarter, equating to hundreds of millions of dollars in quarterly revenue opportunity.โโMRVL and KOPN are both rated Buy.โThe copyright of this article belongs to the original author/organization.
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