Marvell, the custom ASIC chip designer, has secured enough production capacity to meet its 50% growth target this year, and 55% in 2027, due to careful 5-year planning, and built trust with suppliers by meeting its targets, said COO Chris Koopmans, media report. He said Marvell is focused on data center-related chips now, particularly I/O, and has largely exited consumer electronics. Many AI firms want their own XPU (custom ASIC), but lack I/O IP, and Marvell is one of the few available providers. He said Marvell’s SerDes now at 200G on the 2nm process, and 400G on A14, and says expertise in package-level connectivity is the key to their ASIC business. $Marvell Tech(MRVL.US) $Broadcom(AVGO.US) $Qualcomm(QCOM.US) #MediaTek #Alchip #GUC

Source: Dan Nystedt