NasdaqGS:MRVLSemiconductor
Marvell Technology (MRVL) Expands AI Chip Capacity, Is The Upside Already Priced In?
Marvell Technology (MRVL) is back in the spotlight after expanding its multi year agreement with GlobalFoundries to boost silicon germanium chip capacity for high speed optical links inside AI focused data centers.
For context, Marvell Technology’s share price has climbed 6.1% over the past week and 11.5% over the past month, even after a 90 day share price return that is down 22.5%, while total shareholder return over five years sits at about 2.9x. Recent catalysts include the expanded...