Marvell bets big on compute and custom strategy

By Junko Yoshida for OJO & YOSHIDA REPORT, in collaboration with Yole Intelligence, part of Yole Group Marvell’s custom ASIC expertise has proven effective in network infrastructure. Can the company repeat the success in hyperscalers’ data center chips?

What’s at stake:

Chips going inside data centers are one of the fastest growing market segments. Big guns like Nvidia, AMD and Intel are all making some progress while Marvell is betting on its Compute and Custom” strategy. Does the company stand a chance?   

Last week, Marvell Technology announced that it has demonstrated the industry’s first 3nm data infrastructure silicon. The news is significant for Marvell. It creates an opportunity to pitch the new IP – 3nm building blocks including high-speed Serializer/Deserializer (SerDes) and parallel interconnects – to hyperscalers for their custom data center processors.

Marvell claims that its IP can “dramatically boost the performance of next-generation data infrastructure.”

That’s not all.

Beyond prying open typically closed hyperscalers’ data center processor market, Marvell plans to leverage its silicon IP in much more diversified markets, including cloud, AI, networking, 5G and automotive. While Marvell integrates its IP in the company’s own standard products, it also plans to work with its clients to develop custom solutions.(…)

Adrien Sanchez, technology & market analyst, computing, at Yole Intelligence, agrees in an interview with The Ojo-Yoshida Report that “Marvell has a strong presence in datacenter business on the networking side.” As the Data Processing Unit (DPU) processor business is growing (and the need for data-center networking more generally), Marvell could ride that wave, he said.

… Read the full article here.