Added to YB: 2026-08-31
Pitch date: 2026-08-27
MRVL [neutral]
Marvell Technology, Inc.
-3.83%
current return
Author Info
PhotonCap is an independent photonics and semiconductor research platform. It covers silicon photonics, CPO, semiconductors, AI, and adjacent technologies, all interpreted through the lens of optics. Sign up for the newsletter.
Company Info
Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally.
Market Cap
$211.7B
Pitch Price
$225.25
Price Target
N/A
Dividend
N/A
EV/EBITDA
73.53
P/E
81.12
EV/Sales
22.51
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Marvell Bought Celestial AI. How Far Along Is Photonic Fabric?
MRVL (watchlist): Marvell remains a positive but unproven Photonic Fabric option after its Celestial AI acquisition. Assembly has been demonstrated on a passive vehicle, the optical link measured separately, and system performance only simulated; no assembled-package optical or reliability data are public. The announced memory modules, NIC and chiplet also lack a named customer or sampling schedule, making those disclosures and 2027 conference data — not near-term revenue — the decision points.
Read full article (13 min)