Marvell Investor Day 2026 Materials Spark Discussion

Marvell released its Investor Day 2026 materials, drawing attention to its custom AI chip and data center interconnect plans. Commenters questioned the 100mm scaling shown for custom chips and pointed out errors in the official charts.

2026-10-07 ~ 2026-10-07 · 2 related posts

• Marvell Investor Day 2026 materials land, with a nudge to fix the chart arrows — jwt0625 · 2026-10-07
• Marvell investor day: questions raised over 100mm die vs future 300mm substrates — jwt0625 · 2026-10-07