Marvell investor day: questions raised over 100mm die vs future 300mm substrates
jwt0625 · x · 2026-10-07
Reacting to Marvell's 2026 investor day, commentator jwt0625 questions the company's choice of 100mm scaling for its custom chips: it's not even the size of future substrates or a 300mm wafer, raising doubts about Marvell's custom AI silicon and packaging roadmap.
Related event: Marvell Investor Day 2026 Materials Spark Discussion(2 posts)→
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