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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Return to Sender who wrote (95510)12/2/2025 9:54:38 PM
From: Return to Sender1 Recommendation

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Marvell Technology CEO Says Growth In Semi-Custom Chip Buisness Will Be Higher In Second Half Of Next Year, With No "Air Pockets" In Growth; Company Will Start Shipping Coherent Light Chip To Connect Data Centers Next Year; Expect Enterprise Networking Portion Of Communications And Market To Reach Annualized Revenue Run Rate Of About $1B In Q4

+1.96%

- Conf Call



Marvell Technology CEO Says Celestial AI's Technology Will Be Used In A HyperScaler's Next Generation Of AI Infrastructure; Expect Custom Business, Roughly 1/4 Of Our Overall Data Center Revenue, To Grow By At Least 20% Next Year; Expect Data Center Revenue To Grow Year Over Year By More Than 25% Next Fiscal Year; Expect Semi-Custom Chip Revenue To Grow 20% Next Year And Will Include Next Generation Of Chip From A Major Customer

+1.96%

- Conf Call

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