Tag Archives: Marvell

Cinematic trading floor screens showing Tower Semiconductor TSEM stock alongside optical data streams

Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet

AI Chips, Photonics

Tower Semiconductor (TSEM): Inside the Silicon Photonics Bet 1. Introduction For most of its history, Tower Semiconductor was a company investors filed under “specialty analog foundry” and then stopped thinking about. It made image sensors, power management chips, and radio frequency components in older fabs nobody would confuse with a leading-edge logic megafab. In 2022…

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Marvell custom silicon and optical interconnects wiring an AI data center cluster

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative?

Photonics

Marvell (MRVL): The AI Data Center Backbone — Real Business or Trillion-Dollar Narrative? On June 2, 2026, Nvidia CEO Jensen Huang stood on the Computex stage in Taipei next to Marvell CEO Matt Murphy and called Marvell “the next trillion-dollar company.” The stock jumped more than 32% the next day. For a company most retail…

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