Marvell Just Flashed Its 2NM Goodies On the Chip Game, Triggering Massive Revenue Potential…

The world is no doubt a clusterf**k at the moment, but in the midst of all the noise and chaos, Marvell Technology just rolled up and hurled a pair of absolute units into the AI and cloud chip cesspool. In short, Marvell just flashed its goodies in the form of its Package Integrated Voltage Regulator (PIVR) and the first-ever 2nm custom SRAM. Both of which slap harder than a 100% win rate claim from your favorite youtube penny stock trader (I legit just caught an ad from one so it’s definitely top of mind). 

(Source: Giphy) 

For starters, the PIVR is more than a power brick. It’s Marvell basically letting hyperscalers like Amazon, Meta, Microsoft, and Google… a.k.a. The internet's Godfathers pump more juice into their racks without setting off smoke detectors. The new power solution runs electricity closer to the chip, trims the fat, and keeps those volts on lock. Translation: you can stack more compute in the same space without melting the floor. 

And for anyone not living under a rock these days, you should know: if you’re not optimizing power delivery, you’re not even in the game. The PIVR lets designers go full send on 4+ kilowatt compute platforms. Which means it’s the kind of performance enhancement you need if you want your data center to stop being a limp bizkit and finally start printing money hand over fist. 

(Source: Yahoo Finance) 

In addition, Marvell actually saved the heavy artillery for the memory game. Their new 2nm custom SRAM is so small and yet so fast (that's what she said), it makes Apple’s M4 chip look like a flip phone. For context, we’re talking up to 6 gigabytes of memory, running at 3.75 GHz, and sipping 66% less power than the standard stuff. What’s more is that the new SRAM lets chip designers claw back up to 15% of precious silicon real estate. That means you can either jam even more compute cores on there, expand memory, or just boast a smaller, cheaper device. Bigly. 

As for Wall Street's opinion that nobody asked for, JP Harlan Sur is praising Marvell, calling out their AI networking clout and predicting $4 billion in AI revenues this year… which is double last year’s haul. Analysts are taking notice as Marvell’s custom chip game is on a heater, with a growth profile that’s making the rest of the semiconductor sector look like NPCs. 

(Source: Giphy) 

Meaning, Marvell just dropped a pair of WMDs on the semiconductor market, and the hyperscalers are about to eat. And yet, the only thing not actually pumping on this news are share prices. At the time of this writing, Marvell Technology is actually down -1.45% today, presumably because most of their investors either have no idea how yuge this is…or they simply don’t care. It’s probably a combination of both… but in terms of forecasts and potential revenue, it definitely holds weight. 

Now obviously, only time will tell if prices actually reflect the good news in the coming days, but for now, I’d definitely keep my eye on Marvell, especially since it’s rather cheap with a -38.83% YTD performance. Meaning, place your bets accordingly, do your due diligence, and keep your head on the swivel. Until next time, friends…

At the time of publishing, Stocks.News holds positions in Amazon, Google, Microsoft, and Meta as mentioned in the article.