Compute
Can Marvell Profit As It Tries To Triple Its Business By 2028?
A rising tide may lift all boats, and that is a good thing these days with any company that has an AI oar in the water. …
Innovium
Connect
Setting The Stage For 1.6T Ethernet, And Driving 800G Now
Marvell has had a large and profitable I/O and networking silicon business for a long time, but with the acquisitions of Inphi in October 2020 and of Innovium in August 2021, the company is building a credible networking stack that can take on Broadcom, Cisco Systems, and Nvidia for the $1.3 billion or so in switch chips sold into the datacenter each year, which is growing at about 15 percent a year to more than $2 billion by 2026. …
Connect
Marvell Adds Hyperscale Ethernet With Innovium Acquisition
Cash used to be king, and now market capitalization is. That’s one of the reasons that the biggest players in the semiconductor arena are snapping up competitors, startups, and suppliers in adjacent chip markets at an increasing pace and with very large bags of “money.” …
Connect
Innovium Hitches Its Switches To SONiC’s Boom
Breaking into the datacenter compute or networking ASIC business is about as easy as trying to start up a new global car company. …
Connect
Switch ASIC Thoroughbred Sprouts Wings To Attain Unicorn Status
It takes money to make money, and if you want to break into the switch ASIC business in the datacenter, even if you are a low-cost designer of such chips, you had better have some rich friends to help the business take off. …
Connect
Innovium Stays On Broadcom’s Heels With Teralynx 8 Switch Chips
There is a relentless hunger for bandwidth in the largest datacenters of the world as well as a desire to flatten networks and thereby reduce latencies and the cost of the networks that interconnect servers and storage to provide modern applications. …
Connect
Switch Silicon To Relieve Choke Points In Servers
Say what you will about the ruthless dominance of hyperscale companies, but they are managing to propel information technology at a rate, and in ways, that the enterprise and high performance computing markets can only dream of. …
Connect
Innovium Boosts Switch Chip Performance Without A Process Shrink
Bringing a new switch ASIC to market is no easy task, and it isn’t cheap, either. …
Connect
Everyone Will Want Higher Bandwidth And More Ports – Eventually
The speed bumps with switch ASICs are coming fast and furious these days, and the datacenter is no longer dominated by the big switch incumbents such as Cisco Systems and Juniper Networks, which made their own chips, switches, and operating systems, and the networking divisions of server OEMs like Dell and Hewlett Packard Enterprise, which made some of their own gear – including ASICs – and acquired other companies to help build out their networking businesses – who sometimes also did their own ASICs. …
Cloud
Feeding The Insatiable Bandwidth Beast
Breaking into any part of the IT stack against incumbents with vast installed bases is not easy task. …