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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.

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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.