Marvell Technology and Broadcom optimistic analyst forecasts
2022.12.19 14:09
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Marvell Technology and Broadcom optimistic analyst forecasts
Budrigannews.com -“Which should bode well” for Marvell Technology (NASDAQ:), JPMorgan analysts stated in a Monday note, “which should bode well” for the mid-to-long term cloud data center market. as well as Broadcom (NASDAQ:
According to the analysts, the company also has high hopes for NVIDIA (NASDAQ:) ought to “profit from strategic spending on accelerated compute initiatives and the beginning of its H100 upgrade cycle.”
The examiners at present have an Overweight rating on Marvell Innovation and Nvidia, while Broadcom has no evaluating.
“Broadcom’s strategically set up with areas of strength for its exchanging/directing silicon (85% offer) and the group is inclining its Hatchet 4 chipset (25.6Tbps throughput) and seeing proceeded areas of strength for with pull for its Hatchet 1 and 3 families too. “As the team holds more than 80% of the optical module/transceiver market, it should drive strong shipments of its 200G/400G and 800G PAM4 DSP chipsets to Google and NVIDIA in order to support accelerated compute clusters using Google’s TPU processor and NVIDIA’s A100/H100 clusters,” the analysts wrote.
“Custom chip (ASIC) cloud titan programs are very strategic, and many of them are scheduled to launch in CY23, which is good news for the two market leaders: MRVL and AVGO,” they continued.
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“Custom chip (ASIC) designs continue to be the primary focus of cloud/hyperscale datacenter titans as differentiation, performance, power consumption, and costs become major areas of focus.” We believe that both Marvell and Broadcom have numerous 7nm and 5nm ASIC design wins, and that both are beginning to set up their infrastructure for 3nm ASIC design and are capturing early design wins.”
