We’re Building the Future of Data Infrastructure

Yesterday Marvell announced its intent to join forces with Inphi, a leader in high-speed data movement. A premier company in the semiconductor industry, and one of the highest regarded companies in our space, Inphi’s highly complementary portfolio accelerates growth and leadership in cloud and 5G. The combination of the two companies is expected to create a U.S. semiconductor powerhouse with an enterprise value of approximately $40 billion.

Combined with explosive Internet traffic growth and the rollout of new ultra-fast 5G wireless networks, the importance of Inphi’s high-speed data interconnect solutions will only accelerate. The merged company will be uniquely positioned to serve the data-driven world, addressing high growth, attractive end markets – cloud data center and 5G.

President and CEO of Marvell, Matt Murphy had the opportunity to discuss the deal with CNBC’s Squawk Alley team after the news broke yesterday morning. Catch a replay of that video broadcast here to learn more.

Press Release: (Click Here)

Analyst commentary from Patrick Moorhead of Moor Insights & Strategy and Daniel Newman of Futurum Research: (Click Here)

Following the company’s 2020 Investor Day, Marvell President and CEO, Matt Murphy, joined Jim Cramer on CNBC’s Mad Money to discuss yesterday’s event highlights. Calling out significant growth opportunities across Marvell’s key market segments – including #5G, #DataCenter #Cloud and #Automotive – Murphy noted that adoption of both 5G and Cloud remain in the early innings and that Marvell is well positioned to see continued benefits from these long-term growth markets.

As working from home accelerates digital transformation, Marvell is building the next generation data infrastructure semiconductor technology that will power the world’s progress.

Watch more videos on the Marvell YouTube Channel & Subscribe:  (Click Here)

Marvell President and CEO, Matt Murphy, discussed Marvell’s second quarter Earnings beat this morning with the CNBC Squawk Alley team. 

Marvell’s growth is being driven by our success in our key data infrastructure end markets. Particularly, in looking at 5G wireless infrastructure we have seen 4 consecutive quarters of sequential growth. Right now, this is particularly pronounced in China, where 5G is being rolled out. But with other countries working on rollout plans, and 4 of the top 5 base station vendors as Marvell customers, the growth from 5G is just beginning.

Marvell also has a large and growing data center business, with both enterprise on-prem datacenters and now the cloud. We announced last quarter that cloud is now over 10% of our revenue and growing fast. And the reason we are seeing strong growth is that we are producing the key storage and security products for cloud. This includes chips for huge multi-terabyte hard drives, where all cloud data is stored. It also includes our networking products, which doubled year-over-year. And finally, growth in this area includes Marvell’s custom products that came to us through a recent acquisition. This is how several of the larger datacenter operators like to buy chips. Where we build exactly what they want. 

Watch the full interview here.

Chris Koopmans, Executive Vice President of Marketing and Business Operations, recently joined Patrick Moorhead and Daniel Newman, hosts of the of The Six Five – Insiders Edition, to discuss the future of semiconductors and the critical role they’re playing in 5G, cloud, the automotive revolution, and the borderless enterprise.

I highly encourage you to watch the video all the way to the end. Don’t have the time to catch the full episode? Skip to the closing commentary from the analysts where you’ll hear Pat and Dan discuss Marvell’s mission and focus on transforming the data infrastructure architecture of the future.  

Watch the full episode here.

Or grab the audio here.

Marvell President and CEO, Matt Murphy, sat down with Jim Cramer of CNBC’s Mad Money for a virtual chat about Marvell’s focus on data infrastructure opportunities. Jim opened the segment congratulating Matt on a spectacular quarter and the company’s 25^th anniversary: “This is not the Marvell of 25 years ago or even 25 months ago.”

With the company’s new brand identity on display, Matt explained: “It’s been a great 25-year celebration of the company this year. We’ve gone through a pretty substantial transformation really over the last 3-4 years…we set out to transform the company into a long-term player with a real focus around what we viewed as the data infrastructure opportunity and as you can see, as the strategy has played out over the last few years its extremely relevant in today’s environment with now major growth drivers of the company and our back in 5G, cloud, segments of enterprise and automotive.”