
MRVL's Modular Packaging Tech: Can it Transform AI Accelerators?
For advanced packaging solutions, Marvell Technology has been leveraging Chip-on-Wafer-on-Substrate and Integrated Fan-Out methods, which enabled it to develop complex 2.5D, 3D, and 3.5D designs for high-performance compute Application Specific Integrated Circuit.
Marvell Technology is now enhancing its capabilities with modular redistribution layer (RDL) interposer technology as an alternative to traditional silicon interposers. This 2.5D packaging technology can be used to develop multi-die AI accelerator solutions that are 2.8 times larger compared to existing single monolithic dies and integrate four HBM3/3E stacks across six RDL layers.
The RDL interposer technology also offers shorter die-to-die connections to reduce latency and improve power efficiency. As the RDL solution is modular in nature, it allows seamless replacement of defective dies, which finally reduces costs and increases yields. The technology is compatible with HBM3/3E, XPU-type chips, and is expected to be qualified for the upcoming HBM-4.
These factors have made it attractive for hyperscalers to use it readily. As data center infrastructure investments grow at a rapid pace, Marvell Technology is expected to capitalize on it. MRVL anticipates that its total addressable market for data center semiconductors will rise to $94 billion by 2028. It expects its accelerated custom compute offerings to reach $55.4 billion with a CAGR of 53% from 2023 to 2028.
How Competitors Fare Against Marvell Technology
Broadcom 's AVGO advanced 3.5D XDSiP packaging platform is specifically designed to enhance the performance and efficiency of custom AI XPUs for AI accelerators. Broadcom's Semiconductor segment, which accounts for its custom silicon solutions, grew 11% year over year in the first quarter of fiscal 2025.
Advanced Micro Devices AMD is another player in the custom silicon solutions and AI accelerator space with its semi-custom SoC offerings and Instinct Accelerators that power numerous data centers. Advanced Micro Devices' reconfigurable Alveo Adaptable Accelerator Cards are used to speed up compute-intensive applications in data centers.
While Broadcom and Advanced Micro Devices are formidable players in the custom silicon space for AI accelerators, Marvell Technology's move toward the 2.5D packaging platform and leveraging of modular RDL interposer technology is likely to push it much ahead of other players in this space.
MRVL's Price Performance, Valuation and Estimates
Shares of MRVL have lost 34.5% year to date against the Electronics - Semiconductors industry's growth of 15%.
Marvell Technology YTD Performance Chart
From a valuation standpoint, Marvell Technology trades at a forward price-to-sales ratio of 7.02X, lower than the industry's average of 8.72X.
Marvell Technology Forward Twelve Months (P/S) Valuation Chart
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Marvell's fiscal 2026 and 2027 earnings implies year-over-year growth of 77.7% and 27.73%, respectively. The estimates for fiscal 2026 and 2027 have been revised upward in the past seven days.
Marvell Technology currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Higher. Faster. Sooner. Buy These Stocks Now
A small number of stocks are primed for a breakout, and you have a chance to get in before they take off.
At any given time, there are only 220 Zacks Rank #1 Strong Buys. On average, this list more than doubles the S&P 500. We've combed through the latest Strong Buys and selected 7 compelling companies likely to jump sooner and climb higher than any other stock you could buy this month.
You'll learn everything you need to know about these exciting trades in our brand-new Special Report, 7 Best Stocks for the Next 30 Days.
Download the report free now >>
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Advanced Micro Devices, Inc. (AMD): Free Stock Analysis Report
Marvell Technology, Inc. (MRVL): Free Stock Analysis Report
Broadcom Inc. (AVGO): Free Stock Analysis Report
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Globe and Mail
26 minutes ago
- Globe and Mail
Outlook Therapeutics Participates in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference
Video webcast now available on-demand ISELIN, N.J., July 22, 2025 (GLOBE NEWSWIRE) -- Outlook Therapeutics, Inc. (Nasdaq: OTLK), a biopharmaceutical company focused on enhancing the standard of care for bevacizumab for the treatment of retina diseases, today announced that Bob Jahr, newly appointed Chief Executive Officer, participated in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference. As part of the event, Mr. Jahr dove deeper into what brought him to Outlook Therapeutics, how he got to where he is today and provided insight into why he is excited about the future for Outlook Therapeutics. The on-demand video webcast is now available on as well as the Events page under the Investors section of the Company's website ( About Outlook Therapeutics, Inc. Outlook Therapeutics is a biopharmaceutical company focused on the development and commercialization of ONS-5010/LYTENAVA™ (bevacizumab-vikg; bevacizumab gamma) to enhance the standard of care for bevacizumab for the treatment of retina diseases. LYTENAVA™ (bevacizumab gamma) is the first ophthalmic formulation of bevacizumab to receive European Commission and MHRA Marketing Authorization for the treatment of wet AMD. Outlook Therapeutics commenced commercial launch of LYTENAVA™ (bevacizumab gamma) in Germany and the UK as a treatment for wet AMD. In the United States, ONS-5010/LYTENAVA™ (bevacizumab-vikg) is investigational, and a BLA has been resubmitted to the FDA. If approved in the United States, ONS-5010/LYTENAVA™, would be the first approved ophthalmic formulation of bevacizumab for use in retinal indications, including wet AMD. Jenene Thomas


Globe and Mail
26 minutes ago
- Globe and Mail
Palisade Bio Participates in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference
– Video webcast now available on-demand Carlsbad, CA, July 22, 2025 (GLOBE NEWSWIRE) -- Palisade Bio, Inc. (Nasdaq: PALI) ('Palisade', 'Palisade Bio', or the 'Company'), a clinical-stage biopharmaceutical company focused on developing and advancing novel therapeutics for patients living with autoimmune, inflammatory, and fibrotic diseases, today announced JD Finley Chief Executive Officer of Palisade Bio, participated in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference. As part of the event, Mr. Finley dove deeper into his dedication to the Company, how he got to where he is today and provided insight into why he is so passionate about the Company's programs in development. The on-demand video webcast is now available on as well as the Events page under the Investors section of the Company's website ( About Palisade Bio Palisade Bio is a clinical-stage biopharmaceutical company focused on developing and advancing novel therapeutics for patients living with autoimmune, inflammatory, and fibrotic diseases. The Company believes that by using a targeted approach with its novel therapeutics it will transform the treatment landscape. For more information, please go to


Globe and Mail
26 minutes ago
- Globe and Mail
Autonomix Medical, Inc. Participates in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference
– Video webcast now available on-demand THE WOODLANDS, TX, July 22, 2025 (GLOBE NEWSWIRE) -- Autonomix Medical, Inc. (NASDAQ: AMIX) ('Autonomix' or the 'Company'), a medical device company focused on advancing innovative technologies to revolutionize how diseases involving the nervous system are diagnosed and treated, today announced that Brad Hauser, Chief Executive Officer of Autonomix, participated in the Virtual Investor 'What's Your Story' Summer Spotlight On-Demand Conference. For the event, Mr. Hauser dove deeper into his dedication to the Company, how he got to where he is today, and provided insight into why he is passionate about the Company's innovative technology. The on-demand video webcast is now available on the Virtual Investor website as well as the Events page under the Investors section of the Company's website ( About Autonomix Medical, Inc. Autonomix is a medical device company focused on advancing innovative technologies to revolutionize how diseases involving the nervous system are diagnosed and treated. The Company's first-in-class platform system technology includes a catheter-based microchip sensing array that may have the ability to detect and differentiate neural signals with greater sensitivity than currently available technologies. We believe this will enable, for the first time ever, transvascular diagnosis and treatment of diseases involving the peripheral nervous system virtually anywhere in the body. We are initially developing this technology for the treatment of pain, with initial trials focused on pancreatic cancer, a condition that causes debilitating pain and is without a reliable solution. Our technology constitutes a platform to address dozens of potential indications, including cardiology, hypertension and chronic pain management, across a wide disease spectrum. Our technology is investigational and has not yet been cleared for marketing in the United States. For more information, visit and connect with the Company on X, LinkedIn, Instagram and Facebook. Investor and Media Contact JTC Team, LLC Jenene Thomas 908.824.0775 autonomix@ This article contains syndicated content. We have not reviewed, approved, or endorsed the content, and may receive compensation for placement of the content on this site. For more information please view the Barchart Disclosure Policy here.