AI connectivity (retimers, AEC and optics DSPs)
Newest 3.2T retimer and second-generation 1.6T active electrical cable DSP are already sampling to customers.
What it is
Chips that move data between AI accelerators, switches and optical modules, including retimers, active electrical cable (AEC) DSPs and optical DSPs for 1.6T and 3.2T links.
Why it matters to the stock. AI clusters need more bandwidth between chips than ever, so each generation of AI connectivity chips sells into a larger installed base of accelerators.
News
Marvell adds Alaska E 3.2T retimer and second-generation Alaska A 1.6T AEC DSP, both sampling
Marvell expanded its AI scale-up connectivity line with the Alaska E 3.2T protocol-aware retimer and a second-generation Alaska A 1.6T active electrical cable DSP, both now sampling to customers.
Marvell previews OCP Global Summit demos, including Teralynx T100 and Structera CXL memory
Marvell said it will show open AI infrastructure products at the OCP Global Summit in San Jose, October 12 to 15, at booth B31.
Marvell stock rises about 6% on investor day targets, outpacing Broadcom
Marvell shares rose about 6% on Tuesday, October 6, the day of its Investor Day, while rival Broadcom rose about 4%.
Marvell demos 2nm optical interconnect chips at ECOC 2026
Marvell showed 2nm optical technologies at ECOC 2026 in Malaga, Spain, including 400G-per-lane optical PAM4, an 800G ZR/ZR+ pluggable with MACsec and 1.6T coherent-lite links.
Marvell previews end-to-end AI data center connectivity at AI Infra Summit 2026
Marvell said it will show its end-to-end AI data center connectivity portfolio at AI Infra Summit in Santa Clara from September 15 to 17.
Marvell unveils AI memory and storage portfolio at FMS 2026, including Bravera SC6 and Photonic Fabric
At the FMS 2026 conference in Santa Clara, Marvell showed a set of AI memory and storage products: the Bravera SC6 PCIe 6.0 SSD controller, Structera X memory expansion, and Photonic Fabric optical shared-memory modules.
Marvell starts sampling Teralynx T100, a 102.4 Tbps switch chip for AI data centers
Marvell announced availability of the Teralynx T100, which it calls the industry's first 102.4 Tbps switch silicon for AI and cloud data centers.
Marvell acquires Swiss photonics developer Polariton Technologies
Marvell said it acquired Polariton Technologies, a Swiss photonics developer, to add plasmonics-based modulation and a silicon photonics engineering team.
Marvell and Lumentum to demonstrate optical circuit switching at OFC 2026
Marvell and Lumentum said they will run a live demonstration at OFC 2026 in Los Angeles, showing Marvell optical connectivity chips working with Lumentum's optical circuit switch.
Marvell launches four 3nm 1.6T optical DSPs for AI data center links
Marvell introduced four new 3nm 1.6T optical DSPs, named Ara T, Ara X, Petra and Aquila M, for AI data center connectivity.
Marvell and Mojo Vision to co-develop micro-LED optical links for AI data centers
Marvell and micro-LED maker Mojo Vision said they are jointly developing high-density micro-LED connectivity for AI data centers.