About that Morgan Stanley analyst and his softball question: is Morgan Stanley handling any of Softbank's activities, maybe in the M&A space? Maybe he didn't want to upset that lucrative apple cart 💰😁.
Still ARM is a lifetime stock. Game will change when Nvidia will enter the PC market with her arm chips with nvidia graphics. As we know Nvidia has a whopping 90% share in the PC graphics. but I think Nvidia will not have much success in the beginnings due to not much apps. and games available natively on arm but that will eventually change in just 1 to 2 years if Nvidia forced the game developers to move on from x86.
It's incredible how bullish Harlan (JPM analyst) is on Marvell. He is really really sticking his neck out to defend Marvell's Trainium 3 and Maia 3 wins...
Surprising his checks are so different from most buyside folks...
As @AY wrote, congratulations on the win at your day job!
And here some questions about "Marvell botched porting their 224G SerDes from N5 to N3P.". If an experienced foundry like TSMC fabs a chip that doesn't meet specifications, is that the fault entirely the customer's (here: Marvell)? Especially if the design was performing well enough in an older node (N5), and the foundry is famous for supposedly industry-leading PDKs and execution? So, I wonder if TSMC is getting a free pass here? Or did they tell Marvell about possible problems, and Marvell told them to go ahead regardless?
The only new-ish chiplet design with ARM cores is Fujitsu's Monaka. That 144 core design is quite interesting, but (per Fujitsu) not expected before 2026.
And, regarding Samsung Foundry's "4nm" node, Samsung has definitely plenty of available capacity in that node, so is desperate for customers. After initial rumors that AMD would have their next I/O die fabbed in that node, AMD clarified just recently that this won't happen. I guess they got a more convincing offer from TSMC.
Qualcomm are already targeting Alphawave which, among many other things, will give Qualcomm access to the RISC-V IP from Alphawave's previous acquisition of SiFive's custom silicon division OpenFive.
Congratulations on the win at ur day job.
Fair to say then it is highly unlikely MRVL wins 2nm Trainium? When do you expect this decision? I hear estimates varying from 4Q 25 to middle 26.
About that Morgan Stanley analyst and his softball question: is Morgan Stanley handling any of Softbank's activities, maybe in the M&A space? Maybe he didn't want to upset that lucrative apple cart 💰😁.
Still ARM is a lifetime stock. Game will change when Nvidia will enter the PC market with her arm chips with nvidia graphics. As we know Nvidia has a whopping 90% share in the PC graphics. but I think Nvidia will not have much success in the beginnings due to not much apps. and games available natively on arm but that will eventually change in just 1 to 2 years if Nvidia forced the game developers to move on from x86.
How can MRVL be channel stuffing when days sales outstanding is dropping?
It's incredible how bullish Harlan (JPM analyst) is on Marvell. He is really really sticking his neck out to defend Marvell's Trainium 3 and Maia 3 wins...
Surprising his checks are so different from most buyside folks...
So... even more long Astera Labs here?
As @AY wrote, congratulations on the win at your day job!
And here some questions about "Marvell botched porting their 224G SerDes from N5 to N3P.". If an experienced foundry like TSMC fabs a chip that doesn't meet specifications, is that the fault entirely the customer's (here: Marvell)? Especially if the design was performing well enough in an older node (N5), and the foundry is famous for supposedly industry-leading PDKs and execution? So, I wonder if TSMC is getting a free pass here? Or did they tell Marvell about possible problems, and Marvell told them to go ahead regardless?
What if MS analyst really get fired later 😭😭😭😭. Great post. Always enjoy your article
The only new-ish chiplet design with ARM cores is Fujitsu's Monaka. That 144 core design is quite interesting, but (per Fujitsu) not expected before 2026.
And, regarding Samsung Foundry's "4nm" node, Samsung has definitely plenty of available capacity in that node, so is desperate for customers. After initial rumors that AMD would have their next I/O die fabbed in that node, AMD clarified just recently that this won't happen. I guess they got a more convincing offer from TSMC.
Do you think Qualcomm will buy Sifive as they pivot to RISCV, especially with recent acquisition rumors: https://www.semiaccurate.com/2025/04/02/is-someone-looking-to-acquire-sifive/
Qualcomm are already targeting Alphawave which, among many other things, will give Qualcomm access to the RISC-V IP from Alphawave's previous acquisition of SiFive's custom silicon division OpenFive.