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Marwell's financial report is coming out soon, and there are some key points worth noting: 1️⃣ Custom Silicon (Custom ASIC/XPU) As hyperscale cloud customers migrate from general-purpose GPUs to custom XPUs, this segment is becoming a new growth engine. Currently, customers are concentrated in Amazon Trainium, Google TPU, and Microsoft Maia. We should observe whether there are any new customers, and how existing customer orders and growth are performing. 2️⃣ Optical Interconnect Business The optical interconnect business grew by over 50% this fiscal year. The key focus is on the migration pace from 800G to 1.6T and order visibility. 3️⃣ Full-Year Outlook Will there be further improvement?

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今天突然有朋友和我说 $MRVL 好像很强。 当然,我的严选 90拿到190了🥳 x.com/nft_hu/status/…
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