The Future of Silicon Is Custom - Six Five at Marvell Industry Analyst Day

Tech giants are increasingly turning to custom silicon to power their AI ambitions - a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race.
Host Patrick Moorhead is joined by guest Nigel Alvares, VP of Marketing at Marvell Technology, on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development.
Tune in for these key takeaways:
Hyperscalers are driving the demand for custom chips to optimize performance and power efficiency as Moore's Law slows
Customization is happening across various devices, including CPUs, XPUs, CXL devices, and NICs
Examples of chip customization in action, including projects from major players, showcasing the technological innovation driving the semiconductor market
Marvell's role and strategies within the custom chip sphere, highlighting the importance of IP foundation, process technology advancements, partnerships, and IP flexibility
The emerging trend of leveraging AI in Electronic Design Automation (EDA) to expedite design processes, cut costs, and democratize access to chip customization
Learn more at Marvell Technology: www.marvell.com/
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Disclaimer: Six Five On The Road is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors, and we ask that you do not treat us as such.