Reported 7 days ago
This article discusses a bear case for Marvell Technology, Inc. (MRVL), highlighting significant struggles with its high-speed SerDes technology, which is impacting relationships with key clients like Microsoft and Amazon. It reports on performance issues causing delays in product releases and customer shifts towards competitors. Despite some technological advancements, skepticism around Marvell’s capabilities has emerged, questioning its growth prospects amid fierce competition. The stock has depreciated by 32% since the previous bullish assessment, reflecting concerns over its ability to deliver value in the AI segment.
Source: YAHOO