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Marvell 財報營收年增7%至15.1億，Data Center 營收年增98%至11億，繼續一神帶四坑，EPS 0.43優於預期。更重要的是，Q4的財測營收預計18億，成長會大幅加速至26%，主要由於客製化AI晶片業務推動。Q4的EPS預估$0.59也遠優於市場預期。

由於AI業務每季都優於預期，Marvell預估目標 2024 AI營收15億和2025年25億的目標都會大幅超越預期。預估客製化AI晶片的總市場規模達400億美元，目標是取得20%市占率。預估2025毛利率有望維持在60%以上。

Marvell和Amazon AWS簽署5年戰略合作協議，包含客製化AI產品、光學DSP、主動式電纜DSP、資料中心互連光學模組和乙太網路交換晶片解決方案等多項產品。

$MRVL Q4預估資料中心的營收會繼續季增23%，其他部門方面。Marvell預計Enterprise networking和Carrier基礎設施部門復甦步伐將加快，訂單持續改善。消費部門則是繼續季減。而汽車和工業部門則看到了終端市場復甦。

由於Marvell的CEO Matt Murphy 被認為是Intel換帥的潛在競爭者，CEO還特別在電話會議上說他現在100%專注於Marvell，說想不出比Marvell更好的地方。

IEObserve 國際經濟觀察
Marvell 財報營收年增7%至15.1億，Data Center 營收年增98%至11億，繼續一神帶四坑，EPS 0.43優於預期。更重要的是，Q4的財測營收預計18億，成長會大幅加速至26%，主要由於客製化AI晶片業務推動。Q4的EPS預估$0.59也遠優於市場預期。

由於AI業務每季都優於預期，Marvell預估目標 2024 AI營收15億和2025年25億的目標都會大幅超越預期。預估客製化AI晶片的總市場規模達400億美元，目標是取得20%市占率。預估2025毛利率有望維持在60%以上。

Marvell和Amazon AWS簽署5年戰略合作協議，包含客製化AI產品、光學DSP、主動式電纜DSP、資料中心互連光學模組和乙太網路交換晶片解決方案等多項產品。

$MRVL Q4預估資料中心的營收會繼續季增23%，其他部門方面。Marvell預計Enterprise networking和Carrier基礎設施部門復甦步伐將加快，訂單持續改善。消費部門則是繼續季減。而汽車和工業部門則看到了終端市場復甦。

由於Marvell的CEO Matt Murphy 被認為是Intel換帥的潛在競爭者，CEO還特別在電話會議上說他現在100%專注於Marvell，說想不出比Marvell更好的地方。
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What Is Bitcoin?

Bitcoin is a decentralized digital currency that you can buy, sell and exchange directly, without an intermediary like a bank. Bitcoin’s creator, Satoshi Nakamoto, originally described the need for “an electronic payment system based on cryptographic proof instead of trust.” Each and every Bitcoin transaction that’s ever been made exists on a public ledger accessible to everyone, making transactions hard to reverse and difficult to fake. That’s by design: Core to their decentralized nature, Bitcoins aren’t backed by the government or any issuing institution, and there’s nothing to guarantee their value besides the proof baked in the heart of the system. “The reason why it’s worth money is simply because we, as people, decided it has value—same as gold,” says Anton Mozgovoy, co-founder & CEO of digital financial service company Holyheld.

Marvell 財報營收年增7%至15.1億，Data Center 營收年增98%至11億，繼續一神帶四坑，EPS 0.43優於預期。更重要的是，Q4的財測營收預計18億，成長會大幅加速至26%，主要由於客製化AI晶片業務推動。Q4的EPS預估$0.59也遠優於市場預期。

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