- Marvell Technology announced industry-first 2nm optical interconnect demonstrations for AI data center connectivity at ECOC 2026, including 2nm 400G/lane optical PAM4, 2nm 800G ZR/ZR+ pluggable with MACsec, and 2nm 1.6T ZR and O-band coherent-lite technologies.
- The technologies are designed to scale AI data center architectures from 1.6T to 3.2T and beyond, with faster, lower-power, and more secure optical interconnects.
- AT&S and Marvell expanded a long-term collaboration to increase advanced IC substrate capacity, with Marvell identified as the previously unidentified additional customer for AT&S's Kulim site expansion.
- Marvell shares rallied 6.1% after the optical demo announcement; Morgan Stanley analyst Joseph Moore raised his price target to $268 from $246 while maintaining an equal-weight rating.
- Moore expects Marvell to forecast fiscal 2030 revenue of $40 billion plus at its Oct. 6 investor day, driven by custom silicon and the growing relationship with Alphabet's Google.
Quotes
“industry-first 2 nanometer (nm) optical interconnect demonstrations to advance the next generation of AI data center connectivity”
“faster, lower-power, and more secure optical interconnects”