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AI & Enterprise

Marvell shares surge 241 percent in a year; CEO cites trust as key to AI chip success

Marvell Technology shares have surged 241 percent over the past year, with long-standing trust built with major technology companies cited as a key driver. CEO Matt Murphy said hyperscaler customers decide deals based on trust across the ecosystem, not only price or performance. Marvell expanded cooperation with Nvidia in March and signed a partnership with Google in August. FactSet expects data centre revenue to rise 60 percent in fiscal 2027 and 61 percent in fiscal 2028.

Industry

Samsung Electro-Mechanics signs 772 million MLCC supply deal with global company

Samsung Electro-Mechanics said on Tuesday it signed a supply contract with a major global company for multilayer ceramic capacitors (MLCCs) used in artificial intelligence servers. The deal is worth about 1.0722 trillion won, or $772 million, and runs from Jan. 1 to Dec. 31, 2027. The company said it was its largest long-term MLCC supply contract to date and cited recognition of its design technology, product reliability and production and quality management capabilities.

Industry

Smartphone, PC costs to rise 15 to 40 percent in vicious cycle from commodity DRAM shortage

Memory makers are allocating more wafer capacity to high-bandwidth memory and DDR5, reducing output of commodity DRAM and lifting prices, an industry source said. The shift is expected to raise the cost of making a smartphone or PC by at least 15 to 40 percent this year. As higher costs are hard to pass on amid weak demand and falling shipments, pressure is likely to move to parts and materials suppliers.