Enterprise

Yesterday during Marvell’s quarterly earnings call, the company had made a surprise announcement that they are planning to restructure their server processor development team towards fully custom solutions, abandoning plans for “off-the-shelf” product designs. The relevant earning call statements are as follows: "Very much aligned with our growing emphasis on custom solutions, we are evolving our ARM-based server processor efforts toward a custom engagement model. […] Having worked with them for multiple generations, it has become apparent that the long-term opportunity is for ARM server processors customized to their specific use cases rather than the standard off-the-shelf products. The power of the ARM architecture has always been in its ability to be integrated into highly customized designs optimized for specific use cases, and we see hyperscale data center...