DRAM prices have surged nearly fivefold due to a tight memory supply driven by growing AI infrastructure demands. The open standard CXL (Compute Express Link) allows servers to reuse older memory modules and pool memory across servers, helping data centers optimize costly DRAM usage. Companies like Marvell, Astera Labs, and Penguin Solutions are developing CXL-based products to address this shortage. While CXL adds latency and is not a permanent fix, it could become a key technology through 2027 and 2028 as memory supply remains tight and prices stay high.
As of Oct 13, 2026 16:21 WIB, Marvell Technology (MRVL) trades at USD 261.20, closer to its 52-week low of USD 73.73 than its high of USD 316.43, while Astera Labs (ALAB) at USD 319.18 remains well below its 52-week peak of USD 483.02. Micron Technology (MU), priced at USD 965.50, is also nearer to its 52-week high of USD 1.21K than its low of USD 187.06. Despite the recent pullbacks, Pluang investors show a strong buying interest in these memory-related tech stocks, with Astera Labs seeing 100% buy activity and typical hold times ranging from 5 days for ALAB to 48 days for MU.
Marvell Technology announced a target of $30 billion in custom silicon revenue by fiscal year 2031, nearly quadrupling current levels. A key growth driver is the expansion of XPU (accelerated processing unit) attach, potentially reaching $15 billion,...
Marvell Technology has surged over 230% this year, driven by strong AI-related custom silicon sales that now make up 79% of its revenue. The company recently raised its fiscal 2027 revenue forecast to about $12 billion, with expectations for signific...
The S&P 500's price-to-earnings (P/E) ratio has sharply declined from 30 times to 19 times, reflecting the impact of rising interest rates and changing market valuations. Persistent high interest rates and market volatility may continue to pressure v...
Broadcom, Marvell, and AMD are benefiting from rising AI-related semiconductor demand, with shares up significantly in 2026. Analysts project bold price targets for 2027, suggesting potential gains around 60% for each stock, driven by strong earnings...
Marvell Technology announced at its Investor Day a bold revenue target of $70-90 billion by fiscal year 2031, representing an 11-fold increase from fiscal year 2026. This growth is expected to be driven primarily by accelerating demand for AI data ce...
