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Chips

Bank of America doubles Marvell's credit line to $3 billion as AI shorts count $6 billion of paper profits

An 8-K filed October 23 shows a Bank of America-led syndicate committing five years of undrawn credit to Marvell at 0.875–1.5% over SOFR, double the old line and expandable to $5 billion, with a covenant drafted for a $500 million-plus deal. The AI financing-freeze short case now has to explain that page.

October 23, 2026 · 3 min read

Chips

Marvell trades at 77.4 times earnings as SK hynix's first commercial memory runs on a startup's chip

At the Open Compute Project summit, SK hynix put its first named commercial CXL memory product on a startup's compute-in-memory chip, due for mass production before Marvell's rival expander samples. Marvell still trades at 77.4 times trailing earnings on a fiscal 2028 outlook management just raised to $20 billion.

October 20, 2026 · 3 min read

Chips

POET lost every Marvell order after its CFO spoke. The rebuild is one $50 million deal

Six days after POET's finance chief discussed order details on camera, Marvell canceled every purchase order and the shares fell 47.3% in a day. A securities suit and 22.8 million shares short now sit against a $50 million Lumilens order and an optics market sold out through early 2029.

October 14, 2026 · 3 min read

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Latest on Marvell

Nvidia pays Ibiden, Samsung Electro-Mechanics and Unimicron for substrate capacity; AT&S fell 18.6%

Bank of America doubles Marvell's credit line to $3 billion as AI shorts count $6 billion of paper profits

Marvell trades at 77.4 times earnings as SK hynix's first commercial memory runs on a startup's chip

POET lost every Marvell order after its CFO spoke. The rebuild is one $50 million deal

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POET's November 16 report tests a $0.7 million quarter against its Malaysia 800G promise