Marvell Demos 2nm 102.4Tbps Co-Packaged Optics at ECOC 2026
MRVL has more than doubled off its 52-week low of $70.685.
Summary
Marvell is showcasing next-generation 2nm optical technology at ECOC 2026, including a 102.4Tbps co-packaged optics platform, 400G/lane PAM4, and 1.6T ZR/coherent-lite pluggables. This demo signals a push into advanced optical interconnects for AI data centers, a key growth area. The Q2 revenue figure of $2.739B (+37% YoY) was already reported in late August, but the optics demo is new information. The company's data center revenue surged 46% in Q2, and this technology could extend that momentum. Watch for customer adoption announcements following the demo.
At the time of this announcement, MRVL was trading at $259.60 on NASDAQ in the Technology sector, with a market capitalization of approximately $225.7B. The 52-week trading range was $70.69 to $329.88. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Wiseek News.