Harlan Sur

“The team is doing just an awesome job on the innovation front, bringing your standard products to the market. That being said, I mean, more and more of your customers.”

“And as always, great execution by the team. On the new Orion Rapscale reference architecture, you know, as large corporations like ours start to evaluate open source, open way models on premise.”

“You know, Marvell is the leader in digital signal processing DSPs, right? We estimate 70%-plus market share. And obviously, you layer on top of that your best-in-class analog for TIA and drivers that target both scale-out and scale-across networking.”

“And thanks for the near-term trends you're seeing in your auto franchise. Obviously, you guys have many other company-specific drivers in your other segments that are firing edge AI, physical AI, data center, to name a few.”

“That's the positive cyclical dynamics we're seeing now as excess customer inventories have bottomed in these end markets. Are you continuing to see the positive demand trends in this segment?”