Welcome, AI & Semiconductor Investors. Marvell’s latest trio of cutting-edge innovations—custom HBM memory for AI XPUs, O-band “coherent-lite” DSP solutions, and a 1.6 Tbps LPO chipset—set the stage for more agile, power-efficient data centers in the AI era. Curious how ON Semi’s silicon carbide push or Micron’s CHIPS-fueled growth could reshape the global semiconductor playing field?