Blog Archives

Marvell to Acquire Inphi - Accelerating Growth and Leadership in Cloud and 5G Infrastructure $MRVL

10/29/2020

Marvell Technology Group Ltd. (NASDAQ: MRVL), a leader in infrastructure semiconductor solutions, and Inphi Corporation (NASDAQ: IPHI), a leader in high-speed data movement, today announced a definitive agreement, unanimously approved by the boards of directors of both companies, under which Marvell will acquire Inphi in a cash and stock transaction. In conjunction with the transaction, Marvell intends to reorganize so that the combined company will be domiciled in the United States, creating a U.S. semiconductor powerhouse with an enterprise value of approximately $40 billion.

Inphi has built a leading high-speed data interconnect platform uniquely suited to meet the insatiable demand for increased bandwidth and low power for the cloud data centers & global networks of the future. Inphi’s high-speed electro-optics portfolio provides the connectivity fabric for cloud data centers and wired and wireless carrier networks, just as Marvell’s copper physical layer portfolio does for enterprise and future in-vehicle networks (autonomous driving). Combining Marvell’s storage, networking, processor, and security portfolio, with Inphi’s leading electro-optics interconnect platform, will position the combined company for end-to-end technology leadership in data infrastructure. This highly complementary transaction expands Marvell’s addressable market, strengthens customer base, and accelerates Marvell’s leadership in hyperscale cloud data centers & 5G wireless infrastructure.

Today’s machine learning and other data-driven workloads have expanded beyond the confines of the server and now span the entire cloud data center, making the software-defined data center the new computing paradigm. This trend drives hyper-connectivity within the data center, putting electro-optical interconnects at the heart of the cloud architecture. In addition, the need for bandwidth between data centers continues to grow at astounding rates. Combined with explosive Internet traffic growth and the rollout of new ultra-fast 5G wireless networks, the importance of Inphi’s high-speed data interconnect solutions will only accelerate. The combined company will be uniquely positioned to serve the data-driven world, addressing high growth, attractive end markets – cloud datacenter and 5G.

“Our acquisition of Inphi will fuel Marvell’s leadership in the cloud and extend our 5G position over the next decade,” said Matt Murphy, president and CEO of Marvell. “Inphi’s technologies are at the heart of cloud data center networks and they continue to extend their leadership with innovative new products, including 400G data center interconnect optical modules, which leverage their unique silicon photonics and DSP technologies. We believe that Inphi’s growing presence with cloud customers will also lead to additional opportunities for Marvell’s DPU and ASIC products.”

“Marvell and Inphi share a vision to enable the world’s data infrastructure and we have both transformed our respective businesses to benefit from the strong secular growth expected in the cloud data center and 5G wireless markets” said Ford Tamer, President and CEO of Inphi. “Combining with Marvell significantly increases our scale, accelerates our access to the next generations of process technology, and opens up new opportunities in 5G connectivity.” Upon closing, Ford Tamer, Inphi’s President & CEO, will join Marvell’s Board of Directors.

Under the terms of the definitive agreement, the transaction consideration will consist of $66 in cash and 2.323 shares of stock of the combined company for each Inphi share. Upon closing of the transaction, Marvell shareholders will own approximately 83% of the combined company and Inphi stockholders will own approximately 17% of the combined company.

Disclaimer: I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, & I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs. FIRED Up Wealth and Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.

#stocks #highgrowth #MRVL #IPHI

0 Comments

Cloudflare ($NET) Stock | Why is Cloudflare Stock Up 17% Today?

10/12/2020

0 Comments

Today, I discuss Cloudflare stock (NET stock) and why it's soaring. Cloudflare stock is up over 17% today on news about Cloudflare One. NET will be partnering with CrowdStrike (CRWD), Okta, Ping, and more to provide a secure, fast, reliable, cost-effective network service, integrated with these leading identity management and endpoint security providers. Should Cloudflare (NET) and Fastly (FSLY) both be in your growth portfolio? "Today we’re announcing Cloudflare One™. It is the culmination of engineering and technical development guided by conversations with thousands of customers about the future of the corporate network. It provides secure, fast, reliable, cost-effective network services, integrated with leading identity management and endpoint security providers. Over the course of this week, we'll be rolling out the components that enable Cloudflare One, including our WARP Gateway Clients for desktop and mobile, our Access for SaaS solution, our browser isolation product, and our next generation network firewall and intrusion detection system. The old model of the corporate network has been made obsolete by mobile, SaaS, and the public cloud. The events of 2020 have only accelerated the need for a new model. Zero Trust networking is the future and we are proud to be enabling that future. Having worked on the components of what is Cloudflare One for the last two years, we’re excited to unveil today how they’ve come together into a robust SASE solution and share how customers are already using it to deliver the more secure and productive future of the corporate network."

Disclaimer: I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, and I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs. FIRED Up Wealth and Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.

#growthstocks #cloudstocks #cloudflare #NET

0 Comments

Semiconductor ETF Comparison | $SMH $SOXX $XSD

10/5/2020

0 Comments

If you want to invest in stocks like Nvidia (NVDA), AMD, Marvell (MRVL), Qualcomm (QCOM), Intel (INTC), Broadcom (AVGO), Lam Research (LRCX), Skyworks (SWKS), Texas Instruments (TXN), Micron (MU), Qorvo (QRVO), and others to add exposure to secular growth trends like 5G, Artificial Intelligence (AI), data centers (cloud), autonomous driving, Internet of Things (IoT) and others by leveraging an ETF, you have options. Today, I break down and compare the SMH, SOXX, and XSD ETFs in detail. Semiconductors are the new oil, and having semis in your portfolio could definitely accelerate your growth and your wealth!

Disclaimer: I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, and I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs. FIRED Up Wealth and Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.

#stocks #ETF #highgrowth #SOXX #SMH #XSD #semistocks

0 Comments

Semiconductor Stocks | Top 3 Mid Cap 5G & IoT Stocks | Best Stocks to Buy Now for 2021! | Series!

10/1/2020

0 Comments

Today, I will cover top semiconductor stocks. I will discuss the best 5G, AI, and Internet of Things (IoT) Mid Cap stocks. The best stocks to buy now for 2021. These mid-cap stocks cover 5G, Artificial Intelligence (AI), data centers, and more! One company even has a partnership with Arm, who is being acquired by Nvidia (NVDA)...could this be the next large cap semi stock?

Disclaimer: I have been investing in the stock market for over 20 years, but I am not a financial advisor or a legal professional, and I am not providing financial or legal advice. The information provided is for informational purposes only. It should not be considered legal or financial advice. You should consult with an attorney or other professional to determine what may be best for your individual needs. FIRED Up Wealth and Eric Cuka do not make any guarantee or other promise as to any results that may be obtained from using our content. No one should make any investment decision without first consulting his or her own financial advisor and conducting his or her own research and due diligence. Past performance is no guarantee of future results.

#5Gstocks #AIstocks #cloudstocks #semiconductors #stocks

0 Comments

Eric Cuka’s Blog

Marvell to Acquire Inphi - Accelerating Growth and Leadership in Cloud and 5G Infrastructure $MRVL

Cloudflare ($NET) Stock | Why is Cloudflare Stock Up 17% Today?

Semiconductor ETF Comparison | $SMH $SOXX $XSD

Semiconductor Stocks | Top 3 Mid Cap 5G & IoT Stocks | Best Stocks to Buy Now for 2021! | Series!

Archives

Categories