Tech giants are increasingly turning to custom silicon to power their AI ambitions – a shift that is rapidly reshaping the semiconductor industry. Heavy-weights like AWS, Google, Microsoft, and Meta, are aiming to enhance performance, conserve power, and stay ahead in the AI race.

Host Patrick Moorhead is joined by guest Nigel Alvares, VP of Marketing at Marvell Technology, on this episode of Six Five On The Road at Marvell Industry Analyst Day to unpack the implications of this trend for the semi industry and how Marvell is navigating the future of custom silicon development.

Tune in for these key takeaways:

• Hyperscalers are driving the demand for custom chips to optimize performance and power efficiency as Moore's Law slows

• Customization is happening across various devices, including CPUs, XPUs, CXL devices, and NICs

• Examples of chip customization in action, including projects from major players, showcasing the technological innovation driving the semiconductor market

• Marvell's role and strategies within the custom chip sphere, highlighting the importance of IP foundation, process technology advancements, partnerships, and IP flexibility

• The emerging trend of leveraging AI in Electronic Design Automation (EDA) to expedite design processes, cut costs, and democratize access to chip customization