NuAxiSemiconductor trade intelligence
Marvell Redraws AI Optical Networking With 2nm Chips
What happened
Marvell unveiled the industry's first 1.6T ZR/ZR+ pluggable module and two 2nm coherent DSPs targeting AI data centers. This launch highlights the shift towards higher-speed optical interconnects to handle surging AI traffic. The introduction of 2nm DSPs signals strong demand for advanced process nodes in high-performance computing.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
1.6T ZR/ZR+ ModuleCoherent DSP2nm Process
Marvell Technology Inc.
AI2nmOpticalDSP1.6T
Source and time
Source: The Elec · 3/10/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders