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Marvell Technology's stock surged 6.12% in pre-market trading on July 30, 2025, driven by a significant strategic collaboration with Rebellions Inc., a leading AI semiconductor company based in South Korea.
This partnership aims to deliver high-performance, energy-efficient AI systems tailored for sovereign-backed initiatives and regional cloud providers across the Asia-Pacific and Middle East regions. The collaboration leverages Marvell's custom platforms, which include advanced packaging, high-speed SerDes, and die-to-die interconnects, to create tightly integrated, end-to-end rack solutions for AI inference at scale.
Rebellions' flagship chip, REBEL, utilizes chiplet architecture and 144GB HBM3E memory, making it well-suited for large-scale AI inference. The company has been mass-producing its AI accelerator, ATOM, since 2024, and is backed by strategic investors including
, SK hynix, Aramco's Wa'ed Ventures, and . This collaboration is expected to enhance Marvell's position in the custom AI infrastructure market, driving innovation and efficiency in data centers.
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