02.迈威尔科技(MRVL.US)2025财年第三季度业绩电话会：2025财年第三季度，迈威尔科技营收达15.16亿美元，环比增长19%，同比增长7%，数据中心市场营收11亿美元，占总营收的73%，预计第四季度营收将增长26%。非GAAP每股收益43美分，环比增长43%。与亚马逊云服务签订为期5年的合作协议，预计全年人工智能营收将超过15亿美元。第四季度预计毛利率约60%，非GAAP运营费用4.8亿美元。公司正在推进2纳米平台，预计明年光学业务和交换业务将显著增长。

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