at Nasdaq.com (Thu, 12:00PM)
A Marvell (MRVL -1.9%) SSD controller is designed into Apple's new MacBook Airs, says JPMorgan. Marvell is counting on rising SSD controller sales to compensate for soft hard drive controller demand (largely the result of weak PC sales). RBC's Doug Freedman recently argued Marvell will benefit from rising SSD adoption, since the dollar value of its chip content is higher for SSDs than hard drives. However, Marvell faces competition here not only from hard drive controller rival LSI's SandForce unit, but also from startups such as DensBits and the in-house efforts of SSD vendors such as OCZ and SanDisk.
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