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Marvell TechnologySupplies data infrastructure semiconductors: custom AI accelerators (XPUs) for hyperscalers, optical DSPs, ethernet switching and PHYs, and storage controllers.
2021-Q3-2026-Q2
2021-Q3-2026-Q2
2022-2026
$MRVL
Designs custom AI accelerators (XPUs) for hyperscalers alongside the optical DSPs, ethernet switches, and PHYs that move data between GPU racks. ~$8.7B annual revenue with data center the majority of the mix and custom silicon the fastest growing piece. Competes with Broadcom for hyperscaler ASIC sockets while owning much of the electro-optics content in AI networking.