Marvell is the second-source custom silicon partner of choice for hyperscalers building Nvidia alternatives. AWS Trainium, Microsoft Maia, and Google TPU optical interconnect content is ramping aggressively into 2026. Data center revenue mix now exceeds 70% as legacy storage/networking shrinks. PAM4 DSP leadership in 1.6T optical positions Marvell as picks-and-shovels for AI scale-out.
Thesis reviewed May 29, 2026
Marvell Technology Inc. is headquartered in United States, which is currently showing elevated risk signals.
🇺🇸United States82EXITView United States risk detail →💻Semiconductors1WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| AMAT | Applied Materials, Inc. | 11 | +14% | ↓92% | EARLY |
| MU | Micron Technology, Inc. | 11 | +16% | ↓92% | EARLY |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | ↓92% | EARLY |
| ON | ON Semiconductor Corporation | 11 | -12% | ↓92% | AVOID |
| WOLF | Wolfspeed Inc. | 11 | -29% | ↓92% | AVOID |
| UMC | United Microelectronics Corporation | 11 | +7% | ↓92% | NEUTRAL |
| STM | STMicroelectronics N.V. | 11 | +12% | ↓92% | NEUTRAL |
Investors who hold MRVL may also have indirect exposure through these country funds.
Amazon Trainium3 silicon partnership extended through 2028
Marvell 1.6T DSP design wins across all top-4 hyperscalers
Microsoft custom NIC silicon enters volume production
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Gilbert CisnerosCA | Buy | $1k–$15k | Jul 17, 26 | ||
| Byron DonaldsFL | R | Buy | $1k–$15k | Apr 2, 26 | +15.2% |
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Apr 6, 26 | +20.5% |
| Angus S King, Jr. | Buy | $1k–$15k | Jul 21, 25 | +167.6% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +211.3% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +170.3% |
[House Hearing, 119 Congress] [From the U.S. Government Publishing Office] MEMBER DAY HEARING: HOUSE COMMITTEE ON SCIENCE, SPACE, AND TECHNOLOGY ======================================================================= HEARING BEFORE THE COMMITTEE ON SCIENCE, SPACE, AND TECHNOLOGY OF THE …