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.
πΊπΈUnited States78REDUCEView United States risk detail βπ»Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | β79% | EARLY |
| AMAT | Applied Materials, Inc. | 11 | +14% | β79% | EARLY |
| MU | Micron Technology, Inc. | 11 | +16% | β79% | EARLY |
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | β79% | NEUTRAL |
| WOLF | Wolfspeed Inc. | 11 | -29% | β79% | AVOID |
| ARM | Arm Holdings plc | 11 | +17% | β79% | EARLY |
| STM | STMicroelectronics N.V. | 11 | +12% | β79% | 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 Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Byron DonaldsFL | R | Buy | $1kβ$15k | Apr 2, 26 | +15.2% |
| Maria Elvira SalazarFL | R | Buy | Unknown amount | Apr 6, 26 | +20.5% |
| Angus S King, Jr. | Buy | $1kβ$15k | Jul 21, 25 | +167.6% | |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | +211.3% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | +170.3% |