From NASDAQ: 2025-06-20 09:40:00

Marvell Technology is expanding its custom chip capabilities to enhance its role in AI infrastructure, reporting record Data Center revenues of $1.44 billion in Q1 fiscal 2026, up 76% YoY. Strategic partnerships with NVIDIA and new additions like multi-die packaging and UALink scale-up solution position Marvell as a key player in large-scale AI systems.

Competitors like Advanced Micro Devices and Broadcom are also advancing their AI solutions, with AMD acquiring ZT Systems to streamline deployment and Broadcom scaling its AI networking portfolio with the Tomahawk 6 switch. These moves aim to improve performance and accelerate time to market for AI infrastructure solutions.

Marvell Technology’s stock has declined 31.9% YTD, trading at a lower forward P/S ratio than the industry average. Analysts project strong year-over-year earnings growth for fiscal 2026 and 2027, with upward revisions in estimates. Marvell holds a Zacks Rank #3 (Hold) and is positioned for future growth in the semiconductor industry.



Read more at NASDAQ: Marvell’s AI Bet: Will NVLink and UALink Drive Custom Chip Wins?