Marvell Technology’s data center switching business is rapidly growing, with expectations to exceed $300 million in revenue for fiscal 2026 and $500 million for fiscal 2027. The company sees sustained demand for its 12.8T switch platforms and plans to introduce 100T switching products in 2026, aligning with industry standards like UALink and ESUN.

Competing against Broadcom and Cisco in the switching space, Marvell Technology focuses on bringing out high-performance switches to support AI rack integration. While Broadcom leverages advanced telemetry in its solutions, Cisco anticipates a multibillion-dollar refresh opportunity for its latest switching products as older series support ends.

Marvell Technology’s stock has surged 11.6% in the past six months, underperforming the Electronics-Semiconductors industry’s 21.8% gain. With a forward price-to-sales ratio of 6.86, lower than the industry average, the company shows strong growth potential with earnings estimates revised upward for fiscal 2026 and 2027.

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Read more at Nasdaq: MRVL’s Data Center Switching Business Expands: New Growth Engine?