From Nasdaq: 2025-06-05 12:35:00

Marvell Technology’s custom AI silicon chips are gaining traction among hyperscalers, leading to a 76% year-over-year revenue growth in the data center segment. The company plans to expand its customer base by collaborating with NVIDIA and investing in custom silicon programs to meet demand efficiently.

In comparison, Broadcom and Advanced Micro Devices are also players in the custom silicon space, but Marvell’s focus on 2.5D packaging platforms and partnership with NVIDIA give it a competitive edge. This strategic approach ensures that Marvell’s Custom AI Silicon chips continue to drive data center wins amidst high demand.

Marvell’s stock performance has seen a 40% decline year to date, but the company’s forward price-to-sales ratio of 6.58X is lower than the industry average of 8.25X. Analysts estimate a 77% and 28% year-over-year growth in earnings for fiscal 2026 and 2027, respectively, with upward revisions in estimates over the past seven days.



Read more at Nasdaq: Can MRVL’s Custom AI Silicon Keep Driving Data Center Wins?