Marvell Technology faces new competition as Qualcomm enters Amazon's AI custom silicon and optical connectivity ecosystem. Despite this, Marvell's data-center revenue grew 46% year-over-year in Q2 FY2027, prompting management to raise revenue forecasts to about $12 billion for FY2027 and $18 billion for FY2028. Marvell maintains strong engagement with AWS and has strengths in interconnect, switching, and Photonic Fabric technologies. Investors will watch Marvell's FY2029 custom silicon targets and any Qualcomm moves into switching or XPU-attach products closely.
Marvell Technology trades at USD 219.65 with a modest 0.38% gain as of Sep 15, 2026 13:51 WIB on Pluang, holding a market cap of $212.18 billion. Qualcomm, facing off in the AI silicon space, is slightly down 0.52% at USD 179.21. Amazon, a key partner in this ecosystem, is priced at USD 252.97, down 0.22%. These figures highlight the competitive and dynamic environment Marvell operates in, as noted in the news.
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Credo Technology's stock has dropped 23.39% over three months despite delivering a strong quarter with 114.7% revenue growth and beating earnings estimates. The selloff followed concerns over margin contraction and customer concentration after a majo...
The AI investment trend is moving beyond GPU makers to focus on custom silicon, optical connectivity, and edge devices, benefiting chipmakers Marvell, Intel, and Qualcomm. Marvell, with strong data center revenue growth and custom silicon deals, coul...
Hedge funds sold technology stocks at the fastest rate in over ten years during the week ending October 15, 2026, with semiconductor stocks taking the biggest hit. This selling was primarily long liquidation, meaning funds sold shares they already ow...
Marvell is set to distribute its final dividend of 2023 on October 29, paying $0.06 per share to shareholders of record as of October 10. This dividend rate has remained steady since the company began paying dividends in 2012, reflecting a modest yie...
