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.
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