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Marvell Technology

MRVLintermediary

Marvell Technology is a fabless semiconductor company focused on data-center infrastructure, designing custom AI accelerators, networking silicon, and electro-optic interconnects for hyperscale cloud providers.

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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($5.9B)

Data statis (memuat keuangan langsung…)

Data Center (55%)
Enterprise Networking (20%)
Carrier Infrastructure (13%)
Consumer (12%)

Komposisi segmen dan pelanggan utama

Detail produk

Custom AI Accelerators (ASICs)35%

Custom silicon for cloud data-center AI and ML workloads

Data Center Networking30%

Ethernet switches, PHYs, and DPUs for hyperscale data centers

Electro-Optics (PAM4 DSPs)20%

Coherent and PAM4 DSPs for 400G/800G optical interconnects

Hubungan Rantai Pasok

Pemasok Utama

Taiwan Semiconductor Manufacturing Company

Advanced-node chip fabrication

Dampak: Critical — sole foundry for leading-edge designs

Pelanggan Utama

Amazon.com (AWS)

Custom AI silicon for AWS

Dampak: $1B+ — key cloud customer

Microsoft Corporation

Networking and custom chips for Azure

Dampak: High

Pesaing

NVIDIA Corporation

Data-center networking (DPUs)

Dampak: Competing in SmartNIC / DPU space

Konteks makro dan pasar

반도체Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Katalis mendatang

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Masalah rantai pasokan

★ 기회AWS Trainium3 커스텀칩 공동설계 공시
2026-04

Amazon AWS Trainium3 AI 칩 설계·공급 파트너로 MRVL 선정 공식화. 2026H2 양산, 연간 $1.5B+ 매출 기여 전망.

↑ 생산 확대5nm 맞춤형 ASIC 설계센터 싱가포르 개설
2026-03

하이퍼스케일러 AI 칩 설계 수요 대응 위해 싱가포르 R&D 허브 확장. 엔지니어 600명 추가 채용.

Kepemilikan institusional

Basis 13F · Q4 2025
InstitusiPerubahan% kepemilikanKuartal sblmSahamNilaiSEC
Tiger GlobalDitingkatkan2.10%—17.7M saham$1,200M13F
CoatueDitingkatkan1.00%—8.8M saham$600M13F
D1 CapitalPosisi baru0.70%—5.9M saham$400M13F
Viking GlobalPosisi baru0.54%—4.6M saham$310M13F
Total kepemilikan terlacak: 4.34%Total nilai: $2,510MBerdasarkan SEC EDGAR 13F-HR · keterlambatan 45 hari

Berita terkini

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Info Perusahaan

Kantor Pusat

Wilmington, Delaware, USA

Didirikan

1995

Karyawan

7,500+

Situs Web

marvell.com

Skor Kesenjangan Berita

Skor Kesenjangan88
Kesenjangan RendahKesenjangan Tinggi

Aktivitas Institusional

88

Skor Media

15

Gambaran umum sektor — 반도체

Berita sektor

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Tema utama

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Katalis mendatang

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표