Marvell Technology
MRVLintermediaryMarvell 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.
Products & Revenue
Product Revenue Share
Revenue Breakdown ($5.9B)
Static data (loading live financials…)
Segment Breakdown & Key Customers
Product Details
Custom silicon for cloud data-center AI and ML workloads
Ethernet switches, PHYs, and DPUs for hyperscale data centers
Coherent and PAM4 DSPs for 400G/800G optical interconnects
Supply Chain Relationships
Key Customers
Macro & Market Context
WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Upcoming Catalysts
Supply Chain Issues
Amazon AWS Trainium3 AI 칩 설계·공급 파트너로 MRVL 선정 공식화. 2026H2 양산, 연간 $1.5B+ 매출 기여 전망.
하이퍼스케일러 AI 칩 설계 수요 대응 위해 싱가포르 R&D 허브 확장. 엔지니어 600명 추가 채용.
Institutional Ownership
13F basis · Q4 2025| Institution | Change | Ownership % | Prev. Quarter | Shares | Value | SEC |
|---|---|---|---|---|---|---|
| Tiger Global | Increased | 2.10% | — | 17.7M shares | $1,200M | 13F |
| Coatue | Increased | 1.00% | — | 8.8M shares | $600M | 13F |
| D1 Capital | New Position | 0.70% | — | 5.9M shares | $400M | 13F |
| Viking Global | New Position | 0.54% | — | 4.6M shares | $310M | 13F |
Latest News
AI Analysis
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Company Info
News Gap Score
IB Activity
88
Media Score
15
Sector Overview — 반도체
Sector NewsWFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입
TSMC 가동률
HBM 수요 성장
WFE 시장 규모
리드타임 (장비)
Key Themes
- •AI 가속기(H100/B200) 수요 공급 불균형 지속
- •Gate-All-Around 공정 전환 → 장비 교체 사이클
- •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성
Upcoming Catalysts
- ◆TSMC Q2 실적 (2026.04.17)
- ◆NVIDIA GB300 양산 착수 발표