Marvell
Custom AI silicon and the electro-optics that carry data between racks.
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Quotes are delayed/indicative; research only, never investment advice.
Photo: King of Hearts · CC BY-SA 3.0 · Wikimedia Commons
Marvell is the other custom-ASIC house — Amazon's Trainium program is its best-known engagement — alongside a leading franchise in the PAM4 DSPs and optical interconnect chips inside 800G modules. Its fortunes track hyperscaler custom-silicon capex almost one-for-one.
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Record reviewed as of 2026-01-15 — see Methodology.