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Who’s Really The King of Custom Silicon, Broadcom or Marvell Technology?
AVGO commands ~70% of custom AI silicon co-design with $10.8B in quarterly AI revenue, while MRVL holds ~20% as the strategic dual-source challenger.
Hock Tan guided FY2027 AI revenue above $100B across 10 gigawatts of planned compute for Google, Meta, OpenAI, and Anthropic.
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Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL) just delivered earnings that clarified the pecking order in custom AI silicon. Broadcom posted $22.2 billion in quarterly revenue with $10.8 billion from AI chips. Marvell put up $2.418 billion, with data center at 76% of the mix. Both design ASICs for hyperscalers. Only one is running the table.
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Marvell’s Year Was Made In Interconnect, Not Yet In Custom Silicon
The stock outran both Broadcom and NVIDIA over the past year, and the part of the company that did it moves data inside and between data centers rather than computing on it.
Marvell Technology (MRVL) has returned about 181% over the past year while the S&P 500 gained 22%. A gain that size usually gets filed under a sector-wide AI trade, and inside Marvell under the custom silicon it designs for hyperscalers. Neither of those is what carried the year.
Over the same twelve months, Broadcom returned 36% and NVIDIA 24%, closer to the market than to Marvell, while AMD, up 162%, was the only one of the three peers that kept pace. But a sector-wide tide would have carried Broadcom and NVIDIA too, and it did not. What re-rated this stock was specific to it: management has raised its own forecast multiple times over recent quarters, and on the most recent call, the biggest raise landed in one place.
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