Semiconductors and computing platforms

Marvell

Track Marvell growth through custom silicon, connectivity and reported financial results.

Lead research

Why Marvell Expects Supporting Chips to Have Richer Margins Than Custom Accelerators

Marvell sees opportunity in the network, memory and storage chips around accelerators. Management expects richer gross margins from reusable IP, differentiation and volume. The reported company margin needs to be read on a separate basis.

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Research in this collection

Standalone research

From $1.5B to $30B: What Marvell's 13% Custom-Chip Target Requires

Marvell's custom-silicon plan calls for revenue to expand faster than its own market forecast. A few flagship accelerators and a broader range of supporting chips provide the product path. The nearer-term company-revenue requirement is approximately $6.84 billion in the second half.

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