# Marvell > Markdown twin of https://roboterminal.app/companies/marvell · https://roboterminal.app/companies/marvell.md - **Ticker:** MRVL ## On shared sources - [Broadcom](https://roboterminal.app/companies/broadcom) (15) - [NVIDIA](https://roboterminal.app/companies/nvidia) (15) - [Google](https://roboterminal.app/companies/google) (9) - [Micron](https://roboterminal.app/companies/micron) (9) - [Intel](https://roboterminal.app/companies/intel) (8) - [Lumentum](https://roboterminal.app/companies/lumentum) (8) - [Amazon](https://roboterminal.app/companies/amazon) (6) - [AMD](https://roboterminal.app/companies/amd) (6) - [Coherent](https://roboterminal.app/companies/coherent) (6) - [Microsoft](https://roboterminal.app/companies/microsoft) (6) - [Credo](https://roboterminal.app/companies/credo) (5) - [TSMC](https://roboterminal.app/companies/tsmc) (5) - [Anthropic](https://roboterminal.app/companies/anthropic) (4) - [Meta](https://roboterminal.app/companies/meta) (4) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (3) - [Astera Labs](https://roboterminal.app/companies/astera-labs) (3) - [Nomura](https://roboterminal.app/companies/nomura) (2) - [ASML](https://roboterminal.app/companies/asml) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Celestica](https://roboterminal.app/companies/celestica) (1) - [Ciena](https://roboterminal.app/companies/ciena) (1) - [Cisco](https://roboterminal.app/companies/cisco) (1) - [Dell](https://roboterminal.app/companies/dell) (1) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (1) - [HSBC](https://roboterminal.app/companies/hsbc) (1) - [MediaTek](https://roboterminal.app/companies/mediatek) (1) - [Mistral](https://roboterminal.app/companies/mistral) (1) - [Nebius](https://roboterminal.app/companies/nebius) (1) - [OpenAI](https://roboterminal.app/companies/openai) (1) - [Oracle](https://roboterminal.app/companies/oracle) (1) - [Reflection](https://roboterminal.app/companies/reflection) (1) - [Samsung](https://roboterminal.app/companies/samsung) (1) - [SanDisk](https://roboterminal.app/companies/sandisk) (1) - [SpaceX](https://roboterminal.app/companies/spacex) (1) - [Tower Semiconductor](https://roboterminal.app/companies/tower-semiconductor) (1) - [UBS](https://roboterminal.app/companies/ubs) (1) - [Vertiv](https://roboterminal.app/companies/vertiv) (1) - [Western Digital](https://roboterminal.app/companies/western-digital) (1) ## Pulse - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112558591676747843) This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112378269626511487) Nice constraint map and the major names involved at each layer 👍 do check it out. $AVGO $LITE $MRVL $MU $AXTI $WDC https://t.co/PL5odHUzZc https://t.co/WOkP0IkIDP - [@pequityresearch on X](https://x.com/pequityresearch/status/2112229539665301953) UBS: active devise supply chain $MRVL $GOOGL $AMZN $AVGO $TSEM $NVDA - [@pequityresearch on X](https://x.com/pequityresearch/status/2112198335197044770) Keybanc: We believe Marvell is likely to win Maia 400 over Mediatek and Broadcom. Maia 300 is expected to be in MP in 1H27 with ~500K unit shipments next year, while Maia 400 is expected to ramp in 1H… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110826796442906890) HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2110206207868756247) Good stuff here. Basically all of the companies involved in near packaged optics are here. $COHR $LITE $CIEN $MRVL $INTC $AAOI https://t.co/eByDZuLJst https://t.co/AXMXXWUk7j - [@pequityresearch on X](https://x.com/pequityresearch/status/2110069305513591103) If you have time, go play around with this interactive website to see the parts inside Nvidia's Vera Rubin. Great work by @benitoz He also has supply chain mapping 🔥 Link in replies 👇 $NVDA $MU $GOO… - [@ren_stocks on X](https://x.com/ren_stocks/status/2109784908306456655) $LITE $COHR $MRVL $AAOI $SIVE Optics sold off today on the NVIDIA and Cisco news. They just co-designed a new pluggable module that packs 4x the bandwidth into the same slot. Fewer modules per GPU sou… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2109705794820473002) This..... https://t.co/XXq8766RZ5 - [@pequityresearch on X](https://x.com/pequityresearch/status/2109075003471765785) BofA has CPO TAM growing to $14.1 billion in 2030E, up from $0.2 billion in 2026E. 206% CAGR '26-'30. $LITE $NVDA $COHR $MRVL $AVGO $TSM https://t.co/1xHSwbPFQT - [@pequityresearch on X](https://x.com/pequityresearch/status/2109059903939543192) "Bernstein has raised its forecast for the global data center XPU ASIC market in 2028 from $140–160 billion to $250–300 billion, with projections for 2026 and 2027 at $50–70 billion and $130–150 billi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109044552988586346) Nomura: 1.6T transceiver BOM cost breakdown DSP/MCU/CDR lead with 27% of the BOM cost, followed by 200G EML/LD chip at 26%. $LITE $COHR $MRVL $AAOI $AVGO - [@pequityresearch on X](https://x.com/pequityresearch/status/2108953202284474538) David Lazovsky, EVP & GM, Data Center Networking Business Group at Marvell Technology on AI inference: "3 years ago 1/3 of total data center infrastructure was focused on inference, today north of 60%… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108369438223270372) Global Silicon Photonics/CPO Industry Ecosystem $GLW $TSM $NVDA $AVGO $MRVL - [@pequityresearch on X](https://x.com/pequityresearch/status/2108259631273558524) Nomura: total CPO OE shipments are estimated at 2.0 million units in 2027F, scaling significantly to 22.5 million units in 2028F. $NVDA $AVGO $TSM $MRVL - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2108153057930264658) It feels like the networking/optical theme has room to run after $MRVL's recent analyst day. According to BNP Paribas: We remain bullish on the optical supply chain given the strong demand for 800G an… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108011820963275026) "Our channel checks indicate that Marvell and AMD are collaborating on scale-up, with AMD testing a next-generation Helios rack using Marvell’s 6.4T NPO engines in both the compute trays and the scale… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107649530871038069) Expert Takeaways: Marvell > Marvell will receive roughly $8 billion plus equity warrants in its Google deal, with the Google LPU v10 projected to generate about $10 billion in revenue over 2029–2030. … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2107595105355931840) AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101688584759652367) Evercore ISI: We expect Nvidia's market share to stabilize at around 80%, if not increase slightly, in 2027 driven by share gains at Anthropic and with the increasing use of open-source models. $NVDA … - [@pequityresearch on X](https://x.com/pequityresearch/status/2101659641935700399) Evercore ISI: GPUs expected to be 75-80% of the compute fleet for OpenAI in 2026-2027. $NVDA $AMD $MRVL $AVGO $GOOGL $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2100350033371746724) CEO of Intel, Lip-Bu Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349638540771708) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349392452571556) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid coolings and critical semiconductor supply chain constraints: "I think a lot of people didn't realize — a… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2098424022283563199) AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098066969597514126) Semiconductor Supply Chain Ecosystem Via PDF Solutions slide deck $ASML $TSM $INTC $TSEM $NVDA $MRVL $AVGO --- Source: Roboterminal · https://roboterminal.app/companies/marvell.md