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The Chip Designers — Custom Silicon · AI Chain

MRVL

Marvell Technology
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The other custom-ASIC house

What they do

Marvell is Broadcom's main competitor in custom AI silicon . Has 18 active hyperscaler programs in the pipeline — these are multi-year, multi-hundred-million-dollar engagements. Every program that ramps to production is a step-function for revenue.