Marvell (MRVL) could attract more investor attention in 2027 through custom AI chips and high-speed interconnect technology, which the article compares to the recent shift in how investors view memory stocks. At its investor day, Marvell estimated a total addressable market of nearly $400 billion by 2030, with about $37 billion in interconnect revenue and $30 billion from custom silicon by fiscal 2031. Nvidia invested $2 billion in the company in March, and Google received warrants tied to up to $120 billion in potential chip purchases through fiscal 2033. Marvell raised its fiscal 2028 revenue target to $20 billion from $18 billion and expects $70 billion to $90 billion in fiscal 2031, nearly 10 times fiscal 2026 at the midpoint.
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Related tickers and likely impact
NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/13/2026 | 228.52 |
| Change that session | +0.97% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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