tradeval
MRVL

Who Marvell buys from and sells to

Fabless designer of custom AI accelerators, optical DSPs and data-centre networking chips.

Where the chain could break

  • One distributor 37% and ten customers 82% of FY2026 revenue (10-K)
  • Every leading-edge die comes from TSMC in Taiwan
  • Custom accelerator revenue hangs on a few hyperscaler programmes being renewed

Competes with

  • BroadcomAVGOcustom accelerators and optical DSPs, directly
  • CredoCRDOoptical DSPs and active electrical cables
  • Alchipcustom ASIC design services

Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.

Sources (2)