Marvell Technology, Inc. (MRVL) Competitors & Peers
The 5 companies closest to Marvell Technology, Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Competitor | $217.55 | P/E 33.3RSI 58Cap 5.27 T |
| TSM | Manufacturer | $418.47 | P/E 36.6RSI 52Cap 2.17 T |
| AVGO | Peer | $422.40 | P/E 71.5RSI 62Cap 2.01 T |
| MU | Peer | $861.00 | P/E 19.8RSI 46Cap 972.4 B |
| AMD | Peer | $469.56 | P/E 123.6RSI 45Cap 766.5 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- TSMManufacturer
TSMC is Marvell's primary external foundry partner fabricating its advanced logic and networking chips, including advanced 5nm, 3nm, and upcoming 2nm process nodes.
Confirmed — SEC filing / public disclosuresec.gov ↗ - CARRSupplier
Own 10-Q customer-concentration disclosure: CarrierInfrastructure = 18% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- AMZNSupplier
Marvell co-designs AWS Trainium 2 + Inferentia silicon; AWS is largest custom-silicon customer.
Model-inferred, unverified — treat as a lead, not evidence - AMZNSupplier
Marvell co-designs AWS Trainium 2 + Inferentia.
Model-inferred, unverified — treat as a lead, not evidence - AMZNPartner
Marvell supplies custom AI silicon designs, optical DSPs, PCIe retimers, and Ethernet switching silicon for AWS data centers under a multi-year, multi-generational supply agreement.
Model-inferred, unverified — treat as a lead, not evidence - METASupplier
Marvell provides custom silicon design services, optical interconnects, and network switching chips for Meta's high-performance AI data center infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates Marvell advanced custom-silicon + optical DSPs.
Model-inferred, unverified — treat as a lead, not evidence - NVDACompetitor
NVIDIA GPU vs hyperscaler custom silicon co-designed by Marvell.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Marvell custom silicon partnership + Axion CPU.
Model-inferred, unverified — treat as a lead, not evidence - GOOGLSupplier
Marvell supplies networking + optical DSPs to Google Cloud + Axion partnership.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Marvell co-designs Microsoft custom AI silicon.
Model-inferred, unverified — treat as a lead, not evidence - CIENSupplier
Marvell supplies optical DSPs to Ciena coherent transponders.
Model-inferred, unverified — treat as a lead, not evidence - ANETSupplier
Marvell Teralynx switch silicon used in Arista AI fabric switches.
Model-inferred, unverified — treat as a lead, not evidence - ANTHROPICSupplier
Anthropic via AWS uses Marvell-AWS Trainium silicon.
Model-inferred, unverified — treat as a lead, not evidence - OPENAISupplier
Marvell co-designs OpenAI infrastructure silicon (NSV/PCIe retimer).
Model-inferred, unverified — treat as a lead, not evidence