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0.00102110279101433 0.00226911731336513 0.000453823462673091 0.00867937372362152 0.00862264579078744 0.0167347401860677 0.0147492625368731 0.0147492625368731
Stock impact report

MRVL's Custom Silicon Business Scales Up: What's Coming Next? [Yahoo! Finance]

Marvell Technology, Inc. (MRVL) 
Last marvell technology, inc. earnings: 3/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: marvell.com/company/investor_relations
Company Research Source: Yahoo! Finance
In the third quarter of fiscal 2026, Marvell Technology's data center segment posted revenues of $1.52 billion, growing 37.8% year over year, led by strong traction in custom XPU silicon products. Marvell Technology expects its custom silicon business to roughly contribute to one-fourth of its overall data center revenues and grow at least 20% next year. The company recently unveiled 18 XPU and XPU-attach socket design wins, among which many are already in volume production. These design wins include full custom XPU programs, XPU-attached silicon, electrical I/O chiplets integrated inside multi-die XPU packages and other products, contributing to a pipeline of more than 10% of a $75 billion lifetime revenue funnel. MRVL's custom silicon strategy has evolved from a niche application-specific integrated circuit (ASIC) offering into a deeply embedded, multi-year hyperscaler partnership model. Now, Marvell Technology develops custom ASIC designs for AI, cloud data center and OEM cus Show less Read more
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