Stifel Defends Marvell's (MRVL) ASIC Leadership Amid AI Chip Market Rumors [Yahoo! Finance]
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Source: Yahoo! Finance
Firm analysts addressed recent market rumors as baseless, reaffirming confidence in the company's ASIC platform positioning. Defending the company's platform status against recent noise, the firm noted that the speculation that Marvell could lose its XPU socket to a competitor for “second and larger ASIC customer are without merit.” Citing The Information's report that Microsoft was in talks to switch to Broadcom from Marvell for its custom chip business, the firm noted that such a move wouldn't match typical design cycles. This is because it would take three to four years to develop the chips. The firm also pushed back on Benchmark's claims that Marvell is at risk of losing business to provide the design for Amazon's Trainium 3 and 4 chips. The firm noted that even though the company may not have the exact level of content in the new-generation chips as it did in Trainium 2, the company's guidance appeared solid anyway. Marvell Technology, Inc. (NASDAQ:MRVL) engages in the de
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