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MRVL · Marvell

The #2 player in custom AI chips (ASICs) and optical interconnects — alongside Broadcom, the two firms control roughly 95% of the custom chip design market. The real question for Marvell's trillion-dollar narrative: can margins close the gap with Broadcom?

OurAlpha

14 Jun 2026

MRVL · Marvell — The #2 player in custom AI chips (ASICs) and optical interconnects; together with Broadcom, the two firms control roughly 95% of the custom chip design market. The make-or-break question behind Marvell's trillion-dollar narrative: can margins close the gap with Broadcom?

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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ARM Holdings — The Royalty Collector of the Chip World

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