Skip to content
YouAnalyst

AI · Robotics · Space — Technology stocks & company analysis

Company research

United StatesMarvell (MRVL)

AI supply-chain role

Participates in the connectivity part of the AI supply chain.

Explore in 3D map

Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.

Customers 1

Amazon· CustomerIncludes announced / planned activity
Open company
View sources

Documented — status as described by source

Marvell supplies Amazon.

Source description and scope

Expanded supplier relationship for custom AI and connectivity semiconductors

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Announced / planned — delivery not confirmed

Marvell has announced plans to supply Amazon.

Source description and scope

Five-year multigeneration agreement; future product volumes undisclosed

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Partners & technology 4

Meta· Partner / technology
Open company
View sources

Documented — status as described by source

Meta and Marvell collaborate on the business described in the sources.

Source description and scope

Marvell designed FBNIC module; Meta designed its ASIC

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

NVIDIA· Partner / technologyIncludes announced / planned activity

NVLink / Optical interconnect

Open company
View sources

Announced / planned — delivery not confirmed

Marvell and NVIDIA announced a collaboration plan.

Product / business: NVLink / Optical interconnect

Source description and scope

NVLink Fusion custom XPU, networking and silicon photonics collaboration

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

TSMC· Partner / technologyIncludes announced / planned activity
Open company
View sources

Documented — status as described by source

Marvell and TSMC collaborate on the business described in the sources.

Source description and scope

Existing 5nm/3nm platform collaboration

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Announced / planned — delivery not confirmed

Marvell and TSMC announced a collaboration plan.

Source description and scope

2nm infrastructure silicon platform development

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

Zhongji Innolight· Partner / technology

Optical interconnect

Open company
View sources

Documented — status as described by source

Zhongji Innolight integrates technology from Marvell.

Product / business: Optical interconnect

Source description and scope

InnoLight's 800G ZR/ZR+ optical modules incorporate Marvell Orion coherent DSPs.

Source-specific relationship; no exclusivity, purchase volume, or future completion inferred.

Latest earnings

2026-08-27
Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results ↗

Latest company announcements

Loading SEC business and financials…

Ticker
MRVL
Exchange
NASDAQ
Currency
USD
Country
US
Security
Common Stock
Industry roles
Connectivity
Listing source history

Listing data synced 2026-04-16. This is the listing record date, separate from quote updates.

Website
Visit ↗
Investor relations
Visit ↗
Filings
Visit ↗

Financial report at last profile review

10-Q · 2026-08-01 ↗

Period ended 2026-08-01 · Published 2026-08-28

Source review history

Sources checked 2026-09-13 · Profile review date, separate from quote updates.

Analyst views

Loading views…

Loading your outlook…

Analyst posts

Publish a view

Loading…

Loading company activity...