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Marvell Technology

MRVLNASDAQ· USwww.marvell.com

Custom CPO + retimer silicon.

近 30 天股價

$183.30+12.18%資料可能延遲

市值 $174.33B

價格警報

最新估值

尚未有估值資料。

在 BOM 上的位置

NVIDIA Vera Rubin · NVL576 Ultra1 row
  • secondaryCPO NVSwitch (silicon photonics)· 99%

題材歸屬

  • AI Networking / Optical — NVIDIA 用股權買下一條互連帶(NOK / COHR / MRVL / CRWV)hotPrimary

    Marvell — NVDA off-13F $2B 投資;65% optical DSP 市占;AWS Trainium2 量產 + Trainium3 2026;5-year multi-gen agreement w/ AWS 涵蓋 optical DSP / AEC DSP / PCIe retimer / DCI optical / Ethernet switch

  • CPO 題材 — 共封裝光學從敘事到出貨hotSecondary

    Custom CPO silicon + retimer,作為 Coherent / Lumentum 的替代來源

在 research 中被提到

  • NVIDIA Vera Rubin — 平台與三條 SKU 線

    …08.TW)與美國的 Vertiv。CDU 由 Vertiv 與 Motivair 主導,台廠目前以冷板為主切入。 - **光通訊(NVL576 限定)**:Coherent (COHR)、Lumentum (LITE)、Marvell (MRVL)、Broadcom (AVGO) 是 CPO 雙重點名。Corning (GLW) 透過 2026-05-06 公告的 32 億美元光纖訂單,是被動光元件的最大受益者。 ## 出貨節奏與不確定性 TrendForce 2026…

財報 highlight

期別RevenueGross profitOperating incomeEPS毛利率營益率YoYQoQSource
2026Q2$2.42B$0——0.0%—+27.60%+8.97%yahoo-finance2
2026Q1$2.22B$0——0.0%——+6.95%yahoo-finance2
2025Q4$2.07B$0——0.0%——+3.41%yahoo-finance2
2025Q3$2.01B$0——0.0%———yahoo-finance2

法說 / IR events

尚未整理法說或 IR event。

競爭對手

尚未有競爭對手資料。

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端,不一定是競爭關係。

  • CoherentCOHR
  • LumentumLITE
  • BroadcomAVGO
  • 光聖科技6442.TW

新聞 timeline

  • Marvell Technology
    2026-08-02 · en.wikipedia.org

    ## History [edit] Marvell was founded in 1995 by Dr. Sehat Sutardja, his wife Weili Dai, and his brother Pantas Sutardja. They worked on designing a CMOS-based read channel for disk drives as its first product. Seagate Technology became its first customer. The company's initial public offering of 6 million shares on NASDAQ under the ticker symbol MRVL on June 27, 2000 (near the end of the dot-com bubble) raised $90 million and was priced $15 per share. [...] | Type | Public | | Traded as | Nasdaq: MRVL Nasdaq-100 component S&P 500 component | | ISIN | US5738741041 | | Industry | Semiconductors | | Founded | 1995; 31 years ago (1995) | | Founders | Sehat Sutardja Weili Dai Pantas Sutardja | | Headquarters | Santa Clara, California, U.S. | | Key people | Matthew Murphy (chairman an

  • Marvell Technology Inc (MRVL) Stock Price & News
    2026-08-02 · google.com

    · 1 month ago Why Marvell Stock Is Surging in Rebound From Brutal AI Selloff Show morekeyboard\_arrow\_down Profile Marvell Technology, Inc. is an American company, headquartered in Santa Clara, California, which develops and produces semiconductors and related technology. Founded in 1995, the company had close to 7,500 employees as of 2026, with over 10,000 patents worldwide, and an annual revenue of $8.2 billion for fiscal 2026. Wikipedia About Marvell Technology Inc CEOMatthew Murphy [...] MRVL:NASDAQ Marvell Technology Inc $187.56 arrow\_upward +2.32% (+4.26) Today Closed: Jul 31, 4:00:01 PM GMT-4 · USD $185.60 arrow\_downward -1.04% (-1.96) bedtimeAfter hours · 7:59 PM show\_chartLine area\_chartArea candlestick\_chartCandle bar\_chartBar search All symbol

  • MRVL - Marvell Technology | Stock Quotes from Fidelity Investments
    2026-08-02 · digital.fidelity.com

    Marvell Technology, Inc., together with its subsidiaries, provides data infrastructure semiconductor solutions and spanning the data center core to network edge in the United States, Argentina, China, India, Israel, Japan, Singapore, South Korea, Taiwan, Vietnam, and internationally. The company develops and scales system-on-a-chip architectures, integrating analog, mixed-signal, and digital signal processing functionality. It offers a portfolio of ethernet solutions, including spanning [...] non-volatile memory express (NVMe), and NVMe over fabrics; and develops ultra accelerator linkTM switches and ethernet for scale-up networking switches. The company serves data centers, communications, and other markets. It offers its products through direct customers and distributors. Marvell Technol

  • MRVL: Marvell Technology Inc - Stock Price, Quote and ...
    2026-08-02 · cnbc.com

    ### Profile MORE Marvell Technology, Inc. together with its consolidated subsidiaries, is a supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. It is engaged in the design, development and sale of integrated circuits. Its product offerings include custom application-specific integrated circuits (ASICs), interconnects, ethernet solutions, fiber channel adapters, processors and storage controllers. In addition, it is also developing Ultra... [...] Analysts Are Bullish on These Technology Stocks: Marvell (MRVL), ServiceNow (NOW), ServiceNow (NOW)")TipRanks Broadcom or Marvell: One AI Chip Stock Is a Buy, the Other Looks Too ExpensiveTipRanks Marvell’s (MRVL) New Growth Engines Are Just Beginning to Spin New Growth Engines Are Just Beginn

  • MRVL Stock Quote Price and Forecast
    2026-08-02 · cnn.com

    Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, [...] ### CNN values your feedback # Marvell Technology, Inc. MRVL MRVL is trading in the middle of its 52-week range and above its 200-day simple moving average. The price of MRVL shares has decreased $6.14 since the market last closed. This is a 3.16% drop. The stock opened $3.96 higher than its pr

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