Jul. 3 at 3:05 AM
$MVLL
Marvell's custom silicon TAM for cloud and AI is projected to grow from
$21B to
$94B by 2028, driven by hyperscaler AI spending.
The fastest-growing segment is XPU attach, expected to surge at a 90% CAGR, fueled by demand from major cloud and emerging AI players.
Marvell's 18 socket wins and 50+ pipeline opportunities represent
$75B in potential lifetime revenue, far exceeding current annual sales.
Its end-to-end custom silicon solutions and advanced node leadership (5nm, 3nm, 2nm) provide a key competitive edge in this expanding market.
Buy Ratings from my two top analysts:
Mark Lupacis
Tim Acuri
MRVLL has a reasonable valuation, 35 CAGR and competes direct with AVGO.
I'm Sold!