Custom AI silicon · Optical DSP · Networking

Marvell

Builds custom AI silicon for hyperscalers and data-center optical interconnect (DSP). FY2026 revenue $8.195B (data center >$6B, ~3/4). A Trainium design partner for Amazon and a supplier to Microsoft and Google. Chips at TSMC (N2/CoWoS); custom HBM work with Samsung/SK; buys silicon capacitors from Samsung Electro-Mechanics.

MRVL Updated 2026-06-20

Money in ▸Amazon●Revenue share 14%Microsoft●Google◐

MarvellFY2026 revenue $8.195B

▸ Money outTSMC●SK hynix◐Samsung Electronics◐Samsung Electro-Mechanics◐

Financials & Segments

Total revenue · FY2026 revenue $8.195B (data center >$6B, ~3/4)
Customer concentration · One distributor 37%, one direct customer 14% (FY2026). Top 10 customers 82%
Segments · Data Center · Other

Revenue from

Amazon High confidence· Revenue share 14% (est.) · FY2026 · Marvell's largest direct customer (10-K Customer A; media identifies Amazon)
Design partner for Amazon's Trainium AI chip; the largest direct customer (inferred).
Confirms KO Korea Economic Daily Published Apr 14, 2026: "Marvell holds its position as design partner for Amazon's next-gen Trainium AI chip."
Mentions EN SEC EDGAR Published Mar 11, 2026: "Marvell 10-K: largest direct customer (Customer A) is 14% of revenue."
Confirms EN Marvell Investor Relations Published Mar 4, 2026: "FY2026 data-center revenue exceeded $6B (~3/4 of $8.195B total), with record custom-silicon design wins."
Microsoft High confidence
Supplies custom AI silicon.
Confirms KO Korea Economic Daily Published Apr 14, 2026: "Marvell supplies custom high-performance silicon to Amazon, Microsoft and Google."
Google Medium confidence
Custom AI silicon customer.
Mentions KO Korea Economic Daily Published Apr 14, 2026: "Marvell's custom-chip customers include Google."

Pays to

TSMC High confidence
Foundry (N2) and CoWoS packaging for custom AI chips.
Confirms EN SEC EDGAR Published Mar 11, 2026: "Marvell 10-K: reservation arrangements with foundries and substrate partners, uses advanced packaging like CoWoS."
Mentions KO ZDNet Korea Published Jun 18, 2025: "Marvell's custom chips on a 2nm node (TSMC)."
SK hynix Medium confidence
Custom HBM collaboration (for its custom AI chips).
Confirms KO Korea Economic Daily Published Dec 11, 2024: "Marvell partners with Samsung and SK hynix to integrate custom HBM."
Samsung Electronics Medium confidence
Custom HBM collaboration.
Confirms KO Korea Economic Daily Published Dec 11, 2024: "Marvell works with Samsung and SK hynix on custom HBM."
Samsung Electro-Mechanics Medium confidence
Buys silicon capacitors for AI accelerators.
Confirms KO ETNews Published Jun 19, 2025: "Samsung Electro-Mechanics supplies silicon capacitors to Marvell, used in Marvell's AI accelerators."

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