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companies / NASDAQ

Marvell Technology

MRVLNASDAQ· USwww.marvell.com

Custom CPO + retimer silicon.

近 30 天股價

$208.83+1.14%

市值 $194.68B

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
2026Q3$2.74B$0——0.0%—+36.50%+13.30%yahoo-finance2
2026Q2$2.42B$0——0.0%——+8.97%yahoo-finance2
2026Q1$2.22B$0——0.0%——+6.95%

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 Inc (MRVL) Stock Price & News - Google Finance
    2026-09-04 · google.com

    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 Employees7.48K Founded1995 HeadquartersWilmington, Delaware, United States SectorSemiconductor

  • Marvell Technology, Inc. Reports Second Quarter of Fiscal ...
    2026-09-04 · investor.marvell.com

    SANTA CLARA, Calif.--(BUSINESS WIRE)-- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the second quarter of fiscal year 2027. Net revenue for the second quarter of fiscal 2027 was $2.739 billion, $39.0 million above the mid-point of the Company’s guidance provided on May 27, 2026.

  • Marvell Technology
    2026-09-04 · 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

yahoo-finance2
2025Q4$2.07B$0——0.0%———yahoo-finance2
  • Marvell Technology (MRVL) Stock Price & Overview
    2026-09-04 · stockanalysis.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 [...] Shares of Marvell ($MRVL), the U.S. optical and custom chipmaker, sank by 10% to about $217 per share on Friday afternoon. This deepened the selloff that started during after-hours trading… ### Marvell Stock Is Tumbling Today Despite Strong Q2 Results. Here’s Who Owns It Shares of Marvell Technology

  • MRVL: Marvell Technology, Inc. - Stock Price, Quote and News
    2026-09-04 · 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...