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Marvell Technology, Inc. (Nasdaq: MRVL) shares climbed 7.20% to $75.03 in midday trading following its announcement of new AI-focused chip technologies and power solutions.

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Marvell Technology, Inc. (MRVL)

The company’s upcoming earnings report is scheduled between August 27 and September 1, 2025. Recent innovations and expanded market projections have ignited fresh optimism among investors and analysts.

New AI Chips and Power Solutions

Marvell introduced its Package Integrated Voltage Regulator (PIVR) solutions that enable hyperscalers like Amazon, Meta, Microsoft, and Google to improve AI and cloud infrastructure efficiency. These pre-validated solutions help system designers shrink and accelerate silicon chip integration, laying the groundwork for next-generation 4+ kilowatt compute platforms.

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1. AI Custom Chip Market Expanding
Company raised its AI chip TAM forecast from $43B to
$55B by 2028, reinforcing long-term upside potential.

2. Strong Q1 Financials
Revenue reached $1.9B (+63% YoY) with EPS beating
estimates. Continued share buybacks add… pic.twitter.com/OfsrwS38jO

— Philip J. Went (@Philip__Went) June 18, 2025

The PIVR technology enhances electrical flow control, adjusts voltage levels precisely, and filters waveforms effectively, reducing power demands for advanced processors. Marvell also launched a 2nm custom SRAM chip, offering up to 6 gigabits of memory with industry-leading bandwidth density. This chip reduces die area by 15% and lowers power usage by 66% compared to conventional on-chip SRAM.

Expanded Market Opportunity

Marvell raised its total addressable market (TAM) for data centers to $94 billion by 2028, a 26% increase. Custom accelerated compute, including XPUs and related components, is forecast to account for $55.4 billion. This projection reflects Marvell’s aggressive push into AI-driven silicon solutions.

JP Morgan and other analysts previously praised Marvell for its strength in optical connectivity and synergy across storage, networking, and embedded processing platforms. The company expects AI revenues to double this year to $4 billion, reinforcing its leadership in AI and networking markets.

Wall Street Reactions

Barclays and Morgan Stanley expressed cautious optimism. Both firms highlighted Marvell’s pipeline of over 50 sockets across 10+ customers, valued at $75 billion. However, they warned these deals may not significantly boost revenue until 2028. Analysts remain watchful regarding Marvell’s share in Amazon’s Trainium 3 and Microsoft projects.

Morgan Stanley maintained an Equal-weight rating, citing preference for competitors based on valuation but acknowledged Marvell’s broad opportunity set and potential step-up in 2027 when custom projects enter production.

Conclusion

While some analysts remain reserved, the broader market response has been optimistic. Marvell’s stock performance reflects growing confidence in the company’s ability to capitalize on AI and cloud trends. With continued innovation and strategic partnerships, Marvell is well-positioned to shape the future of data infrastructure solutions.

Marvell’s proactive approach in launching cutting-edge technologies highlights its strategic focus on AI-driven demand. As it prepares for its upcoming earnings release, investors will closely watch the company’s execution on these ambitious plans to gauge long-term growth prospects.

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