By Timothy Prickett Morgan
Publication Date: 2026-06-09 15:58:00
There are a lot of things that are in short supply in the IT sector these days, and one of them is teams of engineers who can design complex chips and get the successfully through the fabs and packagers and onto system boards where they can be embedded into systems. Broadcom and Marvell, rivals in the chip shepherding businesses, are seeing their businesses explode thanks to this relatively new line of business, and it will not be long before this utterly dominates their business.
Wall Street is so used to the “beat and raise” game that it freaked out when Broadcom only affirmed its guidance for this year and next, and just because Nvidia co-founder and chief executive officer Jensen Huang proclaimed in the wake of a partnership expansion with Marvell that this chip shepherd would be the next $1 trillion market cap chip company, Marvell got a pop when Broadcom got smacked across the nose. (Broadcom stock recovered a few days later when sense prevailed.)
The thing…
