By David Moadel
Publication Date: 2026-10-19 17:08:00
A reported delay in Google’s next AI chip sent investors scrambling to gauge the fallout for its custom silicon partners, but one analyst thinks the market is misreading what the setback actually means for Marvell’s long-term position.
Quick Read
Marvell jumped 7% and Broadcom rose 3% after GF Securities said Google’s TPU delay won’t alter Marvell’s medium- to long-term supply chain standing.
SOXX outpaced QQQ 3% to 2% as Google’s warrant to acquire up to 7% of Marvell shares signals a partnership extending well beyond one delayed chip.
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Wall Street is treating a reported delay in the next tensor processing unit (TPU) chip from Alphabet‘s (NASDAQ:GOOGL) Google as a manageable setback for its custom chip partners. Marvell…
