By tradingkey.com
Publication Date: 2026-09-24 21:00:00
TradingKey – Marvell Technology (MRVL) and Broadcom (AVGO) both provide custom AI chips, switching chips, and high-speed interconnect products to cloud service providers, but the two companies differ significantly in business scale and revenue structure.
Marvell is more sensitive to AI infrastructure investment, with both greater growth potential and higher earnings volatility; Broadcom operates both semiconductor and VMware software businesses, offering more diversified revenue sources.
What Are Custom AI Chips?
Custom AI chips mostly utilize application-specific integrated circuits (ASICs) designed specifically for targeted computing tasks. Compared with GPUs, which offer greater versatility and programmability, custom chips can be specifically optimized for matrix operations, data flow, memory access, and chip interconnects.
For large-scale AI training or inference tasks with stable patterns, custom chips offer advantages in computational efficiency, energy consumption, and unit…
