By Catie Hogan, The Motley Fool
Publication Date: 2026-03-30 13:05:00
Key Points
Broadcom’s stock has risen nearly 70% in the past 12 months.
Marvell anticipates 30% growth in its fiscal 2027 year.
The AI chip market could exceed $400 billion by 2030.
Custom artificial intelligence (AI) chips are a lucrative business; just ask Broadcom (NASDAQ: AVGO) and Marvell Technology (NASDAQ: MRVL). As two of the industry’s major competitors, they continue to impress with their eye-popping earnings. Broadcom and Marvell both design application-specific chips that are increasingly preferred over general graphics processing units (GPUs) in the new era of AI workloads.
As sales continue to surge for both companies, the question for investors is which stock offers greater upside going forward?
Will AI create the world’s first trillionaire? Our team just released a report on the one little-known company, called an “Indispensable Monopoly” providing the critical technology Nvidia and Intel both need. Continue »
The word AI is in the middle of a computer chip, surrounded by…
