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SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs

SA analyst: Marvell and Broadcom poised to win as hyperscalers shift to dual‑sourcing ASICs

vm_adminMay 15, 2026

By Nilanjana Basu
Publication Date: 2026-05-15 10:15:00

Marvell and Broadcom could be top AI ASIC winners as hyperscalers shift to dual-sourcing custom silicon.

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Broadcom

Tagged Analyst, ASICs, Broadcom, dualsourcing, hyperscalers, Marvell, Poised, Shift, Win

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