Marvell Technology Group Ltd

Marvell builds the 'plumbing' chips that connect servers and move data inside massive data centers — think ethernet controllers, optical transceivers for long-distance data transmission, and custom processors designed for specific cloud customers running AI models [Company Overview]. They also make storage controllers for hard drives and SSDs, plus fibre channel adapters that connect servers to storage arrays [Company Overview].

Marvell Technology designs specialized semiconductor chips for data centers, focusing heavily on AI infrastructure — custom silicon, networking switches, and optical interconnects [Yahoo Finance]. The company reported fiscal 2026 revenues of $8.2 billion, up 42% year-over-year, driven primarily by hyperscaler demand for AI workloads [Yahoo Finance]. Management forecasts fiscal 2027 revenues near $11 billion, implying over 30% growth [Yahoo Finance].

Strong growth and cash generation, but trading at a premium valuation with recent insider selling