Marvell — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
Featured in supply-chain maps: AI Data-Center Compute & Interconnect · Networking & Connectivity Chips
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Suppliers (companies that supply it)
“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
Partners & collaborations
“Expanded the AI ecosystem through a strategic partnership with Marvell via NVIDIA NVLink Fusion™, and collaboration on silicon photonics technology.”— NVDA 8-K, filed 2026-05-20 EDGAR · View source filing ↗
Competitors
“Companies that compete directly with our businesses include, but are not limited to, … Astera Labs, Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Advanced Micro Devices, Inc. (“AMD”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Alchip Technologies (“Alchip”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Ayar Labs, Inc. (“Ayar Labs”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Broadcom Inc. (“Broadcom”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Cisco Systems, Inc. (“Cisco”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Credo Technology Group Holding Ltd”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Intel Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Global Unichip Corporation (“GUC”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Lightmatter, Inc. (“Lightmatter”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … MACOM Technology Solutions Holdings, Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … MediaTek Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Microchip Technology Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Montage Technology”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Nvidia Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … NXP Semiconductors N.V.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Phison Electronics Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Qualcomm Incorporated (“Qualcomm”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Rambus, Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Ranovus Inc. (“Ranovus”)”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Realtek Semiconductor Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Semtech Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Silicon Motion Technology Corporation”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
“Companies that compete directly with our businesses include, but are not limited to, … Socionext Inc.”— MRVL 10-K, filed 2026-03-11 EDGAR · View source filing ↗
Filed activity
Filings by Marvell itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
• Q1 Net Revenue: $2.418 billion, a new record, grew by 28% year-on-year • Q1 Gross Margin: 52.1% GAAP gross margin; 58.9% non-GAAP gross margin • Q1 Diluted income per share: $0.04 GAAP diluted income per share; $0.80 non-GAAP diluted income per share Santa Clara, Calif. (May 27, 2026) - Marvell Technology, Inc.Show more from the filing
(NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the first quarter of fiscal year 2027. Net revenue for the first quarter of fiscal 2027 was $2.418 billion, $18.0 million above the mid-point of the Company’s guidance provided on March 5, 2026. GAAP net income for the first quarter of fiscal 2027 was $34.5 million, or $0.04 per diluted share. Non-GAAP net income for the first quarter of fiscal 2027 was $718.0 million, or $0.80 per diluted share. Cash flow from operations for the first quarter was $638.8 million, a record high. The Company completed the acquisition of Celestial AI, Inc. (“Celestial”) on February 2, 2026 and the acquisition of XConn Technologies Holdings, Ltd. (“XConn”) on February 10, 2026.
• Q4 Net Revenue: $2.219 billion, a new record, grew by 22% year-on-year • Q4 Gross Margin: 51.7% GAAP gross margin; 59.0% non-GAAP gross margin • Q4 Diluted income per share: $0.46 GAAP diluted income per share; $0.80 non-GAAP diluted income per share Santa Clara, Calif. ( March 5, 2026) - Marvell Technology, Inc.Show more from the filing
(NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the fourth fiscal quarter and fiscal year ended January 31, 2026. Net revenue for the fourth quarter of fiscal 2026 was $2.219 billion, $19.0 million above the mid-point of the Company’s guidance provided on December 2 , 2025. GAAP net income for the fourth quarter of fiscal 2026 was $396.1 million, or $0.46 per diluted share. Non-GAAP net income for the fourth quarter of fiscal 2026 was $685.1 million, or $0.80 per diluted share. Cash flow from operations for the fourth quarter was $373.7 million. Net revenue for fiscal 2026 was $8.195 billion, a new record. GAAP net income for fiscal 2026 was $2.670 billion, or $3.07 per diluted share. Non-GAAP net income for fiscal 2026 was $2.466 billion, or $2.84 per diluted share.
• Q3 Net Revenue: $2.075 billion, a new record, grew by 37% year-on-year • Q3 Gross Margin: 51.6% GAAP gross margin; 59.7% non-GAAP gross margin • Q3 Diluted income per share: $2.20 GAAP diluted income per share; $0.76 non-GAAP diluted income per share Santa Clara, Calif. (December 2, 2025) - Marvell Technology, Inc.Show more from the filing
(NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the third quarter of fiscal year 2026. Net revenue for the third quarter of fiscal 2026 was $2.075 billion, $15.0 million above the mid-point of the Company’s guidance provided on August 28, 2025. On August 14, 2025, the Company completed the sale of its automotive ethernet business to Infineon Technologies AG for $2.5 billion in cash, which resulted in a pre-tax gain on sale of $1.8 billion. Marvell's results for the third quarter of fiscal 2026 include the results of the automotive ethernet business through the sale date, while prior periods presented include the results of the automotive ethernet business for the entire period. GAAP net income for the third quarter of fiscal 2026 was $1.901 billion, or $2.20 per diluted share.
• Q2 Net Revenue: $2.006 billion, a new record, grew by 58% year-on-year • Q2 Gross Margin: 50.4% GAAP gross margin; 59.4% non-GAAP gross margin • Q2 Diluted income per share: $0.22 GAAP diluted income per share; $0.67 non-GAAP diluted income per shareShow more from the filing
• Financial outlook for the third quarter of fiscal 2026 reflects the divestiture of Marvell’s Automotive Ethernet business on August 14, 2025 Santa Clara, Calif. (August 28, 2025) - Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the second quarter of fiscal year 2026. Net revenue for the second quarter of fiscal 2026 was $2.006 billion, $6.0 million above the mid-point of the Company’s guidance provided on May 29, 2025. GAAP net income for the second quarter of fiscal 2026 was $194.8 million, or $0.22 per diluted share. Non-GAAP net income for the second quarter of fiscal 2026 was $585.5 million, or $0.67 per diluted share. Cash flow from operations for the second quarter was $461.6 million.