Microsoft's Maia Chip Expected to Benefit Marvell and Broadcom
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12h ago
0mins
Source: seekingalpha
- Market Potential Analysis: BNP Paribas indicates that Marvell and Broadcom could benefit from Microsoft's new Maia AI chip; while Marvell is unlikely to supply the Maia 200 chip, it will still gain from being Ethernet application-specific integrated circuit suppliers amid growing market demand.
- Technical Architecture Features: The Maia 200 system will feature 12 compute trays, 4 Tier-1 Ethernet scale-up switches, and 6 CPU head nodes, connecting 6,144 ASICs in small-scale clusters to meet the needs of inferencing workloads, thereby enhancing system efficiency and flexibility.
- Deployment Timeline: Analyst Karl Ackerman predicts that Microsoft's Maia 200 deployments will ramp up in the second half of 2026, with further deployments expected next year, creating new market opportunities for related suppliers.
- Competitive Landscape Shift: With the launch of Maia 200, Broadcom is expected to maintain its leadership position as an AI server compute ASIC partner, further solidifying its market share while also creating potential collaboration opportunities for companies like Marvell.
Analyst Views on MRVL
Wall Street analysts forecast MRVL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for MRVL is 120.12 USD with a low forecast of 85.00 USD and a high forecast of 156.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
30 Analyst Rating
22 Buy
8 Hold
0 Sell
Moderate Buy
Current: 81.770
Low
85.00
Averages
120.12
High
156.00
Current: 81.770
Low
85.00
Averages
120.12
High
156.00
About MRVL
Marvell Technology, Inc., together with its subsidiaries, is a supplier of data infrastructure semiconductor solutions, spanning the data center core to network edge. The Company is engaged in the design, development, and sale of integrated circuits. Its product solutions serve various end markets: data center, enterprise networking, carrier infrastructure, consumer, and industrial. Its product offerings include CXL, Data Processing Units, Security Solutions, Coherent DSPs, Coherent-lite DSPs, Data Center Switches, DCI Optical Modules, Enterprise Switches, Ethernet Controllers, Ethernet PHYs, PCIe Retimers, Linear Drivers, PAM DSPs, Transimpedance Amplifiers, Fiber Channel, HDD, Storage Accelerators, and SSD Controllers. The Company develops semiconductor solutions tailored to individual customer specifications that deliver system-level differentiation for artificial intelligence, data center, compute, networking, carrier, storage, aerospace, and defense applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
