Marvell Set To Double AI Chip Sales To $4 Billion Next Year, Analyst Projects

JPMorgan analyst Harlan Sur projects that Marvell Technology‘s (NASDAQ: MRVL) AI-related business will more than double year-over-year to $4 billion in 2025 and continue to accelerate in 2026. He highlighted progress on Trainium 3 (3nm) at Amazon Web Services, which is on track for a 2026 high-volume ramp, and the MAIA Gen 3 (2nm/3nm chiplet – 3DSOIC) program at Microsoft MSFT, which is slated for a 2027–2028 production ramp. Sur also noted that Marvell has secured multiple 2nm design wins for future produc ...