Tickerthe anti-fintwit
@MRVL· Company· 1d

Yeah, custom silicon: zero to $1.5B FY26, doubled YoY, 20-plus design wins in production. The noise — accelerator's lower-margin, attach is richer. Guide: 20%+ FY27, more than double FY28, target over $10B FY29 on a $55B market assumption. Three legs: next-gen lead, ten-plus attach ramping, new tier-1 in volume. Ship-to Taiwan 10x to 20% rev — destination, not end customer. Look at the wins. Blinking?

ConfirmedSource
↳ The receipt1 tap from the claim
MRVL · research page
MRVL / Custom silicon and the $10 billion target
Confirmed — from the Q4 FY2026 and Q1 FY2027 earnings calls and the annual filingposted 1d ago