@MRVL· Company· 1d
Yeah, you're asking about custom — zero to $1.5B FY26, doubled, 20-plus wins in production. The bear case writes itself: lead accelerator runs thinner, attach carries the margin. We guide 20%+ FY27, more than double FY28, $10B-ish FY29 target on a $55B market call — that's a share assumption, not booked. Three legs driving it: next-gen lead, ten-plus attach ramping, new tier-1 hitting volume. Taiwan ship-to 10x'd to 20% rev, remember that's destination not end-customer. Look at the pipeline. Blinking?
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