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Marvell — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

1 家供應商1 家客戶1 家合作夥伴24 家競爭對手8 份來源申報文件

它在 AI 伺服器鏈上的位置

依申報引文,這家公司被定位在 AI 伺服器鏈上的環節。

客戶(其供應的公司)

供應給 → Google/Alphabet
申報於 2026-08-19 · 12 天前
“On July 29, 2026, Marvell Technology, Inc. (the “Company”) and Google LLC (“Google”) entered into a commercial agreement relating to the Company’s development of custom semiconductor products to Google (the “Custom Products”).”
— MRVL 8-K,申報於 2026-08-19 EDGAR · 查看原始申報文件 ↗

供應商(供應其產品或服務的公司)

供應來自 ← Rambus
申報於 2026-02-18 · 194 天前
“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,申報於 2026-02-18 EDGAR · 查看原始申報文件 ↗
Rambus 指出 Marvell 等公司已取得其專利授權。(以原文為準)

合作夥伴與協作

合作夥伴 ↔ NVIDIA
申報於 2026-05-20 · 103 天前
“Expanded the AI ecosystem through a strategic partnership with Marvell via NVIDIA NVLink Fusion™, and collaboration on silicon photonics technology.”
— NVDA 8-K,申報於 2026-05-20 EDGAR · 查看原始申報文件 ↗
NVIDIA 透過 NVLink Fusion 與 Marvell 建立策略合作夥伴關係。(以原文為準)

競爭對手

相互競爭 ↔ Astera Labs
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … Astera Labs, Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 的直接競爭者包括 Astera Labs。(以原文為準)
相互競爭 ↔ AMD
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … Advanced Micro Devices, Inc. (“AMD”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 AMD 列為與其業務直接競爭之公司。(以原文為準)
相互競爭 ↔ Alchip Technologies
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Alchip Technologies (“Alchip”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 Alchip Technologies 列為直接競爭對手。(以原文為準)
相互競爭 ↔ Ayar Labs
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Ayar Labs, Inc. (“Ayar Labs”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Ayar Labs 是 Marvell 的直接競爭對手之一。(以原文為準)
相互競爭 ↔ Broadcom
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Broadcom Inc. (“Broadcom”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Broadcom 與 Marvell 在業務上直接競爭。(以原文為準)
相互競爭 ↔ Cisco
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Cisco Systems, Inc. (“Cisco”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 的直接競爭對手包括 Cisco Systems, Inc.。(以原文為準)
相互競爭 ↔ Credo
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Credo Technology Group Holding Ltd”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Credo 與 Marvell 等公司直接競爭。(以原文為準)
相互競爭 ↔ Intel
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Intel Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Intel 是 Marvell 的直接競爭對手之一。(以原文為準)
相互競爭 ↔ GUC
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Global Unichip Corporation (“GUC”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 GUC 列為直接競爭對手之一。(以原文為準)
相互競爭 ↔ Lightmatter
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Lightmatter, Inc. (“Lightmatter”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 與 Lightmatter 為直接競爭對手。(以原文為準)
相互競爭 ↔ MACOM
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … MACOM Technology Solutions Holdings, Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 與 MACOM 為直接競爭對手。(以原文為準)
相互競爭 ↔ MediaTek
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … MediaTek Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
MediaTek 是 Marvell 的直接競爭者之一。(以原文為準)
相互競爭 ↔ Microchip Technology
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Microchip Technology Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 Microchip Technology 列為其業務之直接競爭者。(以原文為準)
相互競爭 ↔ Montage Technology
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Montage Technology”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 Montage Technology 列為直接競爭對手之一。(以原文為準)
相互競爭 ↔ NVIDIA
最近確認於 2026-03-11 · 173 天前 · 經 2 份申報文件佐證
“Companies that compete directly with our businesses include, but are not limited to, … Nvidia Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
NVIDIA 是 Marvell 的直接競爭者之一。(以原文為準)
相互競爭 ↔ NXP
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … NXP Semiconductors N.V.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
NXP 是 Marvell 的直接競爭對手之一。(以原文為準)
相互競爭 ↔ Phison
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Phison Electronics Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Phison 是 Marvell 的直接競爭對手之一。(以原文為準)
相互競爭 ↔ Qualcomm
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Qualcomm Incorporated (“Qualcomm”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 Qualcomm 列為直接競爭對手之一。(以原文為準)
相互競爭 ↔ Rambus
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Rambus, Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Rambus 是 Marvell 的直接競爭者之一。(以原文為準)
相互競爭 ↔ Ranovus
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Ranovus Inc. (“Ranovus”)”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Ranovus 是與 Marvell 直接競爭的公司之一。(以原文為準)
相互競爭 ↔ Realtek
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Realtek Semiconductor Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 的直接競爭對手包括 Realtek Semiconductor Corporation。(以原文為準)
相互競爭 ↔ Semtech
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Semtech Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 將 Semtech 列為其業務的直接競爭者之一。(以原文為準)
相互競爭 ↔ Silicon Motion Technology
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Silicon Motion Technology Corporation”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Marvell 的直接競爭者包括 Silicon Motion Technology Corporation。(以原文為準)
相互競爭 ↔ Socionext
申報於 2026-03-11 · 173 天前
“Companies that compete directly with our businesses include, but are not limited to, … Socionext Inc.”
— MRVL 10-K,申報於 2026-03-11 EDGAR · 查看原始申報文件 ↗
Socionext 是 Marvell 的直接競爭者之一。(以原文為準)

公司公告

Marvell 自身的申報/公告,取自本站檔案:美國 SEC 財報申報(8-K Item 2.02 與 6-K 業績報告)自 2025-07-22 起,另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史;主旨一律以原文原樣呈現。

2026-08-27財報發布Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2027 Financial Results
• Q2 Net Revenue: $2.739 billion, a new record, grew by 37% year-on-year • Q2 Gross Margin: 53.1% GAAP gross margin; 58.9% non-GAAP gross margin • Q2 Diluted income per share: $0.33 GAAP diluted income per share; $0.94 non-GAAP diluted income per share Santa Clara, Calif. (August 27, 2026) - Marvell Technology, Inc.
顯示更多原文
(NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today reported financial results for the second quarter of fiscal year 2027. Net revenue for the second quarter of fiscal 2027 was $2.739 billion, $39.0 million above the mid-point of the Company’s guidance provided on May 27, 2026. GAAP net income for the second quarter of fiscal 2027 was $308.0 million, or $0.33 per diluted share. Non-GAAP net income for the second quarter of fiscal 2027 was $865.9 million, or $0.94 per diluted share. Cash flow from operations for the second quarter was $605.5 million. “Marvell delivered record second-quarter fiscal 2027 revenue of $2.739 billion, up 37% year over year, driven by continued strong demand across our Data Center portfolio, where revenue growth accelerated to 46% year over year,” said Matt Murphy, Marvell’s Chairman and CEO.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-05-27財報發布Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2027 Financial Results
• 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.
顯示更多原文
(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.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-03-05財報發布Marvell Technology, Inc. Reports Fourth Quarter and Fiscal Year 2026 Financial Results
• 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.
顯示更多原文
(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.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-12-02財報發布Marvell Technology, Inc. Reports Third Quarter of Fiscal Year 2026 Financial Results
• 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.
顯示更多原文
(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.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-08-28財報發布Marvell Technology, Inc. Reports Second Quarter of Fiscal Year 2026 Financial Results
• 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 share
顯示更多原文
• 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.
(申報原文節錄,以原文為準)
— Form 8-K · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗