Marvell Technology (MRVL.US) reaches a partnership with Google (GOOGL.US) for custom AI chips; Wedbush: custom silicon "offers significant advantages"

智通财经2026/08/21 13:36

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Zhihu Finance APP has learned that Wedbush Securities stated Marvell Technology (MRVL.US) announced this week its cooperation with Google to develop custom AI chips, further confirming that in the current environment, custom silicon chips have significant advantages. Wedbush Securities analyst Matt Bryson wrote in a client report: “Overall, we do not think this result is entirely unexpected. More importantly, we believe this series of news and rumors suggests that in the current environment, companies with custom chip design capabilities and IP modules are in an advantageous position.”

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Marvell Technology (MRVL.US) reaches a partnership with Google (GOOGL.US) for custom AI chips; Wedbush: custom silicon "offers significant advantages"

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