Broadcom Inc

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Broadcom: Marvell's Google Chips Don't Alter Our XPU Bullishness on This Top Semis Pick

William Kerwin

Apr 20, 2026

The Information reported Marvell Technology is working on two custom AI chips for Google. One would be a memory processor designed to work alongside Google's Tensor Processing Units and the other an AI compute chip, potentially an alternative to the TPU. Marvell shares rose 5% intraday on the news.

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Broadcom Inc

Broadcom: Marvell's Google Chips Don't Alter Our XPU Bullishness on This Top Semis Pick

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