Broadcom vs. Marvell: Which Custom AI Chip Stock Is the Better Buy? - AOL

Broadcom and Marvell are highlighted as two leading players in custom AI chips amid surging AI infrastructure demand. The article frames custom application-specific integrated circuits as highly efficient for specific tasks, which helps explain why major hyperscalers and AI firms build in-house processors. Counterpoint Research estimates Broadcom will hold 60% of the custom AI chip market in 2027, while Marvell is projected at 20% to 25%. Broadcom’s fiscal 2026 third-quarter revenue rose 86% year over year to $29.6 billion, with AI semiconductor revenue up 221% to $16.7 billion. Earnings per share climbed 96% to $3.32. Broadcom forecasts AI chip revenue increasing 236% in the current quarter to $21.7 billion, reaching $58 billion in fiscal 2026 and $115 billion in fiscal 2027.