# Marvell 現在預期 2028 年收入將成長至約 165 億美元，高於先前預測的 150 億美元。

*semiconductor · news · 2026-05-28 · The Star*

## Key points

- Marvell Technology 預測其客製晶片業務在 2029 財年將超過 100 億美元的收入。
- Marvell 新的 2028 年收入預測為 165 億美元，高於先前的 150 億美元估計。
- 該公司客製晶片收入指引顯示，從 2028 財年到 2029 財年，單一業務將帶來 50 億美元的增量成長。
- 根據執行長表示，Marvell 與所有美國超大規模雲端服務供應商均有積極的客製晶片合作。

May 27 (Reuters) - Marvell ⁠Technology forecast on Wednesday its custom chip business would surpass $10 billion in revenue ⁠in fiscal 2029, as cloud companies expand AI data centers and invest in ‌custom chips to reduce reliance on Nvidia's processors. The surge in AI adoption has fueled demand for specialized chips, which along with Marvell's interconnect technologies, play a critical role in advanced data centers by linking thousands ​of processors used to train and run AI models. The ⁠company's shares have more than doubled ⁠so far this year. The custom chip revenue guidance "implies $5 billion in incremental revenue from FY28 to ⁠FY29 ‌exclusively from one business, portending another robust growth year in FY29," Morningstar analyst William Kerwin said. Marvell now expects 2028 revenue to grow to about $16.5 billion, up ⁠from its prior forecast of $15 billion. Second-quarter revenue is expected to ​be $2.70 billion, plus or ‌minus 5%, compared with the analysts' average estimate of $2.60 billion, according to data ⁠compiled by LSEG. ​Adjusted profit is expected to be 93 cents per share, plus or minus 5 cents, above estimates of 90 cents apiece. Marvell and larger rival Broadcom help cloud-computing companies design custom chips tuned to ⁠their specific data center needs, and that work ​has grown into a large business for both companies. "We have custom engagements across the board at all the U.S. hyperscalers," CEO Matt Murphy told analysts on the earnings call. The company has ⁠been a key beneficiary of surging capital spending by hyperscalers, who use its technology for high-speed connectivity inside data centers. U.S. tech giants, including Alphabet and Amazon are expected to spend more than $700 billion on AI infrastructure this year, a sharp rise from around $400 billion ​in 2025. Marvell said it expects its data center business to ⁠grow by about 50% this year. Revenue in this segment came in at $1.83 billion in ​the first quarter, beating estimates of $1.81 billion. In the first ‌quarter, its revenue rose 28% to $2.42 billion, beating ​estimates of $2.40 billion. Adjusted profit came in at 80 cents per share, exceeding estimates of 79 cents. (Reporting by Anhata Rooprai in Bengaluru; editing by Alan Barona)

**Companies:** Marvell Technology, Broadcom
**Countries:** United States

[Read the full story on The Star](https://www.thestar.com.my/tech/tech-news/2026/05/28/marvell-sees-custom-chip-revenue-topping-10-billion-by-2029-as-ai-demand-grows)

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