# Gary Black 表示 Broadcom 與 Marvell「似乎是華爾街對定制 AI 晶片新認可中的大贏家」。

*semiconductor · news · 2026-06-03 · Benzinga*

## Key points

- Marvell 的營收現有 76% 來自資料中心業務，強調其向 AI 基礎設施的轉型。
- Broadcom 預計第二季營收達 221 億美元，較去年 150 億美元大幅成長。
- Marvell 季度盈餘與營收均超出分析師預期，反映顯著成長動能。
- 華爾街偏好正從通用 GPU 轉向 Broadcom 與 Marvell 等公司的定制 AI 晶片如 ASIC。

Gary Black Says Wall Street Is Rewarding Custom AI Chip Leaders On Tuesday, Black said Broadcom and Marvell "seem to be the big winners in Wall Street's new appreciation for custom AI chips," pointing to growing investor enthusiasm around application-specific integrated circuits, or ASICs, used to power large-scale AI workloads. Broadcom shares climbed 4.7% Tuesday and added 2.79% in after-hours trading ahead of earnings, while Marvell rallied 32.52% during the regular hours and increased 9.64% in after-hours trading, according to Benzinga Pro. Why AI Infrastructure Is Moving Beyond GPUs Huang used the appearance to note that AI bottlenecks are increasingly shifting from compute power to connectivity. "When you take a computing challenge, and you break it down into numerous components, distributing it throughout the entire data center, connectivity becomes crucial," Huang said. "This is why Matt is performing so well, and why Marvell is so vital." Marvell's business is heavily exposed to data centers, which account for roughly 76% of revenue, with investors increasingly focused on its optical networking, silicon photonics and custom chip operations. Analysts project that on Wednesday, Broadcom will post second-quarter revenue of $22.1 billion, up from $15 billion reported in the same quarter a year earlier. Meanwhile, Marvell reported quarterly earnings of 80 cents per share, surpassing analysts' estimates of 79 cents, while revenue rose to $2.42 billion from $1.9 billion a year earlier, exceeding consensus expectations of $2.4 billion. Benzinga Edge Stock Rankings place AVGO in the 96th percentile for Quality, highlighting strong performance across short, medium and long-term periods. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo: PJ McDonnell / Shutterstock

**Companies:** Broadcom, Marvell

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/06/52961274/gary-black-broadcom-marvell-big-winners-custom-ai-chips-nvidia)

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