MarketPulse

ASICs

13 articles
The Motley FoolThe Motley Fool··Lyle Daly

Marvell Nearly Doubles While Nvidia Gains 7%: The Custom Chip Revolution

Marvell surges nearly 100% in 2026 as hyperscalers develop custom AI chips, outpacing Nvidia's 7% gain as ASIC adoption accelerates.
NVDAAMZNGOOGGOOGLAVGO+1AI chipshyperscalers
The Motley FoolThe Motley Fool··Keithen Drury

Agentic AI Boom Poised to Drive Chip and Cloud Infrastructure Demand

Agentic AI expansion beyond coding creates massive computing demand. Five stocks—$NVDA, $AVGO, $AMZN, $MSFT, $GOOGL—positioned to capitalize, all trading below recent highs.
NVDAMSFTAMZNGOOGGOOGL+1agentic AIdata centers
The Motley FoolThe Motley Fool··Daniel Sparks

Broadcom's Custom AI Chip Dominance Offers More Durable Returns Than Nvidia

Broadcom's custom AI chip business is growing 140% YoY as hyperscalers develop alternatives to expensive Nvidia GPUs, positioning it as a more resilient long-term AI investment.
NVDAMETAAMZNGOOGGOOGL+1hyperscalersAI infrastructure
The Motley FoolThe Motley Fool··Joe Tenebruso

Marvell Stock Surges on Barclays' Bullish Optical-Networking Forecast

Marvell Technology rallies 4.78% on Barclays' bullish forecast projecting 90% optical-networking sales growth through 2027, driven by AI infrastructure demand.
NVDAMRVLBCSdata centerssemiconductor
The Motley FoolThe Motley Fool··Keithen Drury

Broadcom Positioned to Eclipse Nvidia as Custom AI Chips Reshape Data Center Economics

Broadcom positioned to surpass Nvidia by 2027 as custom AI chips gain traction; custom chip revenue projected to exceed $100 billion annually.
NVDAMETAAVGOsemiconductorcustom AI chips
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Broadcom Secures Multi-Year AI Chip Goldmine With Google and Anthropic

Broadcom secures five-year TPU deal with Google and compute access agreement with Anthropic, projecting AI chip revenue exceeding $100 billion by 2027.
GOOGGOOGLAVGOAI chipsdata center
The Motley FoolThe Motley Fool··Geoffrey Seiler

Beyond Nvidia: Three AI Infrastructure Plays Positioned to Outperform by 2028

Broadcom, AMD, and Micron positioned to outperform Nvidia in AI infrastructure by 2028 through custom chips, CPU strength, and memory demand.
NVDAAMDMUAVGOagentic AIdata center
The Motley FoolThe Motley Fool··Justin Pope

Broadcom's AI Chip Boom Offers 51% Upside as Stock Hits Oversold Territory

Broadcom stock down 25% from highs amid selling pressure, but AI ASIC business poised for explosive growth with analysts projecting 51% median upside.
NVDAMETAGOOGGOOGLAVGOAI chipsvaluation
The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Dominance vs. Marvell's Value Play: Which Chip Stock Offers More Upside?

Broadcom and Marvell capitalize on custom AI chip demand. Broadcom leads with 60% market share and 106% AI growth; Marvell offers better valuation with doubling custom processor revenue.
AVGOMRVLdata centermarket share
The Motley FoolThe Motley Fool··Keithen Drury

Broadcom Positioned for 80% Surge to $614 by 2027 on AI Chip Dominance

Broadcom projects 80% upside to $614 by 2027 on $100B AI chip revenue and $17.54 EPS, offering leveraged exposure to AI infrastructure spending growth.
NVDAGOOGGOOGLAVGOvaluationdata center
The Motley FoolThe Motley Fool··Harsh Chauhan

Broadcom's AI Chip Ambitions: Can It Match Nvidia's Dominance by 2030?

Broadcom's AI chip revenue surged 106% to $8.4B annually, with projections exceeding $100B by 2027, positioning it to rival Nvidia's AI dominance by 2030.
NVDAMETAGOOGGOOGLAVGOAI chipshyperscalers
The Motley FoolThe Motley Fool··Patrick Sanders

Beyond Nvidia: Three AI Infrastructure Plays Poised for Wealth Creation

Broadcom, Lam Research, and TSMC offer diversified exposure to AI infrastructure beyond Nvidia, supplying custom chips, manufacturing equipment, and foundry services to power the global AI buildout.
NVDAGOOGGOOGLAAPLTSM+2AI chipsAI infrastructure
The Motley FoolThe Motley Fool··Danny Vena, Cpa

Broadcom Surges 60% on AI Boom: Should You Buy Before Earnings?

Broadcom stock surged 60% amid AI boom with 96% buy ratings from Wall Street, though it's pulled back 23% from peak. Earnings due March 4.
AVGOstock valuationdata center