Marvell Forecasts $2.8B Google CXL Revenue in 2027 Amid HBM Supply Crunch

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Zephyr@zephyr_z9#1700inTech

"GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively, driven by Google CXL-related business."

Did u listen to us, anon?? I'm pretty sure we were the first to break it down

Zephyr@zephyr_z9

ASIC suppliers are having a very hard time securing HBM supply There are two 800-pound gorillas in the market - Jensen (more like 2400 pound) & Hock Google wanted to source HBM directly, but getting HBM supply is extremely hard (if u are not Jensen or Hock) We have published two reports on that this month on http://Citrini.com

2:55 AM · Jul 2, 2026 · 48.2K Views

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Zephyr@zephyr_z9

"GFHK: MRVL is expected to generate $2.8B / $13.0B in revenue in 2027 / 2028, respectively, driven by Google CXL-related business"

Zephyr@zephyr_z9

"Marvell which you would think should be competing is just a pump and dump by the management team to take your money and put it in their pockets and wall street is pricing them as an asic design house not realizing the asic design business is just IT outsourcing."

My sweet summer child...

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Zephyr@zephyr_z9

GF Securities didn't break down the math behind the TPU opportunity U can get the full breakdown for each chip (there are 3), exclusively on http://Citrini.com