---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41371689.md"
description: "$Marvell Tech(MRVL.US)1) Strong competition, not a monopoly• Optical modules/interconnects: Broadcom is a behemoth (market cap over $2 trillion).• ASIC: Google's in-house development, Amazon's in-house development, Intel, and AMD are all competing.• Marvell is an important player, but not the only/absolute leader.2) Valuation is already expensive• Current PE≈76x, while Nvidia is only 34x.• This means: performance must consistently exceed expectations; once growth slows, valuation will be crushed.3) The scale gap is too large• Broadcom: Revenue over 80 billion, market cap over 2 trillion.• Marvell: Revenue 11 billion, market cap 192 billion.• To catch up would be like a small company directly leaping to an industry giant, which is rare in history."
datetime: "2026-06-02T08:48:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41371689.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41371689.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41371689.md)
author: "[低买高卖的卢老师](https://longbridge.com/en/profiles/14376583.md)"
---

# $Marvell Tech(MRVL.US)1) Strong competition, not a…


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