← Coverage
MRVL Marvell Technology
Semiconductors · NASDAQ · 한국어 페이지
Custom AI ASICs and optical DSPs made at TSMC and packaged in Asia — not directly visible in US imports.
Current-quarter revenue estimate
Quarter ending Nov 2026 · reports Dec 1, 2026
Our estimate
$3.18B
$3.15B–$3.21B
vs a year ago
+53%
vs consensus
+0.8%
High confidence · within ±5% in 12 of 12 backtested quarters, average error 0.6%. Model: company guidance adjusted by its historical beat rate.
Industry flow
US imports of Taiwanese other ICs (ASICs) · to Aug 2026
+74%last 3 months vs a year earlier
No company-specific flow — this is an industry-wide flow for context.
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
US imports of Taiwanese other ICs (ASICs) US Census Bureau | End demand | C Industry context | 0.44 | Aug 2026 |
US imports of Thai optical gear (incl. transceivers) US Census Bureau | End demand | D Weak link | 0.30 · leads 2Q | Aug 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.