Broadcom vs Marvell Technology
13 straight quarters of AI semiconductor acceleration — the second blitz is underway. FY2026 +42% is pure organic growth — and optical DSP share is 60%+.
Broadcom by 3
| Item | Max | Broadcom | Marvell Technology |
|---|---|---|---|
| Blitz Index total | / 100 | 61 | 58 |
| Grade | — | B | C |
| A · Speed | / 25 | 20 | 19 |
| B · Moat | / 60 | 36 | 32 |
| C · Creative destruction | / 15 | 10 | 9 |
| D · Demerits | / 30 | -5 | -2 |
The success line is 65. Demerits (section D) are subtracted; a demerit total of 15 or more flags a company for BlitzFailing watch. Scores as of the 2026 Q4 review.
Verdict — business structure only
Nearly tied (61 vs 58) with almost identical shapes. Broadcom is slightly faster (20 vs 19): AI semiconductors +221% YoY for a 13th straight quarter of acceleration, against Marvell's +42% purely organic FY2026 growth. The moats are close (36 vs 32) but different in kind: Broadcom's is custom XPU contracts with 6 customers and a ~$110B order backlog, while Marvell's is optical DSP share (60–65%) and 35+ hyperscaler sockets. Both sit in the same displacement story — Broadcom's custom accelerators displacing merchant GPUs inside hyperscalers, Marvell riding the bottleneck that moved from compute to connectivity. Broadcom carries heavier demerits (−5 vs −2) from the VMware pricing-litigation cluster, and the structural difference is that Broadcom sells the accelerator itself while Marvell sells the connectivity around it.
Key figures
| Broadcom | Figure |
|---|---|
| Growth | Q3 FY2026 +86% YoY; AI semiconductors +221% YoY |
| Order backlog | ~$110B |
| Marvell Technology | Figure |
|---|---|
| Growth | FY2026 +42% (pure organic); Q2 FY2027 +37% |
| Optical DSP share | 60–65% |
| Hyperscaler sockets | 35+ |
Key figures are from the companies' published score files (the scorecard's English summary). A figure is shown only where the score file states it.
Full scorecards: Broadcom — Blitz Index 61 · Marvell Technology — Blitz Index 58
Run your own pairing: open this pair in the interactive compare tool, or pick any two of the 157 scored companies.
How to read this
Both companies passed the same two gates before scoring: real product-market traction (G1), and a ten-year market ceiling of at least ten times current revenue (G2). The Blitz Index then grades speed (25), moat (60) and creative destruction (15), and subtracts BlitzFailing demerits (up to −30) for debt, revenue quality, governance and regulatory cost. The model is frozen at v1.0; past scores are never silently rewritten. Our own pre-registered tests found the score measures business quality — it does not predict stock returns.
Research only — not investment advice. Scores measure blitzscaling strategy from public data. Not a recommendation to buy, sell, or hold any security.