CNBC
Where we stand on Broadcom after Marvell muscles in on its key customer Google
Wednesday, August 19, 2026
Marvell Technology announced it secured a significant supply contract with Google for semiconductors, reducing Broadcom's share of that customer's business. The exact contract terms and timeline were not disclosed. Broadcom previously supplied a larger portion of Google's semiconductor needs. Marvell's deal follows increased competition among chip suppliers for major cloud computing customers.
