Marvell Is Winning Custom AI Business. TSMC May Be the Safer Way to Play It

This post was originally published on here Marvell Technology, Inc. (NASDAQ:MRVL) is betting heavily on custom AI accelerators and networking. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) occupies a particularly powerful position in that strategy. Marvell’s latest regulatory filing says TSM is currently the sole wafer supplier for its advanced-node products, including its 3nm products. That…