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[News] Marvell Says It Is in Talks with TSMC on A14 for Next-Gen AI Connectivity Chips, Joining Early-Adopter Ranks

What happened

Marvell is in talks with TSMC regarding the A14 node for next-gen AI connectivity chips and has committed $1 billion in prepayments to secure future manufacturing capacity. This strategic move follows Broadcom's similar sampling of 3nm DSPs, highlighting an industry-wide push to leverage advanced nodes for AI data center bandwidth demands. Bullish: Securing advanced capacity indicates strong demand confidence and potential future supply constraints.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

Connectivity ChipsDSPsData Center Interconnect (DCI)

MarvellTSMC Broadcom

capacitypartnershipAIadvanced-node

Source and time

Source: TrendForce · 6/17/2026 · View original source

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[News] Marvell Says It Is in Talks with TSMC on A14 for Next-Gen AI Connectivity Chips, Joining Early-Adopter Ranks

What happened

Impact and signal

Affected components and suppliers

Source and time

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