Top 10 Semiconductor Stocks to Buy Now

4. Marvell Technology, Inc. (NASDAQ:MRVL)

No. Of Hedge Fund Holders: 105

Marvell Technology, Inc. (NASDAQ:MRVL) provides data infrastructure semiconductors, including networking, storage, and electro-optical solutions. The company is a leader in custom AI silicon, with Q4 2025 revenue of $1.82 billion, driven by sales of data-center products.

Despite the most recent industry news impacting the tech sector (i.e. DeepSeek’s surprising entrance into the sector), Marvell Technology, Inc. (NASDAQ:MRVL) diversified portfolio and AI focus mitigate risks and support continued growth.

The company recently achieved a significant milestone, a multi-year contract with Amazon. Despite a high valuation, its growth prospects, narrowing valuation gap, and major deals like the one with Amazon suggest significant upside. On the latest earnings call, Matt Murphy, Chairman and Chief Executive Officer of Marvell Technology, Inc. (NASDAQ:MRVL) spoke about the company’s products’ performance and expectation of demand going into 2025.

“We are seeing strong custom AI demand continue into the fourth quarter and have secured supply chain capacity to support our customers’ growth forecasts.

The design of the next generation of accelerated infrastructure is inexorably tied to how efficiently data can be moved on and off the accelerators and throughout the cluster. This increase in the role of high speed networking and AI data centers is perfectly aligned to our strength as an industry leader. And just like compute, hyperscalers are also customizing networking, and we are seeing similar momentum for flash-based storage, HBM and CXL-based DRAM pooling…

…we are continuing to invest in all aspects of our technology platform, including advanced process nodes, electrical and optical SerDes, high speed die-to-die interconnects, embedded memory, custom HBM, 2.5D and 3D packaging and silicon photonics. This week we announced the demonstration of the industry’s first 2-nanometer silicon IP for next generation AI and cloud infrastructure.”