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Marvell AEC (Active Electrical Cable) and retimer business to more than double YoY in FY2027 from ~$200M base, leveraging DSP and PAM technology; positioned for continued rapid growth
Matt Murphy· Marvell Technology· AI· 2026-05-22· about Marvell Technology (MRVL)
“combined AEC and rettimer revenue to more than double year-over-year in fiscal 2027... We continue to innovate through our golden cable initiative, a strategic program that delivers a complete solution, including industry-leading software and validated reference designs, enabling ecosystem partners to rapidly design and deploy AEC products at scale... Hypers scale customers benefit from access to multiple high-vol cable OEMs offering fully compatible AECs built on the same high performance Marvel DSP”
Why it matters
Marvell is enabling a plug-and-play ecosystem for active cables with standardized DSP and reference designs, lowering barriers to adoption. The >2x growth in FY2027 suggests this market is inflecting from niche to mainstream.
Investment implication
Cable OEMs working with Marvell will see accelerated AEC/retimer adoption and volume growth. Suppliers of high-speed copper cable, connectors, and signal conditioning components will benefit. Marvell's DSP shipments to cable makers will increase significantly.