None
MRVL · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
MU · FTNT 10-KFeb 25 '26
“Some of the components important to our business, including certain Central Processing Units ("CPUs") from Intel Corporation ("Intel") and Advanced Micro Devices, Inc. ("AMD"), network and wireless chips from Broadcom Inc. ("Broadcom"), Marvell Technology Group Ltd. ("Marvell"), Qualcomm Incorporated ("Qualcomm") and Intel and memory devices from Intel, Micron Technology ("Micron"), ADATA Technology Co., Ltd. ("ADATA"), Toshiba Corporation ("Toshiba"), Samsung Electronics Co., Ltd. ("Samsung"), and Western Digital Technologies, Inc. ("Western Digital"), are available from limited or sole sources of supply.”
MRVL · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
MU · RMBS 10-KFeb 18 '26
“Leading semiconductor and electronic system companies, such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”
| Stage | MRVL | % of rev | MU | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $2.7B | 100.00% | $54.2B | 100.00% | MU ×19.80 |
| Gross profit | $1.5B | 53.14% | $47.0B | 86.76% | MU +33.6pp |
| Operating income | $460M | 16.78% | $43.8B | 80.68% | MU +63.9pp |
| Pre-tax income | $378M | 13.81% | $44.2B | 81.58% | MU +67.8pp |
| Net income | $308M | 11.24% | $37.7B | 69.52% | MU +58.3pp |
| Stage | MRVL | MU | Gap · A − B |
|---|---|---|---|
| Revenue | $2.7B100.00% | $54.2B100.00% | MU ×19.80 |
| Gross profit | 53.14%$1.5B | 86.76%$47.0B | MU +33.6pp |
| Operating income | 16.78%$460M | 80.68%$43.8B | MU +63.9pp |
| Pre-tax income | 13.81%$378M | 81.58%$44.2B | MU +67.8pp |
| Net income | 11.24%$308M | 69.52%$37.7B | MU +58.3pp |