The case for owning Marvell almost always opens with custom AI chips, and that is the part of the story where Marvell is structurally second. The company and Broadcom are the two names that turn hyperscaler in-house silicon designs into manufacturable chips, the application-specific processors that Amazon, Microsoft, Google and Meta increasingly favor over off-the-shelf GPUs for inference. But Marvell holds roughly 15 percent of that market against Broadcom’s 55 to 60 percent, and Counterpoint expects Broadcom to command about 60 percent of custom AI silicon by 2027.

The technology relationship between the United States and China did not break in a single moment. It eroded through a decade of escalating restrictions, retaliatory measures, investment screenings, and legislative maneuvers — each move accelerating the next. What began as targeted actions against individual companies has become a structural reorganization of the global technology supply chain. This timeline documents that process from its earliest institutional signals through the present. 2015 January — The Obama administration’s Department of Commerce adds CETC (China Electronics Technology Group Corporation), a state-owned defense electronics conglomerate, to the Entity List, citing its role in supplying military electronics.

Something subtle but important is happening in the global AI landscape, and you could almost miss it if you only focus on the usual headlines about chips, models, and hyperscalers. At NVIDIA GTC 2026, Taiwan showed up not just as the world’s manufacturing backbone, but as an increasingly confident architect of full-stack AI systems. A delegation of 16 high-growth startups, organized through Startup Island TAIWAN’s Silicon Valley Hub with backing from the National Development Council, didn’t just exhibit—they embedded themselves into the ecosystem in a way that signals a shift in strategy.