Intel vs. Marvell Technology: Which AI Chip Stock Is a Better Buy in 2026?
Key PointsIntel is trying to grow a foundry business that makes chips for other companies, while x86 processors for PCs and data centers remain its core products.
Intel (NASDAQ:INTC) and Marvell Technology (NASDAQ:MRVL) are both chip manufacturers for data centers, but they differ significantly in their business models and prospects for the AI sector in 2026. Intel focuses on designing and manufacturing x86 processors for PCs and data centers. It is actively expanding its Intel Foundry business, aiming to become a manufacturer for other chip designers. However, the company's 2025 annual report indicates that most of this business still supports Intel's own products.
On the other hand, Marvell Technology is a smaller company that outsources manufacturing and specializes in selling chips for data center and networking equipment. Given that both companies see a boost in demand for AI-related chips, investors face a choice between a capital-intensive turnaround company like Intel and a faster-growing specialist like Marvell, which relies on a limited customer base.
The U.S. government has demonstrated its confidence in Intel's future with an $8.9 billion investment in the company's common stock, funded by CHIPS Act grants and the Secure Enclave program.
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