Better Buy After the Semiconductor Sell-Off: Marvell or Broadcom?

After recent semiconductor sell-offs, Broadcom emerges as the better buy compared to Marvell. While both companies design custom AI chips for cloud operators, Broadcom demonstrates faster revenue growth (48% YoY), higher AI revenue contribution (nearly 50% of sales), and a more reasonable valuation (64x earnings vs. Marvell's 90x earnings). Marvell's recent 32% surge followed Nvidia CEO's endorsement, but the stock appears overvalued with heavy reliance on a small customer base.