Citrini Analyst says JPM's supply chain survey indicates that Google (GOOGL) is developing an SRAM-based compute engine in collaboration with Marvell (MRVL) (a concept similar to NVIDIA's Groq LPU), and this is expected to negatively impact MediaTek's TAM

Citrini's analysis suggesting Google's development of an SRAM-based compute engine with Marvell could significantly reshape the competitive landscape in the semiconductor space, particularly for MediaTek.

Newsquawk StaffPublished 16 Apr 2026, 12:31 UTCOn the live feed at 12:11 UTC — 16 more headlines followed before this page went public

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12:21

PepsiCo (PEP) executives says the Co. has seen no major issues from a supply chain standpoint from the Iran conflict and that 6- to 12-month hedges provide near-term cost visibility

12:14

US General Caine says US forces are ready to resume major combat operations at a moment's notice

12:11

Citrini Analyst says JPM's supply chain survey indicates that Google (GOOGL) is developing an SRAM-based compute engine in collaboration with Marvell (MRVL) (a concept similar to NVIDIA's Groq LPU), and this is expected to negatively impact MediaTek's TAM

12:07

A senior Trump Official tells MS NOW that Iran talks are not linked to Israel-Lebanon talks, emphasising that while talks are not linked, the US wants a "durable resolution"

12:05

US Defence Secretary Hegseth says forces are postured to restart combat operations if Iran chooses poorly and doesn't agree to a deal

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Context

If accurate, this shift could signal a new challenge for MediaTek's total addressable market (TAM), indicating a potential bearish outlook for its stock performance. Traders should monitor market reactions closely, especially in semiconductor equities, as this development aligns with increasing competition in compute technologies.

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