https://www.semianalysis.com/p/marvells-dsp-dilemma-networkings

Next, let’s talk about what’s being done by the other networking titans that could severely weaken Marvell’s position in the market. This includes Broadcom, Nvidia, Arista Networks, Microsoft, Meta, Macom, Intel, Maxlinear, Coherent, Credo, Poet, Innolight, Hisense, Alphawave, Semtech, Accelink, Colorchip, Coherent, Eoptolink, Applied Optoelectronics, and Cloud Light.