Advanced Micro Devices Inc. has revealed a new equity position in Marvell Technology Inc., according to its latest 13F filing with the U.

S. Securities and Exchange Commission.

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The disclosure shows AMD owns 65,516 shares of Marvell, valued at $6.49 million at the time of the filing.

This implies an entry price of roughly $99 per share.

Given Marvell's recent share price appreciation of about 66% from that implied level, the stake is now worth approximately $10.8 million.

That would represent an unrealized gain of around $4.3 million for AMD, assuming the shares are still held.

Four Equity Holdings Listed

The Marvell position is one of four equity holdings disclosed in the 13F filing. AMD also reported owning 5.71 million shares of Absci Corp.

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, an AI-powered drug discovery firm.

Additionally, the chipmaker holds 1.15 million shares of Sanmina Corp. , a electronics manufacturing services company.

The portfolio also includes 200,000 shares of Xanadu Quantum Technologies, a quantum computing firm.

13F filings are backward-looking documents that reflect holdings as of the end of the most recent reporting period.

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They do not confirm whether AMD still owns these positions today.

Strategic Timing in AI Hardware

Marvell has been a closely watched semiconductor name tied to artificial intelligence infrastructure, custom silicon, and data center demand.

The stake gives AMD exposure to another key player in the AI hardware ecosystem.

AMD is already a major competitor in AI accelerators and data center chips, challenging Nvidia Corp.' s dominant market share.

The Marvell investment suggests additional exposure to the broader semiconductor trade.

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The filing does not explain AMD's investment rationale. However, the quick paper gain marks a notable win, assuming the position remains unchanged.