AVGO & MRVL see very strong demand for merchant networking ASICs including switching chipsets & DCIs. AVGO has a robust custom ASIC pipeline, while MRVL has 5 CSP engagements, though momentum may ease in ’26 as AMZN’s Trn 2/2.5 ramps down in 2H26, and Trn 3 Lite & MSFT’s Maia 300 start to ramp from 3Q-4Q26…