MARVELL Aktie

 

Broadcom and Marvell both just reported blowout AI chip quarters, but the gap between them runs far deeper than raw revenue numbers. Picking the right one depends on what kind of risk you are actually willing to take....

FRANKFURT/PARIS/ZÜRICH/SEOUL/TOKIO (dpa-AFX) - Positive internationale Branchenvorgaben haben europäischen Halbleiteraktien am Montag Auftrieb gegeben. In den USA zählten Chiptitel wie SanDisk, Marvell (Marvell ......

AI infrastructure and semiconductor supply chains led reader interest this week, from Taiwan's manufacturing recovery and Nexperia's legal battle to Sandisk's HBF, Micron's HBM expansion, and Marvell's silicon photonics roadmap. Samsung also refreshed its smartphone lineup with the Galaxy S26 FE. Below are the most-read DIGITIMES stories from the week of August 31-September 06, 2026....

The chipmaker got a lift from a sizable acquisition in the AI space....

AI silicon is catching a bid Friday morning while the broader U.S. market leaks lower, and the leadership is coming squarely from the names beaten down over the past few sessions. The move looks like an unwind of defensive positioning in high-beta chip designers, with no fresh corporate news on the tape. The SPDR S&P […]...

The chipmaker has a powerful AI growth story, but it also faces fierce competition and has lofty expectations baked into its share price....

When a gold rush hits, the real fortunes go to whoever sells the picks and shovels. Two companies sit at the center of the AI buildout in ways that make the chip designer headlines look like a distraction....

These semiconductor companies will soon compete in the same end market....

Marvell and Synopsys both profit from the AI chip boom, but one company is quietly handing hyperscalers the tools to cut the other out entirely. The tension between them reveals something uncomfortable about where custom silicon money actually flows....

Cipher Digital, Marvell Technology, and Fortinet are riding multiyear tailwinds....

Koopmans, Chris - Vorstand - Tag der Transaktion: 2026-09-01...

At the Semicon Network Summit 2026, speakers from Marvell, the Netherlands Organisation for Applied Scientific Research's Holst Centre, the UK Semiconductor Centre, and the Taiwan Semiconductor Industry Association (TSIA) discussed the future of silicon photonics (SiPh). They said the industry's bottlenecks have shifted from materials to packaging precision, materials platform selection, and the manufacturing tools needed to support both....

Jim Cramer celebrated a blockbuster Google deal as proof that Marvell's CEO scores again, but the stock just shed nearly 10% after the earnings call revealed something the headline never mentioned....

Marvell and Broadcom both rode the AI wave to blowout quarters, but the businesses behind the tickers are built on completely different gambles, and only one of them offers a cushion if a major hyperscaler changes course....

Marvell SVP and chief technology officer Radha Nagarajan offered a clearer timeline for the commercialisation of co-packaged optics, or CPO, during a media briefing at SEMICON Taiwan 2026....

Marvell's massive Google AI chip opportunity sent expectations soaring. But investors learned the biggest revenue impact may still be years away....

Marvell Technology dropped nearly 10% the same morning NVIDIA added $442 billion in a single session, and Jim Cramer thinks that selloff is the setup, not the warning sign. One date in October could prove him right or very wrong....

Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column....

Broadcom and Marvell both design custom chips for the same hyperscaler clients, both raised their outlooks, and both trade on the AI ASIC boom. So why do their risk profiles, valuations, and investor theses point in completely opposite directions?...

New York (www.aktiencheck.de) - Marvell Technology-Aktienanalyse von Rosenblatt Securities: Die Analysten von Rosenblatt Securities stufen die Aktie von Marvell Technology Inc. (ISIN: US5738741041, WKN: A3CNLD, Ticker-Symbol: 9MW, NASDAQ-Symbol: MRVL) unverändert mit "buy" ein und stellen das Kursziel von 300 USD in Aussicht. [mehr]...