由于亚马逊将关键芯片设计转移到台湾,减少了Marvell的AI数据中心作用,BENCHMARK将其降级为持有后,Marvell股价下跌了9.2%. Marvell shares dropped 9.2% after Benchmark downgraded it to Hold, citing Amazon shifting key chip designs to Taiwan, reducing Marvell’s AI data center role.

由于证据显示亚马逊将其Tranium 3和Tranium 4芯片设计转移到台湾的Alchip和Synopsys,从而减少Marvell在关键数据中心项目中的作用,因此Marvell Technology (MRVL) 的股价下跌了9.2%. Marvell Technology (MRVL) shares fell 9.2% after Benchmark downgraded the stock to Hold, citing evidence that Amazon is shifting its Tranium 3 and Tranium 4 chip designs to Taiwan’s Alchip and Synopsys, reducing Marvell’s role in key data center projects. 尽管第三季度取得了强有力的成果并提供了积极的前瞻指导,但投资者对Marvelll在AI芯片市场上竞争力下降越来越感到关切,预计XPU收入增长会放缓。 Despite strong third-quarter results and positive forward guidance, investor concern grew over Marvell’s declining competitiveness in the AI chip market, with XPU revenue growth expected to slow. 股票仍然处于压力之下,迄今每年下跌21%,交易量低于最近的最高水平。 The stock remains under pressure, down 21% year-to-date and trading below its recent highs.