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Marvell Technologies share: Chart from 26.05.2025, Price: 60.69 USD - Symbol: MRVL | Source: TWS

Industry trends indicate that the market for customized ASICs will grow to USD 60 to 80 billion in the next three to five years.

Marvell and Broadcom form a duopoly in this market, as they are the only companies with the necessary expertise and intellectual property to develop state-of-the-art chips.

Marvell's ASIC business, which currently generates less than USD 1 billion in sales, could grow more than tenfold in the next few years, driven by the projects already known and new orders.

If this were to happen, Group sales would triple as a result.

Outlook and valuation

The consensus estimates are along similar lines. For the current financial year, sales are expected to jump by 39% and profits by 78%.

In the coming year, sales and profits are also expected to increase by more than 20%.

On May 29, the company will present Quartalszahlen (Marvell's first quarter runs until the end of April), then we will see whether the ambitious targets are realistic.

If the consensus estimates are correct, Marvell will achieve a forward P/E of 21.8.

Marvell Technology is, as usual in the industry, fabless. The company is primarily responsible for the design and development of semiconductor chips, while the actual production is outsourced to specialized semiconductor factories (foundries). The company is therefore vulnerable to possible tariffs, which is probably the main reason for the sell-off.

Marvell is clearly bullish on the whole, but in view of the high Volatilität but not for the faint-hearted. If a breakout above USD 66 succeeds, a procyclical uptrend will ensue Kaufsignal with possible price targets at USD 76-78 and USD 90.

However, if the share falls below USD 60, a renewed setback towards USD 50 must be expected.

https://www.lynxbroker.de/boerse/boerse-kurse/aktien/marvell-technology-aktie/marvell-technology-analyse/?a=3355991664&utm_medium=email&utm_source=newsletter&utm_campaign=newsletter-boersenblick&newsletter=true&mc-rss-cache-bypass=2025052706&goal=0_d93daae099-4bd9aa306e-410756260#wie-ein-unscheinbarer-chip-hersteller-zur-ki-schaltzentrale-werden-konnte

The AI giant $NVDA (+0.8%)
presented new AI products and partnerships at Computex at the weekend,

in addition to numerous new technologies, including a possible investment in PsiQuantum.

New technologies in sight:

As part of the event, the top manager also gave an insight into new products. In his speech, which lasted around two hours, Huang presented new technologies for artificial intelligence, both in the corporate and consumer sectors.

Modified AI chips for the Chinese market in preparation

Entry into quantum computing possible through participation in PsiQuantum.

A partnership with Hon Hai Precision, also known as Foxconn, was also announced in this context.

As part of the collaboration, the company plans to build an AI factory in Taiwan, which will use NVIDIA's Blackwell GPU series.

NVLink Fusion was also presented as a platform that helps companies to set up their AI infrastructure more easily.

Of particular interest: the platform opens up NVIDIA's servers for chips from other manufacturers.

In addition, Huang also presented new AI agent software and AI software for robots and even personal AI supercomputers, which are being developed together with partners such as $2353
$QCOM (+1.1%) and $MRVL (+1.44%) have developed.

China to get NVIDIA chips soon

NVIDIA is also making progress elsewhere in Asia:

According to a report by Nikkei, the first deliveries of the NVIDIA AI chip adapted for the Chinese market are set to take place as early as next quarter. A modified version of its flagship Blackwell series is also set to be launched in China, the newspaper adds.

This is the US company's response to export restrictions imposed by the US government, which are jeopardizing NVIDIA's market position in China and its growth plans there.

Competition in the region is fierce, which is why the US technology giant is making great efforts to maintain its presence.

According to the report, the new AI chip for China will be a slimmed-down version of the last-generation Hopper series and will not contain high-bandwidth memory (HBM). The new flagship Blackwell series will also be adapted for the Chinese market and is set to be launched later in 2025. In line with export restrictions, this will also be equipped without HBM.

Is NVIDIA getting involved with PsiQuantum?

In addition to the AI chip business, NVIDIA is now also setting its sights on the quantum computing sector, according to a press report. As reported by "The Information", NVIDIA is negotiating an investment in PsiQuantum and is already in advanced talks regarding an investment in the quantum computing startup.

The report, which cites sources involved in the talks, states that this investment would be NVIDIA's first in a company that builds physical quantum computers, following previous investments in AI-centric companies such as $CRWV (+2.67%) and xAI.

PsiQuantum's photonic approach to quantum computing uses photons as qubits and aims to build quantum processors using conventional semiconductor processes.

The startup is based in Palo Alto and is working hard to develop systems that outperform conventional computers.

Psi Quantum has partnerships with GlobalFoundries and receives government support in Australia and the USA, according to "The Information".

Source: finanzen.net

$IFX (+2.38%)
$MRVL (+1.44%)

Infineon acquires Marvell's Automotive Ethernet business for 2.5 billion dollars to further strengthen its number one position in the automotive microcontroller market.

The new segment is expected to generate approx. 250 million in sales (approx. 1.5% of group sales) with a gross margin of 60%.

Infineon's main aim is to expand its position in software-driven vehicles and also to play a role in IoT and humanoid robots.

Infineon has further expanded its market position and now has 13.5% market share in the automotive semiconductors market (remains market leader and has risen in many countries) and 32% in the automotive microcontroller market (+3.6%, increasing the gap to 2nd place by 2.7%)

"We are the global number one in automotive semiconductors for the fifth consecutive year and we are equally successful across the world. For the first time in our history, Infineon is among the top two automotive semiconductor companies in every region," said Peter Schaefer, Executive Vice President and Chief Sales Officer Automotive at Infineon. "This global success is a token of our strong product portfolio, outstanding customer support and our dedication to the specific needs of our customers."

@Michael-official that's the way I guess

Don't reach for the falling knife: Hold my beer!