A stock crisis in the chip sector: Marvell suffers from ASML weakness!

A stock crisis in the chip sector: Marvell suffers from ASML weakness!

The chip sector is currently facing drastic challenges that have a significant impact on the share prices. A prominent example is Marvell Technology, whose share recently fell by 2.15% and closed at $ 70.85. What is the reason for this decline? According to Express stock exchange, which is responsible for this in the industry as a barometer applies.

ASML announced that it cannot confirm its growth expectations for 2026, which is due to macroeconomic uncertainties. This uncertainty not only affected ASML, but also companies like Marvell. Investors seem to lose confidence in the entire industry, which leads to increased sales pressure on stocks without their own negative messages.

global market turbulence

The cautious forecast of ASML has led to a worldwide sale in the chip sector, which reduced the market capitalization of US-trade chip manufacturers and leading Asian companies by more than $ 420 billion. ASML shares fell five percent on Wednesday. This is the largest drop in the course since 1998. In addition, other large actors such as Tokyo Electron and Taiwan Semiconductor Manufacturing Co. were also affected by price losses that were up to 10% or 3.3%. The analysts were surprised at the extent of this correction and are now excited about the announced investor call, which should bring further clarity.

market development and future outlook

Despite the current difficulties in the chip sector, the semiconductor market shows long-term potential. According to Fortune Business Insights , the market size will grow to $ 755.28 billion and even $ 2,062.59 billion by 2032. Growth, which is accompanied by an average annual growth rate (CAGR) of 15.4%.

The market is diverse and offers numerous areas of application, from network communication to industrial automation to the entertainment industry. Especially the demand for products in the field of artificial intelligence (AI) and the Internet of Things (IoT) remains strong and could stabilize the industry. At the same time, there are challenges such as the high capital costs and trade restrictions that could slow the progress.

In the Asian-Pacific region, where the 2024 market will be over 50% of the overall market, the signals are also not bad, and investments in the semiconductor sector-like the USD 230 billion from Samsung in South Korea-could set a positive direction.

will ASML be able to adapt its forecasts, and how will that affect companies like Marvell? Investors ask themselves these questions at a turning point in the technology industry.