Marvell Technology: AI chips in the storm of the crisis mood!

Marvell Technology: AI chips in the storm of the crisis mood!

What's the semiconductor in the world? The technology industry currently faces enormous challenges, while at the same time attracting great opportunities in the field of artificial intelligence (AI). A company that focuses particularly on is Marvell Technology. This company specializes in AI and the development of tailor -made chips for data centers and recognizes a huge market potential of $ 94 billion. But while the company is on the growth course, it warns of increasing competitive pressure in a rapidly changing market.

Marvell plans the development of the latest 2-nanometer chips in order to be able to position themselves better in the fast-moving world of data centers. Analysts from the investment bank TD COWEN advise you to buy the stock, but urges the dangers of increasing competition in the field of accelerated processors, also known as XPUs. The current macroeconomic uncertainties and trade conflicts do the rest and additionally strain the Fabless chip industry. In the first half of 2025 there was already a dramatic decrease of around 35 percent of the Marvell's share price.

semiconductor market in the upswing

The mood in the semiconductor market is consistently positive despite the challenges. In 2022, companies and states invested over 190 billion euros in semiconductor technology, and another $ 300 billion was announced for the coming years in order to meet the drastically increasing demand. These investments are necessary because it is expected that the market size of the semiconductor industry will increase to over $ 2,000 billion by 2032. The Asian-Pacific space is expected to claim the lion's share of this growth.

Of course, the electrification of the automotive industry and the progress in autonomous driving makes a lot of headlines and drive growth in the semiconductor market. Around 70 percent of industry growth are located in the areas of data storage, wireless communication and automotive electronics. Up to eight new semiconductor factories (FABS) must now be built by 2030 to ensure that the production capacities meet the increasing requirements. Currently, 79 new factories are already under construction or being planned, which increases the pressure on existing systems to optimize and automate.

View of the market players

we take a look at the important players in the industry. Companies such as Broadcom, Samsung, Intel, and Nvidia are at the top and fight for market shares. While the market share of the semiconductor industry in the Asian-Pacific area in 2024 is around 50.94 percent, it is clear that the United States and Europe also develop its own strategies to remain competitive. In Europe there are efforts to strengthen local semiconductor production through government funding, but it still lacks the complete creation of an ecosystem.

In addition, there are always discussions about selective grants that do not support all the necessary sub -industries sufficiently. One example is the criticism of the ZVEI, which notes that important sectors such as the circuit board and electronics production are neglected in Germany.

Overall, the semiconductor market shows a clear growth trend. So while Marvell is developing new technologies to keep their market position, the challenge of the competition, political uncertainties and global supply chain crises remains an important house number. Marvell's next quarterly figures could be crucial for the future development of the share, especially against the background of a market that is constantly evolving and making new requirements for technology providers.

What is your expectation for the next few months? Will Marvell create the turn, or will the pressure on the industry continue to increase? The future remains exciting!