Customs shock meets Marvell: AI chips in danger-this is how investors react!

Customs shock meets Marvell: AI chips in danger-this is how investors react!

Taiwan, Land - The tech world is head and there is no reason to calm down. Marvell Technology has recently experienced a damper, and the reasons for this are complex. All eyes are aimed at the effects of the new US tariffs on semiconductor imports from China and Taiwan. This customs policy not only affected the mood in the entire AI chip sector, but also heavily burdened Marvell's course. With a decline after the customs statement, the company shows how quickly the markets can turn. [boerse-express.com] (https://www.boerse-express.com/news/articles/marvell-technology-ki-Hoffnung-ste- Zollschock-817110) reports on a dramatic change in the technology in the technology sector, which also makes large investors skeptical.

Marvell is considered the main actor in the AI hype and supplies large customers such as Microsoft and Amazon with tailor-made chips. The MAIA300 chip design, which is developed in cooperation with Microsoft, could provide sales from the end of 2026. Even if Marvell's course rose by over 8% in a month, the sudden reversal of trends takes care of many investors. With 23.9, the relative strength index indicates significant oversizing, which is a warning signal for experts. Nevertheless, optimism flashes: analysts consider the fundamental data to be stable; The next trading days will be decisive.

growth rate and market opportunities

But what does the overall picture look like in the semiconductor landscape? Investors.com has interesting figures. Marvell has increased its addressable market for customer-specific AI chips to a whopping $ 55 billion by 2028, a strong increase in $ 43 billion. Likewise, the market for semiconductors in data centers is estimated at $ 94 billion. Some analysts show up Bullish and have raised the price target for the company, and Marvell is aiming for a market share rate of 20% in both segments. However, the competitive situation is challenging, especially compared to Broadcom, one of the largest rivals in the AI chip market. Marvell currently has a pipeline of 18 chip gains over more than 10 customers-a significant increase compared to only four customers last year.

The entire Semiconductors industry shows unchecked growth. In 2022, over 190 billion euros were invested in the semiconductor market. Elektronikpraxis.de emphasizes that at least 300 billion dollars in investments of leading ones by 2028 Half -line companies are in prospect in order to stabilize the supply chains and to cover the demand into innovative areas such as AI.

market share and geopolitical challenges

The semiconductor market faces current challenges, especially since these announcements of tariffs from the USA have a strong influence on the mood. Political support is offered for local semiconductor production in Europe and the USA, especially according to the supply chain problems during pandemic. For example, billions of tax funds flow into the construction of semiconductor factories in order to cover the growing need. The demand for chips for applications such as Genai grows rapidly, which promotes independent developments and approaches in semiconductor research.

How these geopolitical conflicts affect product development and market opportunities remains to be seen. The future of Marvell and the entire AI chip market depend on these developments. It remains exciting whether Marvell can achieve his ambitious goals despite the adversity and whether the investments will pay off in the long term.