Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Thematic (Sector/Industry)

<ul><li>America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to target another 136 Chinese companies.</li><li>The move prompted calls for caution when procuring U.S. chips and warnings that the restrictions could cause significant disruption to global supply chains.</li><li>The U.S. Department of Commerce said on Monday that it was adding 140 companies, including 136 Chinese firms, to its “entity list”, effectively banning them from accessing U.S. advanced chip and AI-related technology.</li></ul>

America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to target another 136 Chinese companies.The move prompted calls for caution when procuring U.S. chips and warnings that the restrictions could cause significant disruption to global supply chains.The U.S. Department of Commerce said on Monday that it was adding 140 companies, including 136 Chinese firms, to its “entity list”, effectively banning them from accessing U.S. advanced chip and AI-related technology.

Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions 

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Long position in Marvell (MRVL US) recommended with potential upside of 60-120% or more</li><li>Marvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026</li><li>Various growth opportunities for Marvell including custom AI chips for major customers, networking acceleration, and positive trends in non-AI end markets</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Long position in Marvell (MRVL US) recommended with potential upside of 60-120% or moreMarvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026Various growth opportunities for Marvell including custom AI chips for major customers, networking acceleration, and positive trends in non-AI end marketsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell Technology Inc (MRVL) - Tuesday, Jul 30, 2024

<ul><li>Marvell has historically performed well in the market but is now shifting its focus to growth areas such as AI, cloud computing, and faster data networks</li><li>Despite recent cyclical weakness, the company is expected to see improved performance and strong earnings growth</li><li>Reactivating the account is a strategic move to capitalize on Marvell's promising future prospects and potential increase in stock value</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell has historically performed well in the market but is now shifting its focus to growth areas such as AI, cloud computing, and faster data networksDespite recent cyclical weakness, the company is expected to see improved performance and strong earnings growthReactivating the account is a strategic move to capitalize on Marvell's promising future prospects and potential increase in stock valueThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Marvell Technology Inc (MRVL) - Thursday, Feb 22, 2024

External broker reports(aggregated public sources), CMB International

CMB International

External broker reports(aggregated public sources)

Incorporated in Hong Kong, supported by the mainland and targeting in global market, CMB International Capital Corporation Limited (“CMBI”) is an integrated financial institution providing comprehensive and professional services. As a wholly-owned subsidiary of China Merchants Bank ("CMB"), by leveraging on the Group’s synergy and coordination in domestic and overseas markets, as well as CMB’s strong resources and outstanding social reputation, CMBI and its subsidiaries have been actively implementing diversified business strategies and set up an overall layout of main business segments including Corporate Finance, Asset Management, Wealth Management, Global Markets and Structured Finance, etc. Adhering to the philosophy of “being clients oriented and increasing our own values by the way of creating value for clients”, CMBI endeavors to provide quality and integrated financial services to institutional, corporate and individual customers both domestic and overseas including Hong Kong IPO sponsorship and underwriting, share placement and rights issue for listed companies, financial advisors, bonds issuance services, asset management, direct investment, wealth management, equity sales and trading, etc.

<ul><li>Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator and Cobalt 100 CPU.</li><li>Maia 100 was specifically designed with consideration of Azure hardware. It will be mainly used for AI tasks and generative AI for maximized utilization of hardware.</li><li>It will power some of Microsoft’s largest internal AI workloads running on Azure. </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator and Cobalt 100 CPU.Maia 100 was specifically designed with consideration of Azure hardware. It will be mainly used for AI tasks and generative AI for maximized utilization of hardware.It will power some of Microsoft’s largest internal AI workloads running on Azure. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>Near-term: strong demand with visibility into 2024, supply chain ramp-up in progress.</li><li>Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.</li><li>Current bottlenecks are CoWoS and HBM. Suppliers are ramping up capacity to meet the demand (already observed signs of shortage easing recently). </li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Near-term: strong demand with visibility into 2024, supply chain ramp-up in progress.Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.Current bottlenecks are CoWoS and HBM. Suppliers are ramping up capacity to meet the demand (already observed signs of shortage easing recently). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase

United States

Marvell Technology, Inc. develops and produces semiconductors and related technology. The Company offers security and networking platform, secure data processing, networking, and storage solutions. Marvell Technology serves customers worldwide.

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Marvell Technology (MRVL US)

Backlash From Key Chinese Industries as U.S. Expands Chip Export Restrictions

America has come under heavy criticism from China’s semiconductor, internet and automotive industries for expanding the chip export restriction to...

Caixin Global

Marvell Technology Inc (MRVL) - Tuesday, Jul 30, 2024

Marvell identified as AI beneficiary with strong growth potential, expected to exceed consensus numbers in 2025 and 2026

Value Investors Club (VIC)

Marvell Technology Inc (MRVL) - Thursday, Feb 22, 2024

Marvell has shifted its focus to growth areas like AI and cloud computing, positioning itself for significant upside potential despite recent...

Value Investors Club (VIC)

Technology (Hardware/Semi)

Microsoft unveiled two major custom-designed chips for cloud computing at its Ignite developer conference on 15 Nov 2023, Maia 100 AI accelerator...

CMB International

Thematic Investment and Megatrend - Riding the AI Wave into the Next Phase

Hypercalers, AI related chip providers and supply chain channel all confirmed demands remain strong, with visibility into 2024.

CMB International

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52-week Range

Market Cap (USDm)

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