Marvell Technology (MRVL) 股票：AI芯片需求强劲推动看涨预期

TLDR

Marvell raised its fiscal year 2028 revenue target, with semiconductor demand driving its growth. Marvell's (MRVL) shares rose 5.64% to $286.58 in Tuesday trading as demand for custom chips and data center infrastructure expands. The company expects revenue to reach approximately US$20 billion in fiscal 2028, a year-on-year increase of approximately 67%. Support from technology giants such as Amazon, Google and Microsoft has further consolidated Marvell's expanded position in the space of customized silicon wafers.

Marvell raises revenue target for fiscal year 2028

Marvell Technology (MRVL) shares rose 5.64% to close at $286.58 in Tuesday trading after the company raised its long-term revenue guidance. The semiconductor company now expects revenue to reach approximately $20 billion in fiscal 2028. This stronger forecast reflects expanding demand for custom chips and data center infrastructure.

The updated outlook marks a significant increase in Marvell's previous fiscal year 2028 revenue targets. Management had forecast it in August to be approximately US$18 billion, while market estimates were concentrated at around US$18.2 billion. As a result, the latest guidance puts Marvell above earlier expectations for the period. Marvell also expects revenue to increase by approximately 67% in fiscal 2028 from last year. CEO Matt Murphy announced the updated goals at the company's Investor Day meeting on Tuesday. The announcement strengthens attention to Marvell's growing exposure in large computing infrastructure.

Semiconductor demand supports Marvell's growth

Marvell expects demand from large technology companies to support revenue expansion through fiscal 2028. The company develops custom silicon and Networking products for high-performance computing systems. These products help data centers efficiently move information between processors, memory, and other infrastructure components. It is estimated that by 2030, the total addressable market related to artificial intelligence could reach approximately US$400 billion.

Marvell has partnered with major technology companies including Amazon, Google and Microsoft on custom silicon wafer projects. As a result, these partnerships give Marvell access to ongoing spending on large data center projects. Marvell competes directly with Broadcom in multiple semiconductor infrastructure markets. Both companies provide networking technology and custom processors for advanced computing systems. However, Marvell has expanded its position with custom chip initiatives and high-speed connection products.

This year, semiconductor companies have benefited from increased spending on computing power and large data centers. Marvell is participating in this expansion with products designed for networking and processing workloads. At the same time, technology companies continue to build infrastructure that requires faster data transfers and greater computing efficiency. In addition, Marvell gained broader market exposure after joining the S&P 500 index in June. The inclusion follows a significant appreciation in 2026 and adds to the company's presence in major stock benchmarks. Marvell's share price has risen more than 240% since the beginning of the year.

今年早些时候，英伟达首席执行官黄仁勋强调了Marvell在半导体行业中的地位。此后，该公司继续扩大其定制硅片和联网业务。其最新的2028财年预测现在强化了管理层对大幅营收增长的预期。

Marvell在数据中心基础设施中的作用扩大

Marvell设计连接现代数据中心处理器的速基础设施。其产品组合包括网络、连接、存储和定制半导体产品。这些技术支持需要大量处理能力的云计算提供商。该公司越来越专注于为主要的超大规模客户提供定制硅片项目。这些项目允许大型科技公司为特定的计算工作负载开发专用芯片。Marvell提供设计专长和半导体技术，以支持这些定制平台。

修订后的营收展望为Marvell不断扩展的数据中心业务增添了另一个增长目标。管理层现在预计2028财年的销售额将比仅两个月前的预测更强。这一增长反映了公司在定制硅片和高速数据中心基础设施中扮演的更大角色。

More News

• Marvell Technology (MRVL) 股票：AI芯片需求强劲推动看涨预期

  Marvell raised its fiscal 2028 revenue target to approximately $20 billion, and its share price rose 5.64% on demand for...

  2026-10-07
• DeFi developer cleans up CHAD repurchase-but not yet completed

  DeFi Development established an open-ended repurchase framework for CHAD preferred shares and released Q3 data. Its Sola...

  2026-10-07

  SOL

  1.40%%
• Zebec's payroll business on Stellar is growing...

  Zebec's blockchain payroll platform has been accelerated and deployed on the Stellar network, with nearly 20 companies ...

  2026-10-07
• Applied Materials Inc.(AMAT) shares plummet as it cooperates with Intel to promote next-generation c

  应用材料公司与英特尔深化合作，聚焦先进封装与EPIC中心建设以加速芯片商业化进程。

  2026-10-07
• U.S. Treasury Department cancels cryptocurrency wallet reporting rules after review

  FinCEN of the United States withdraws its 2020 crypto wallet report and hybrid services proposals as part of the Trump a...

  2026-10-07

  BTC

  0.59%%
• Mysten Labs与Google Cloud联合推出可验证AI智能体仲裁机制

  Mysten Labs与Google Cloud联合推出可验证代理仲裁器（VAA），通过密码学证明确保企业级AI代理在授权范围内行事，助力满足欧盟《人工智能...

  2026-10-07

  SUI

  0.57%%
• OKX以250亿美元估值完成融资，Circle、Ripple及SC Ventures参投

  OKX completed a new round of financing with a valuation of US$25 billion, introduced strategic investors such as Circle ...

  2026-10-07

  OKB

  3.55%%

  USDG

  0.01%%
• Infleqtion (INFQ) shares rise after a major breakthrough in quantum photonics collaboration with Hon

  Infleqtion and Honeywell have partnered to develop chip-scale optical cavity quantum sensors designed to improve navigat...

  2026-10-07
• Spiko receives US$90 million in financing, and tokenized cash fund continues to expand

  Spiko completed a US$90 million Series B financing to set a new EU financial technology record, leading the tokenized ca...

  2026-10-07