Despite recent stock declines, AI chip makers TSMC, Marvell, and Micron report demand exceeding supply and optimistic growth forecasts for 2027. TSMC aims for $600 per share driven by expanding 2nm chip production and new fab capacity. Marvell targets $350 with strong data center sales and AI-related bookings, boosted by partnerships and rapid optics ramp-up. Micron sees room for $1,600 per share as memory demand grows, supported by solid earnings beats and committed shipments. Risks include market weakness and supply disruptions, but rising estimates and management confidence suggest potential gains of 46% to 87% next year.
Marvell Technology Inc (MRVL) holds a market cap of $210.10 billion and shows a 1-day gain of 1.55% on Pluang as of Oct 27, 2026 18:42 WIB, with a high volume of 14,381,757 shares traded. Micron Technology (MU) commands a market cap exceeding $1 trillion and is up 2.46% on the day, with 22,626,420 shares changing hands. Despite the article's focus on long-term growth potential, current Pluang order activity reveals a cautious stance on Marvell with 79% sell orders, while Micron's orders are more balanced at 54% sell and 46% buy.
Marvell Technology reported strong AI growth and a $120 billion partnership with Google, but faces margin pressure from Taiwanese competitors like MediaTek and Alchip targeting the same hyperscaler contracts. Despite raising its fiscal 2028 revenue o...
Arm Holdings has introduced ready-made chip blueprints and a finished AGI CPU that offer hyperscalers a shortcut, potentially reducing demand for Marvell's custom chip designs. Arm's AGI CPU demand exceeds $2 billion, though supply constraints limit ...
