传微软与博通洽谈定制芯片合作，迈威尔科技盘中大跌10%_老虎社区_美港股上老虎

传微软与博通洽谈定制芯片合作，迈威尔科技盘中大跌10%

智通财经网2025-12-08

周一，迈威尔科技盘中大跌10%，创8月29日以来最大盘中跌幅。消息面上，报道称，据一名参与谈判的人士透露，微软正与博通洽谈合作设计未来的定制芯片，若合作达成，微软将从当前的定制芯片供应商迈威尔科技转向博通。与此同时，两名参与相关谈判的人士表示，Marvell近期为争取Meta的更多业务，已同意减免部分芯片设计的前期工程费用。另有三名参与该芯片开发的人士透露，Meta计划于2027年推出这款定制芯片...

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