AI需求异常火爆！Marvell明年起全线涨价股价一度涨3.8%

华尔街见闻10-21

媒体报道，美国网络通信与光通信巨头Marvell为应对AI需求激增，近期向客户发出通知，宣布将于明年1月1日起全线产品调涨价格。分析认为，这次调涨被视为光通信领域涨价的开端，或许印证了英伟达CEO黄仁勋此前所提的“市场需求异常疯狂”的观点。 Marvell在光通信领域扮演着重要的角色，特别是在光通信芯片和解决方案方面。Marvell是全球领先的半导体和网络通信技术提供商之一，其产品涵盖数据中心、...

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Marvell will increase prices across the board starting next year, and its stock price once rose 3.8%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"DCI":1,"L":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6},"content_text":"媒体报道，美国网络通信与光通信巨头Marvell为应对AI需求激增，近期向客户发出通知，宣布将于明年1月1日起全线产品调涨价格。分析认为，这次调涨被视为光通信领域涨价的开端，或许印证了英伟达CEO黄仁勋此前所提的“市场需求异常疯狂”的观点。\nMarvell在光通信领域扮演着重要的角色，特别是在光通信芯片和解决方案方面。Marvell是全球领先的半导体和网络通信技术提供商之一，其产品涵盖数据中心、企业网络、5G、电信等多个领域。\nMarvell的业绩受益于ASIC（特殊应用IC）和硅光子等数据中心相关的AI需求高涨。此次宣布涨价，业界认为除了把握商机并继续投资尖端和创新产品研发外，也反映了当前市场需求的高涨。\n报道称，根据业界流传的涨价通知，这封由Marvell全球销售高级副总裁Dean Jarnac署名的信件提到，由于全球加速计算和AI需求的急剧增加，整个半导体供应链都在进行前所未有的投资，扩大生产能力并多元化生产基地。Marvell也不例外，正在持续加大创新投入，为客户提供先进的产品和技术。\nJarnac在信中指出，为了应对不断扩大的投资需求，Marvell将从明年1月开始对所有产品调价，并承诺尽量控制涨幅，以尽量减少对客户的影响。他还呼吁客户根据交货期下单，并向该公司提供准确的需求预测。\nMarvell上季度的强劲财务表现，主要得益于AI需求的飙升，推动了数据中心业务的显著增长，特别是其800G PAM和400ZR数据中心互连（DCI）等光通讯产品成为了增长的关键驱动力，推动数据中心营收同比增长超过90%。根据Marvell第二财季财报，该公司实现了超出指引中点的12.729亿美元净营收，并预期其所有终端市场均能在接下来的本财季中出现增长，综合营收中点将环比增长14%。\nMarvell首席执行官Matt Murphy此前透露，数据中心业务将继续加速增长，而企业网络和电信终端市场也有望重返增长轨道，推动整体业务的复苏。\n\n我们的电光产品实现了强劲增长，定制AI项目也开始加速发展。展望下个季度，我们预计企业网络和电信终端市场将恢复增长，而数据中心终端市场的增长将进一步加速。\n\n分析认为，Marvell率先启动涨价，反映出市场需求的高热度，印证了英伟达首席执行官黄仁勋此前所提的“市场需求异常疯狂”的观点，同时也为光通信产业链的潜在商机打开了更多的想象空间。\n受此影响，Marvell股价周一开盘一度上涨超过3.8%，随后涨幅收窄至1.3%左右，盘中报80.94美元。该公司股价今年迄今已经上涨近40%。\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2477862035"}

AI需求异常火爆！Marvell明年起全线涨价 股价一度涨3.8%

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AI需求异常火爆！Marvell明年起全线涨价股价一度涨3.8%