# 網路晶片設計商 Marvell Technology (MRVL) 在人工智慧基礎建設支出重新樂觀的帶動下，午後交易時段股價飆升 5.7%。

*semiconductor, genai · news · 2026-05-27 · NDTV.com*

## Key points

- 瑞銀估計美光未來五年將在產能擴充上花費超過 500 億美元。
- Oppenheimer 預測 Marvell 的客製化 AI 晶片今年營收可達 20 億美元。
- Marvell 向亞馬遜等主要客戶供應 AI 加速晶片，如 Trainium。
- 過去一年中，Marvell 股價有 37 個交易日漲跌幅超過 5%。

Networking chips designer Marvell Technology (MRVL) saw a surge of 5.7% in the afternoon trading session after renewed optimism around artificial intelligence infrastructure spending lifted semiconductor stocks across the board. The rally followed Micron Technology's strong performance and bullish investment outlook, which signaled that demand for AI-related chips remains structurally undersupplied. The upbeat sentiment also boosted semiconductor equipment manufacturers including Applied Materials, Lam Research, KLA, and ASML, along with foundries such as TSMC and GlobalFoundries, which are expected to benefit from expanding chip production capacity. According to UBS estimates, Micron is expected to spend more than $50 billion on capacity expansion over the next five years. Industry analysts noted that such spending could translate into billions of dollars in new equipment orders and long-term manufacturing demand throughout the sector. What Is The Market Telling? The wave of positive revisions comes by a wave of bullish analyst commentary ahead of the company's upcoming earnings report. Several Wall Street firms, including Citigroup, Oppenheimer, Wells Fargo, and Melius Research, recently raised their price targets on the stock, citing accelerating demand for AI infrastructure and custom processors. Analysts highlighted Marvell's growing exposure to AI accelerator programs, particularly its Trainium chips supplied to major customers such as Amazon. Oppenheimer estimates Marvell's custom AI chip revenue could reach roughly $2 billion this year, while other analysts pointed to a strong sales backlog for the company's AI-focused products. Despite the sharp jump, Marvell remains a highly volatile stock. The company has recorded 37 daily moves of more than 5% over the past year, suggesting investors view the latest rally as significant but not necessarily transformative for the company's long-term outlook. Marvell Technology shares have now climbed 134% since the start of the year and recently touched a new 52-week high of $209.43 per share. A $1,000 investment in the stock five years ago would now be worth more than $4,300.

**Companies:** Micron Technology, TSMC, Marvell Technology, Applied Materials, Lam Research, KLA, ASML, GlobalFoundries

[Read the full story on NDTV.com](https://www.ndtv.com/us-markets/why-is-marvell-technology-mrvl-stock-soaring-today-11556720)

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