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They believe that the company is currently shipping custom CXL silicon to Google, with projected revenue of $1 billion for 2028.\"We expect initial revenue ramps starting in late CY27 and expect management to raise its CY28  AI revenue forecast by at least $2B from the prior $10B+,\" the analysts said.They also expect Marvell to slightly increase revenue contribution from Microsoft  XPU programs in fiscal 2028.Further, Marvell could present 2030 targets for data center total addressable market and market share targets, the note said.\"We are leaving our estimates unchanged but continue to like the story given >50% revenue growth potential for the next 2-3 years,\" the note","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.mtnewswires.com/","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"mtnewswires_news","symbols":["MRVU","LU0823434583.USD","LU2089985449.USD","LU0127658192.USD","LU0187121727.USD","LU1169589451.USD","LU2272731782.SGD","AIS","LU1815336760.USD","LU1316542783.SGD","BK4604","LU0642271901.SGD","LU1261432733.SGD","LU0061475181.USD","LU1046421795.USD","LU1992135472.HKD","BK4581","LU2473716301.USD","MRVL","LU0274383776.USD","BK4141","LU1084165304.USD","GTEK","BK4515","LU2543165471.USD","IE00BBT3K403.USD","MRVX","LU1989764748.USD","LU2272731600.USD","LU1861215975.USD","LU1720051108.HKD","LU2322448791.USD","AIFD","LU1119994496.HKD","LU1169590202.USD","IE00BN8TJ469.HKD","SG9999000418.SGD","LU0786609619.USD","IE00BMPRXR70.SGD","LU1989764664.SGD","LU1852331112.SGD","XNTK","LU2098885051.SGD","LU0154236417.USD","LU2931357623.SGD","IE0004086264.USD","LU0081259029.USD","LU2244417387.USD","WUGI","QQQA","LU1642822529.SGD","IE00BLSP4452.SGD","IE00BLSP4239.USD","IE00BMPRXN33.USD","LU0823421416.USD","LU2322448957.HKD","MVLL","LU0823421333.USD","LU0476273544.USD","DTCR","LU2360107168.USD","IE0004091025.USD","FTXL","IE00BMPRXQ63.HKD","LU1548497426.USD","BK4605","LU2357305700.SGD","SMHX","LU0444973449.USD","BK4588","LU2458330243.SGD","LU2290526834.HKD","LU2458330169.SGD","LU1303367103.USD","LU2272731865.HKD","LU1861220033.SGD","BK4585","LU0444971666.USD","LU0056508442.USD","LU0823434740.USD","LU1235294995.USD","BK4543","LU1992135399.USD","IE00B1BXHZ80.USD","FAI","SOXY","LU0957808578.USD","FDTX","ARTY","LU1720051017.SGD","LU1823568750.SGD","FXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670256985","title":"Philadelphia Semiconductor Index Drops Over 3% and Micron Falls Over 4% as OpenAI Model Training Pause Sparks AI Hardware Sell-Off","url":"https://stock-news.laohu8.com/highlight/detail?id=2670256985","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670256985?lang=en_us&edition=fundamental","pubTime":"2026-09-28 23:08","pubTimestamp":1790608104,"startTime":"0","endTime":"0","summary":"On September 28 Eastern Time, the three major US stock indexes fell across the board, with the Nasdaq Composite Index dropping over 1% and the Philadelphia Semiconductor Index falling more than 3%. At the sector level, AI hardware stocks plummeted, with chip, memory, and optical communications stocks all suffering sell-offs. Among them, SK Hynix (SKHY) fell 6.20%, SanDisk (SNDK) dropped 6.05%, and Micron Technology (MU) slid 4.22%. Qualcomm (QCOM) fell 6.71%, Intel (INTC) dropped 6.18%, AMD (AMD) slid 5.37%, Marvell Technology (MRVL) declined 4.81%, and Corning (GLW) fell 4.50%.","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260608/Micron-98572b9fe3894abab71913abd5864c14.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262190120-openai-pauses-training-ai-chip-stocks-plunge-nasdaq-sandisk-micron-intel-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0001KFT4U8.USD","LU2023250330.USD","LU2471134523.USD","LU0109391861.USD","BK4605","LU1303367103.USD","AMD","AMDC","LU2168563687.JPY","BK4527","RULE","LU2764262908.HKD","LU0719512351.SGD","LU1868836914.USD","IE00BQXX3D17.EUR","SOXY","AMDS","BK4512","LU2896262040.SGD","BK4581","LU1989772923.USD","LU1880398471.USD","XLK","LU1992135472.HKD","LU2048586759.USD","LU2756315318.SGD","SNDQ","SG9999001424.SGD","LU2168564149.EUR","TMSL","DAMD","LU1169590202.USD","BK4614","SKHZ","IE00BSNM7G36.USD","LU0054578231.USD","MVLL","IE0004091025.USD","LU1035775433.USD","BK4598","LU2213496289.HKD","LU1804176565.USD","LU1815336760.USD","LU1244550494.USD","AIFD","LU1992135399.USD","SGXZ51526630.SGD","IE00BBT3K403.USD","LU2403377893.USD","BK4535","LU0256863902.USD","CHPX","LU0320765059.SGD","INTW","IE00BFMHRM44.USD","IETC","LU1923623000.USD","LU0390134368.USD","IE00B1XK9C88.USD","AMDL","LU0444971666.USD","FCUS","BK4566","LU2244417387.USD","LU2360106780.USD","GTEK","LU2473716301.USD","LU0157215616.USD","LU0786609619.USD","EGGY","FDTX","HBMX","BK4588","LU0823413587.USD","WUGI","BK4170","LU1642822529.SGD","LU2471134796.USD","SINTCmain","BK4148","LU0048573561.USD","IE00BKVL7J92.USD","LU1244550221.USD","LU0154236417.USD","BK4602","LU0323591593.USD","LU0683600562.USD","LU2322448957.HKD","SKUU","LU0889565833.HKD","IE00BQXX3F31.USD","LU0823397103.USD","MUG","PSI","IE00B5949003.HKD","LU1720051017.SGD","AMDG","LU2750360997.AUD","LU0056508442.USD","LU1323610961.USD","LU2168564065.EUR","LU2265009873.SGD","SMHX","LU2931357623.SGD","LINT","EFIV","LEGR","IE00B19Z3B42.SGD","LU2250418816.HKD","LU2168564222.USD","LU1988902786.USD","AIQ","LU0133085943.USD","LU2860962120.EUR","LU1868837136.USD","BK4553","LU0963586101.USD","IE0009356076.USD","LU0096364046.USD","LU0251142724.SGD","IE00B1BXHZ80.USD","LU1803068979.SGD","XNTK","GLW","CGGO","HYNX","LU0859254822.USD","LU1823568750.SGD","SHOC","LU2098885051.SGD","BK4515","BK4585","IE000MB6IJN5.SGD","LU0820561909.HKD","LU2286300806.USD","MULL","INTC","LU1267930730.SGD","SG9999002224.SGD","FSMD","LU0640476718.USD","MRVL","LU0642271901.SGD","IE0002270589.USD","LU0353189763.USD","LU2458330169.SGD","LU1064131342.USD","SKHL","LU0672654240.SGD","LU0082616367.USD","SAMD0main","LU2264538146.SGD","IE00BLSP4452.SGD","LU2148611432.USD","BK4141","BK4612","LU2471134879.HKD","SNDG","JGRO","LU1232071149.USD","IE00BN8TJ469.HKD","LU0942090050.USD","AMDU","GB00BDT5M118.USD","WISE","LU1551013342.USD","LU0203347892.USD","TTXU","LU0061475181.USD","MUZ","LU0251132253.USD","LU1861558580.USD","BK4550","LU1169589451.USD","LU2236285917.USD","LU0964807845.USD","SG9999000418.SGD","LU1084165304.USD","MUYY","GLWG","DTCR","IE00BQXX3C00.GBP","LU0979878070.USD","QQQA","LU0820561818.USD","LU0417517546.SGD","LU0203345920.USD","SG9999015978.USD","IE000M9KFDE8.USD","IE00BVYPNQ40.USD","LU0353189680.USD","IE00BJLML261.HKD","LU0708995401.HKD","LU2272731600.USD","IE0004445239.USD","BK4554","LU2102340556.USD","BK4579","LU1951200564.SGD","LU1861220033.SGD","LU1267930813.SGD","SKHYV","LU1242518931.SGD","LU2355687059.USD","LU2272731865.HKD","CHPS","WLDR","LU0476273544.USD","LU0187121727.USD","LU0943347566.SGD","IE000SO60NU8.SGD","IE00BK4W5L77.USD","LU0742534661.SGD","LU1951198990.SGD","BK4529","LU1989764748.USD","IE0004086264.USD","SKHY","LU0238689110.USD","SMH","LU1868836757.USD","IE00BK4W5M84.HKD","SG9999015945.SGD","SCHA","QQQG","IE00BLSP4239.USD","SG9999015986.USD","LU1674673428.USD","LU2247934214.USD","LU2290526834.HKD","DISK","LU1674673691.USD","LU0348723411.USD","LU2462591350.SGD","LU0444973449.USD","LU2543165471.USD","EMSF","LU0823434583.USD","LU0823421416.USD","LU2361044949.HKD","SG9999002232.USD","LU2106854487.HKD","LU0689472784.USD","LU2764263039.SGD","ILDR","LU2360107168.USD","LU2054465674.USD","DRIV","LU2168564495.EUR","TEK","LU1235294995.USD","LU1496350502.SGD","LU2361045086.USD","LU2764263203.CNY","LU0321505439.SGD","SG9999015952.SGD","LU0889566641.SGD","LU2357627491.SGD","INYY","LU2750360641.GBP","SNDK","SOXX","SMU00main","LU2242649171.HKD","LU1316542783.SGD","LU1989764664.SGD","SKHA","DRMY","IE0000B7K699.USD","LU0234570918.USD","LU0256863811.USD","LU1778281490.HKD","SKHX","LU2458330243.SGD","FTXL","GAMR","LU1366333091.USD","IE00BKDWB100.SGD","LU0081259029.USD","MU","AMDY","AIS","TTEQ","LU1066053197.SGD","LU0079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Technology Inc Stock (MU) Moved Down by 3.31% on Sep 28: Facts Behind the Movement","url":"https://stock-news.laohu8.com/highlight/detail?id=2670532122","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670532122?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:15","pubTimestamp":1790604922,"startTime":"0","endTime":"0","summary":"• Micron traded lower due to macroeconomic headwinds and rising U.S. yields.\n• Institutional pre-earnings de-risking drove downward pressure despite strong semiconductor fundamentals.\n• Technical indicators show a MACD buy signal and neutral 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Micro Devices Inc Stock (AMD) Moved Down by 3.66% on Sep 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670278253","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670278253?lang=en_us&edition=fundamental","pubTime":"2026-09-28 22:15","pubTimestamp":1790604921,"startTime":"0","endTime":"0","summary":"• AMD shares declined due to macroeconomic headwinds and sector-wide profit-taking.\n• OpenAI paused model training temporarily, creating short-term caution across semiconductor stocks.\n• Long-term fundamentals remain strong with solid market share and high 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According to TipRanks, Arcuri...","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tipranks_highlight","url":"https://www.tipranks.com/news/blurbs/marvell-mrvl-gets-a-buy-from-ubs-blurbs-news?utm_source=itigerup.com&utm_medium=referral","rn_cache_url":null,"directOrigin":true},"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tipranks.com/news/blurbs/marvell-mrvl-gets-a-buy-from-ubs-blurbs-news?utm_source=itigerup.com&utm_medium=referral","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tipranks_highlight","symbols":["IE00BN8TJ469.HKD","XNTK","IE0004091025.USD","LU2458330243.SGD","SG9999000418.SGD","LU2322448957.HKD","BK4605","IE00BMPRXQ63.HKD","FXL","LU2089985449.USD","IE00B1BXHZ80.USD","AIFD","IE00BBT3K403.USD","FAI","LU1548497426.USD","LU1235294995.USD","LU0444971666.USD","LU1303367103.USD","MRVX","LU1119994496.HKD","LU1084165304.USD","LU1861220033.SGD","LU1720051108.HKD","LU2543165471.USD","LU1861215975.USD","LU1720051017.SGD","LU1046421795.USD","MRVL","LU2272731600.USD","BK4543","LU0081259029.USD","IE00BMPRXN33.USD","LU2322448791.USD","IE00BLSP4239.USD","LU2098885051.SGD","LU1823568750.SGD","LU1169590202.USD","LU0642271901.SGD","LU2357305700.SGD","BK4141","LU2272731865.HKD","LU1989764748.USD","BK4604","ARTY","LU0056508442.USD","LU1169589451.USD","LU1261432733.SGD","FTXL","LU0823421416.USD","LU2931357623.SGD","LU1815336760.USD","LU0444973449.USD","BK4581","GTEK","BK4588","LU0823434740.USD","LU0061475181.USD","IE00BLSP4452.SGD","LU0274383776.USD","SOXY","LU1642822529.SGD","LU0823421333.USD","LU2244417387.USD","LU0154236417.USD","WUGI","LU2272731782.SGD","LU2473716301.USD","SMHX","QQQA","LU0127658192.USD","LU1989764664.SGD","LU1316542783.SGD","AIS","MRVU","LU1992135399.USD","BK4585","LU0786609619.USD","LU1992135472.HKD","FDTX","IE0004086264.USD","LU2290526834.HKD","LU1852331112.SGD","LU0957808578.USD","LU2458330169.SGD","LU0823434583.USD","MVLL","DTCR","LU2360107168.USD","BK4515","IE00BMPRXR70.SGD","LU0187121727.USD","LU0476273544.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2670532002","title":"Intel Corp Stock (INTC) Opened Down by 4.99% on Sep 28: What Signal Does It Send?","url":"https://stock-news.laohu8.com/highlight/detail?id=2670532002","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2670532002?lang=en_us&edition=fundamental","pubTime":"2026-09-28 21:47","pubTimestamp":1790603240,"startTime":"0","endTime":"0","summary":"• Intel experienced intraday volatility and profit-taking following a multi-week stock rally.\n• Legacy ecosystem transitions and capital intensity concerns compounded downward pricing pressure.\n• The stock recorded an annual revenue of $52.85B and negative net 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