《AI Agent E-Comm "Disruption," and Agent CPU Demand Is Helping Intel Turn Its Business Around》
Marvell受益于ASIC需求，但估值偏高、增长已被计入价格；需要在未来几年内实现营收翻倍才能支撑当前股价。
但传统 CPU 市场最被低估的竞争对手之一就是 ASIC，即由 Broadcom、Marvell，以及现在台湾的 MediaTek 和 Alchip 等公司提供的 IP。
But one of the big underrated competitors to the traditional CPU market are ASICs, IP provided by companies like Broadcom, Marvell, now MediaTek and Alchip in Taiwan.