The golden age of ASIC in the AI infrastructure boom is coming! Wall Street's positive research reports on Marvell (MRVL.US) are pouring in.

Zhichong Finance APP learned that as the global AI infrastructure construction enters the accelerated expansion phase, Wall Street analysts generally expect Marvell Technology Group (MRVL.US), focusing on customized AI chips for large AI data centers (i.e. AI ASIC chips), to experience "substantial strong growth trend" in the next two years. After the latest strong performance data and future outlook were announced, Wall Street analysts have raised their target prices for Marvell in the next 12 months, highly optimistic about the rapid growth trajectory of the market size in the background of the surging demand for cloud AI inference computing power, where AI ASIC, which is more cost-effective compared to NVIDIA's AI GPU route, holds a competitive advantage.