周五，迈威尔科技盘中大跌17%。根据公司公布的财报，迈威尔科技第二季度营收达到20.1亿美元，同比增长58%，符合分析师预期。然而，公司给出的第三季度营收指引中值为20.6亿美元，低于分析师平均预期的21.1亿美元。此外，公司数据中心业务增速放缓，第二季度营收同比增长69%至14.9亿美元，低于分析师预期的15.1亿美元。
分析师指出，在当前人工智能(AI)热潮驱动的市场中，仅仅"符合预期"已不足以满足投资者的高预期。Summit Insights分析师Kinngai Chan表示，迈威尔科技对第三季度的疲弱业绩指引意味着其定制ASIC业务将出现下滑，这令投资者感到意外。尽管公司CEO Matthew Murphy强调公司在AI定制芯片和光学产品方面需求强劲，但市场显然对迈威尔科技寄予了更高期望。
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