MARVELL TECHNOLOGY:业绩符合预期 ASIC业务FY26Q3指引环比下滑

华创证券
Sep 01

事项2025 年8 月29 日Marvell Technology 发布FY2026Q2 报告,并召开业绩说明会。公司FY26Q2 截至2025 年8 月2 日,下文中统一采用财季表述为FY26Q2。评论1. 营收情况:FY26Q2 营收为20.06 亿美元(QoQ+6%,YoY+58%),超过业绩指引中值。在强劲的人工智能需求的推动下,数据中心终端市场继续保持强劲增长。此外,运营商基础设施和企业...

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