对于英伟达来说，达到降低对台积电依赖目的，还可透过英特尔在x86生态系布局；对英特尔而言，除 获得英伟达这位重要客户外，可借机将市场扩张到数据中心新领域，更重要的是，在英伟达背书下，等 同取得技术保证。 针对外电报导英伟达投资英特尔50亿美元，双方将展开包括客制化芯片在内的多方面合作，外资分析师 认为，对台积电短期来说并无影响，长期有影响，但有限；对日月光投控等台湾封测厂，不排除未来有 部分订单减少疑虑。 分析师说，这次双方合作重点，除了英伟达投入资金，让英特尔再获50亿美元的及时雨外，更重要的是 技术合作，对英伟达、英特尔、台积电、日月光投控或其他竞争对手，均将产生不同程度影响。 ...

Core Viewpoint - Marvell Technology's stock plummeted by 18.6%, reaching a near three-month low, primarily due to disappointing revenue forecasts for its data center segment, raising concerns about the demand for customized AI chips [2][3]. Group 1: Financial Performance - Marvell Technology's stock fell by $14.37 to $62.86, resulting in a market value loss of nearly $12 billion in one day [2]. - The company's stock has decreased by 43.08% this year, while the semiconductor index has risen by 13.84% during the same period [2]. Group 2: Market Dynamics - The company has heavily relied on customized chip business, primarily serving cloud giants like Amazon and Microsoft, but these clients are developing their own AI chips, which may reduce dependency on Marvell [2]. - Reports suggest that Microsoft's self-developed AI chip plans have been delayed until 2028 or later, which could temporarily increase demand for Marvell's products but also highlight long-term uncertainties for the company [2]. Group 3: Analyst Perspectives - Some analysts believe the market's reaction to Marvell's performance is exaggerated, with one suggesting that Microsoft's delay in self-development could actually benefit Marvell [3]. - However, another analyst pointed out that Marvell's smaller scale compared to competitors like Broadcom may lead to a multi-supplier strategy from cloud customers, potentially squeezing profit margins [3].