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美股异动 | 亚马逊(AMZN.US)AI芯片需求火爆 主要代工制造商迈威尔科技(MRVL.US)涨超8%
Zhi Tong Cai Jing· 2025-10-31 15:22
Core Insights - Marvell Technology's stock price increased over 8% to $95.83 following Amazon's earnings call, where strong demand for its in-house AI chip Trainium was highlighted [1] - Amazon's CEO Andy Jassy stated that Trainium has become a multi-billion dollar business with a quarter-over-quarter growth of 150%, and Marvell is a key manufacturer for Trainium chips [1] - Jassy noted that the adoption rate of Trainium2 is rising, with all current production capacity booked, and the upcoming Trainium3 is expected to attract more customers [1][2] Company Developments - Amazon plans to open Trainium3 for customer preview by the end of 2025, with larger scale deployment in 2026 [2] - Amazon continues to maintain close partnerships with Nvidia, AMD, and Intel, aiming to expand collaboration with these chip suppliers [2] - Jassy emphasized the need for increased computational power due to surging demand, indicating that current production capacity is quickly consumed [2]