On top of that, questions about the future of key customer Amazon Web Services (AWS) added further uncertainty, prompting investors to think twice. To its credit, the stock has staged an impressive rebound, climbing almost 88.45% off its April low of $47.08. Even so, Marvell still sits about 19.64% lower for the year, a sharp contrast to the S&P 500 Index ($SPX), which is up 16% over the same stretch. In other words, despite some recovery, Marvell remains well behind the broader market.By focusing on specia ...

Core Insights - China's tech exports to the US have decreased significantly, with a 70% drop compared to the fourth quarter of 2024, primarily due to new tariffs imposed by the US government [1][8] - In contrast, tech exports from other Asian countries such as South Korea, Vietnam, and India to the US have increased by 80% during the same period [2] - Despite the decline in exports to the US, China's tech exports to other regions, including Europe and emerging markets, have continued to grow, reflecting strong global demand [2][3] Trade Dynamics - The tariffs imposed by the US are reshaping global supply chains and contributing to a decoupling of high-tech industries from China [4] - The share of critical tech imports to the US from China is projected to fall from nearly 50% in 2017 to below 20% by 2025 [4] - Countries like Taiwan, Mexico, Japan, India, and Vietnam are gaining market share in the tech export landscape as a result of these shifts [5] Regional Performance - Overall exports from Asia have increased by 7% in dollar terms through August compared to the previous year, with technology products accounting for over 60% of this growth [6] - Taiwan has emerged as a significant player, with over 70% of its exports being tech-related, the highest proportion in Asia [6] - In August, Taiwan's exports surged by 30% from the fourth quarter of 2024, driven by demand for advanced chips and servers essential for AI data centers [7]