Broadcom, Marvell Set To Lead In 2025 As Sector Is 'At The Cusp Of A Semiconductor Up-Cycle,' Says Analyst

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After semiconductor fundamentals bottomed in 2023, the sector is poised for a cyclical upturn, with Broadcom Inc.(NASDAQ:AVGO) and Marvell Technology Inc.(NASDAQ:MRVL) leading the charge.‘We're At The Cusp Of A Semiconductor Up-Cycle‘

Sur isn't mincing words when it comes to what he sees on the horizon.“At this point, we believe we are at the cusp of a semiconductor up-cycle (approximately four to six quarters of positive Y/Y growth),” the analyst said.

Broadcom and Marvell are positioned to ride the next wave of semiconductor growth thanks to their “strong exposure to strategic infrastructure dynamics.” These stocks are set to benefit from increasing demand for cloud infrastructure and custom ASIC chips—vital for cloud giants like Amazon and ...

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Author / Journalist: Surbhi Jain

Category: Technology

Markets: United States

Topics: AVGO MRVL Semiconductors SG9999006241 Tech Stories That Matter Analyst Ratings AI Top Stories Long Ideas BMG5876H1051 Expert Ideas Trading Ideas Benzinga Analyst Color Artificial intelligence

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2024-10-18 @ 13:02:13 (11 hours ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 514 words

Reading Time: 3 minutes read

Sentences: 23 lines

Sentence Length: 23 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 23119799

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