Jan 20, 2025 · Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening doors for other companies. Read more here.

Jan 20, 2025 · The firm also raised price targets for Broadcom (to $260 from $205) and Marvell (to $150 from $115), emphasizing the AI semiconductor market's path to exceeding $1 trillion by 2030.

Jan 20, 2025 · Barclays Bank forecasts that by 2025, Marvell Technology (MRVL) and NVIDIA (NVDA) will lead the AI semiconductor sector. Broadcom (AVGO), Credo Technology (CRDO . ... Barclays raised Broadcom's target stock price from $205 to $260, Marvell's from $115 to $150, and upgraded Lumentum to "overweight" with a target price of $125. ...

Jan 20, 2025 · Barclays predicts that by 2025, Marvell Technology (MRVL.US) and Nvidia (NVDA.US) will be the leaders in the AI semiconductor space. Broadcom (AVGO.US), Credo Technology (CRDO.US) and undervalued Lumentum Holdings (LITE.US) are also seen favorably.Analysts led by Tom O'Malley at Barclays said: "Nvidia's GPU sales are expected to reach nearly $100bn in 2024, and we expect it to grow to ~$160bn ...

Nov 18, 2024 · Barclays analysts gave a review of the chip industry and talked about Nvidia's (NVDA, Financials) Blackwell ramp, Apple's (AAPL, Financials) plans to cut iPhone production, and wider market...

Jan 20, 2025 · Requirements include using U.S.-manufactured semiconductors, adhering to labor standards, and ensuring AI safety and national security. Agencies will streamline permits, upgrade energy...

Jan 20, 2025 · Barclays analyst Tom O’Malley raised Nvidia’s (NASDAQ:NVDA) price target to $175 from $160, maintaining an Overweight rating as part of its 2025 outlook for the semiconductor sector.

Nov 18, 2024 · With less development than expected by market forecasts, Barclays anticipates wafer fab equipment investment to reflect these constraints. Based on Barclays' research, the semiconductor sector shows mixed development possibilities …

“A frown turned upside down,” analysts at Barclays wrote in a Monday report as they detailed an outlook for semiconductor companies into 2023—one that is “getting more positive” with upgrades...

Marvell Technology (NASDAQ:MRVL) and Nvidia (NASDAQ:NVDA) arise as leaders in artificial intelligence semiconductor firms in 2025, according to an extensive outlook by Barclays.