Goldman Says Marvell and Micron Are Positioned for AI's Next Wave: 5 Stocks to Consider Now - 24/7 Wall St.

Goldman Sachs recently highlighted that companies like Marvell and Micron are poised for growth amid the AI-driven wave, as demand for chips, memory, and infrastructure surges with the expansion of hy... Read original →

Goldman’s bullish stance on Marvell and Micron signals a structural shift in AI infrastructure—from isolated compute toward tightly integrated interconnect and memory architectures. Technically, NVIDIA’s NVLink Fusion and silicon photonics integration are forcing Marvell to accelerate 3nm co-packaged optics, while surging HBM4 and DDR5 demand compels Micron to lock in EUV capacity early, erecting dual tech-capacity moats. Geopolitically, tightening U.S. export controls on advanced packaging and EUV tools raise compliance costs for non-U.S. players, cementing TSMC (Taiwan, China) and Samsung’s dominance in HBM supply chains. Competitively, Broadcom may leverage custom ASICs to erode Marvell’s data center switch share, while SK Hynix challenges Micron’s pricing power via superior HBM4 yields. Over the next 12–24 months, AI capex will pivot from GPU stacking to energy efficiency, fueling long-tail demand for liquid cooling (benefiting Vertiv), near-memory computing, and optical I/O—favoring platform vendors with heterogeneous integration and system-level co-design capabilities.