Şunun için etiket arşivi: macroeconomic uncertainty

Marvell Technology, a major player in networking and custom AI chips, announced Tuesday it is postponing its upcoming investor day due to what it called a “dynamic macroeconomic environment,” citing ongoing global trade tensions and economic uncertainty. The decision spooked investors, sending Marvell shares down more than 6% in after-hours trading.

The company also narrowed its Q1 fiscal 2026 revenue guidance, now expecting approximately $1.875 billion, within a tighter range of ±2%, compared to its prior forecast of ±5%. The midpoint of the outlook remains unchanged.

The announcement comes as semiconductor and computing firms navigate turbulent waters driven by shifting U.S. trade policy under President Donald Trump. Although Trump paused a sweeping new import tariff plan for 90 days starting April 9 to allow negotiations, a baseline 10% tariff and additional duties on key partners remain in place, impacting global supply chains and corporate planning.

Marvell’s COO Chris Koopmans previously stated that tariffs had not yet affected the company’s data center segment, but broader concerns linger industry-wide. Nvidia recently warned of a $5.5 billion impact due to U.S. export restrictions on AI chips bound for China, while ASML raised caution over its future sales outlook.

The postponement of Marvell’s investor day suggests the company may be waiting for greater clarity on trade policies and economic stability before providing long-term strategic updates to shareholders.