The semiconductor market is cooling, with chip stocks like AMD and Marvell down sharply—but don’t panic. AI demand is still surging, and these two companies are positioned to thrive. AMD, despite a 16% dip, is gaining ground on Intel with powerful CPUs and just landed a big AI deal with Anthropic. Marvell, down 38%, is betting on custom AI chips and data center tech—key infrastructure for the AI boom. Both could rebound as AI keeps accelerating.
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