The Zacks Analyst Blog Highlights Marvell Technology, Amtech Systems, NVIDIA and …

Chicago, IL – March 12, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Marvell Technology MRVL, Amtech Systems ASYS, NVIDIA NVDA and Taiwan Semiconductor Manufacturing Co. TSM.

Here are highlights from Tuesday’s Analyst Blog:

The semiconductor industry, which is characterized by its cyclical nature, is once again on the verge of an uptrend, driven by the artificial intelligence (AI) revolution. AI is experiencing a massive surge of use cases in finance, automotive, healthcare, manufacturing, advertising technology, agriculture, cybersecurity and even semiconductor designing.

Semiconductor chips like high-performance graphics processing units, tensor processing units, neural processing units, and application-specific ICs are used for speeding up the training process of deep learning, machine learning (ML), and other AI-based tasks requiring large-data processing. These factors have contributed to a huge market opportunity for companies like Marvell Technology, Amtech Systems, NVIDIA and Taiwan Semiconductor Manufacturing Co., which produce these high-performance semiconductor products.

AI applications depend on vast databases capable of delivering large volumes of information rapidly, making them highly reliant on data center services. Microchips, including high-bandwidth memory, non-volatile memory and low-power double data rate chips designed for storing and deploying large amounts of data, are also experiencing huge traction due to the AI boom.

The AI and ML boom has pushed the sales of storage and data-processing semiconductor chips up, and a report by the Semiconductor Industry Association suggests the same. Per the report, the global semiconductor market is demonstrating signs of strong growth, with a 17.9% year-over-year rise in sales in January 2025, reaching $56.5 billion during the month. This marked the ninth consecutive months of more than 17% year-over-year growth for semiconductor sales.

The momentum in semiconductor sales is forecasted to continue throughout 2025. Per a report by MarketsAndMarkets, the global semiconductor market size is estimated to reach $707 billion in 2025, reflecting a year-over-year increase of 12.5%.

Considering the growth potential, it is an ideal time for investors to invest in the semiconductor space and maximize their returns. The aforementioned stocks — NVIDIA, Marvell Technology, Taiwan Semiconductor, and Amtech Systems — are anticipated to benefit from this trend.