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![VcircleFuture Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1748036376808034304.png) V.C.F. [@VcircleFuture](/creator/twitter/VcircleFuture) on x XX followers
Created: 2025-07-16 16:58:11 UTC

Alchip ( $3661.TW ) gains ground vs Marvell ( $MRVL )in AI ASICs

📦 Trainium 3: Alchip 2M unit ramp vs MRVL 300K
🔧 T3 Lite (Marvell): Minimal upside, team reassigned
🚫 Trainium 4: No mainstream role seen for Marvell
📈 Jefferies lifts PT to NT$4,500, keeps EPS est. NT$150
🏆 Design wins seen as 3nm repeat for Alchip


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945528398522294754/c:line.svg)

**Related Topics**
[$7936t](/topic/$7936t)
[asics](/topic/asics)
[coins ai](/topic/coins-ai)
[$mrvl](/topic/$mrvl)
[$3661tw](/topic/$3661tw)
[marvell tech](/topic/marvell-tech)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/VcircleFuture/status/1945528398522294754)