High -conductive arrows like Nvidia Corp. Nasdak: nvda Some of the biggest winners of the market have been in the past few years. However, even the marches supported by strong essentials need a break from time to time. Although the stock is still 32 % this year, it is traded flat for more than a month as the AI rally hit a barrier.
NVDA has already overcomed the bears this year, but a few other semiconductor shares were not very fortunate. Here are three chips companies struggling in 2025 despite the broad winds of the sector, and evaluate their prospects with the approaching 2026.
Texas Instruments: Customs tariff fears bypass optimistic profits reports
Texas tools today
Texas tools
As of 11/09/2025 04:00 pm
- 52 weeks
- 139.95 dollars
▼
221.69 dollars
- Profit
- 2.95 %
- P/E ratio.
- 33.76
- The target price
- 211.90 dollars
The problems of customs tariffs were at the forefront of TXN’s ideas throughout the year, causing the stock in the manufacture of semiconductors despite the positive profit reports in the first quarter and Q2. Unlike many of the most prominent semiconductors, Texas Instruments Inc. Nasdak: TXN It only derives a small part of its revenue from artificial intelligence and data centers.
The company focuses more on the analog chips used in the sectors facing the consumer, such as cars and industries. Industry and cars sectors were very vulnerable to customs tariffs, especially cars manufacturers with interlocking supply chains such as Ford and Granur Motors.
Even the upper and lower profits, does not distribute the profits in the Q1 and Q2 this year did not feed a gathering; In fact, the stock has decreased about 10 % in the past three months. One of the causes of pessimism despite the growth of profits Front loading tariff.
Many TXN customers in the sectors of cars and industrial stored chips in the first half of the year, which enhances sales but somewhat artificial. Executive officials have drawn a cautious picture during group calls so far this year, which suggests that the customs tariff continues to influence the company’s final result. The CEO of Haviv ILAN has announced that the third -quarter sales guidelines range between 4.45 billion dollars and $ 4.8 billion, considered to be the functions of the innate projection.
Because of this focus, the broad wind in the semiconductor industry did not reach TXN sails. As long as the US -Chinese trade relations remain tense, the company’s expectations will be subject to geopolitical warnings.
Interestingly, any slowdown in the AI Capex spending can become the back wind of TXN since its business model does not depend on sales for my surplus wins.
Marvell Technology: Godance Pors Spooks Investors
Marvell Technology today
Marvell Technology
As of 11/09/2025 04:00 pm
- 52 weeks
- 47.08 dollars
▼
127.48 dollars
- Profit
- 0.36 %
- The target price
- 90.50 dollars
Unlike Texas Instruments, Marvel Technology Group Ltd. Nasdak: mrvl It is the depth of the knee in the area of the artificial intelligence data center, as it provides chips for many of the most prominent players. I recently got rid of the weak auto department to focus more on building the data center, and its revenues rose to $ 2.01 billion in the second quarter, which represents an increase of 57 % on an annual basis.
Of course, the stock decreased nearly 40 % YTD, including 13 % decreased last month. What causes terror among investors? Bad guidelines and huge evaluation.
Marvell issued the Q2 2026 financial profit report after the market was closed on August 28, as it was submitted directly at the price of 67 cents per share. However, the revenues lost the expectations of analysts by $ 3 million, and executives aim to expect during the collective call.
CEO Mort Murphy expected another record in revenue near $ 2.06 billion in the q3 2026 fiscal year, which represents 36 % growth on an annual basis. However, Murphy warned that the data center revenue (which represents 70 % of the company’s sales) will be sequentially flat in the Q3, a statement expected investors who expect another ambitious goal.
The shares decreased by 18 % in the wake of the profit report, and nine different analysts reduced their price goals.
Many analysts now see Marvell who is behind his heavy competitors such as NVIDIA and Broadcom Inc. Nasdak: AVGOAnd its evaluation is highly high in profits forward 73 times.
Despite these opposite winds in the short term, MRVL shares still serve as consensus based on 33 Wall Street research analysts, with an average target price of $ 90.50, which is more than 30 % higher than the current market price. Looking at how AI Capex continues to grow significantly, the current Marvell weakness can be the opportunity to buy.
On semiconductor: margins under pressure from car staging
On semi -conductors today
On the semi -conductors
As of 11/09/2025 04:00 pm
- 52 weeks
- $ 31.04
▼
76.06 dollars
- P/E ratio.
- 45.81
- The target price
- $ 56.68
On the semiconductor company Nasdak: Ali He faces a dilemma similar to Texas tools. While the company sells chips to many car industries, mobile phones and consumption, it does not derive severely from the artificial intelligence fountain like companies such as Marvel.
Diversification is never bad, but alcohol does not drink from the fountain of artificial intelligence as much as its peers in the industry. In addition, its margins are pressed due to the fragile performance in the car section, and the arrow has decreased by more than 20 % YTD. A closer look at profit news reveals the reasons behind the decline.
On the semi -conductors that released Q2 2025 profits before the opening of the market on August 4, the crowd was not fully wandering in the data. Revenue of $ 1.47 billion was sufficient to exceed expectations, but the arrow profit numbers were slightly wrapped, and Yoy sales decreased by more than 15 %.
The analog company chips need the prosperous electric vehicle market to advance growth. However, the overall opposite winds (such as the end of the tax credit) and the inventory news force the executives to be careful with the guidance. Car revenue for a quarter reached 733 million dollars, a 4 % decrease from the first quarter.
The Q2 report also highlighted a decrease at the 240 -founding point in the total margin of the previous quarter, as the operating margin decreased 90 bits per second to 17.3 %. While Q3 guidelines are in line with expectations, the analyst’s reaction has been mixed, and the stock is still a consensus based on 26 assessments. Until the auto industry shows steady growth, the stocks will struggle to find their feet.
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