"Riding" the wave of NVIDIA, stock prices soar as Nawei Semiconductor is downgraded by Deutsche Bank
Deutsche Bank downgraded the rating of Nuvoton Technology from "Buy" to "Hold" due to valuation concerns. After announcing a partnership with NVIDIA to develop the next-generation 800V HVDC architecture for artificial intelligence factories, Nuvoton Technology's stock price has risen by about 250% over the past month. Deutsche Bank analyst Ross Seymore stated that while this partnership is not exclusive and may boost Nuvoton Technology's data center revenue, it is unlikely to materialize in the short term. Looking ahead to 2026 and 2027, Seymore expects Nuvoton Technology's data center revenue to jump from approximately $10 million in 2025 to $30 million and $45 million. Seymore added, "In the long run (around 2027 and beyond), we believe the total addressable market (TAM) could be very large/attractive (with potential value reaching hundreds of millions), and the partnership with NVIDIA increases the likelihood of Nuvoton Technology capturing a significant share." As of Tuesday's market close, Nuvoton Technology fell 4.59% to $6.86. The stock has risen 92% year-to-date
According to the Zhitong Finance APP, Deutsche Bank downgraded the rating of Nuvoton Technology (NVTS.US) from "Buy" to "Hold" due to valuation concerns. After announcing a partnership with NVIDIA (NVDA.US) to develop the next-generation 800V HVDC architecture for artificial intelligence factories, Nuvoton's stock price has risen by about 250% over the past month. Deutsche Bank analyst Ross Seymore stated that while this partnership is not exclusive and may increase Nuvoton's data center revenue, it is unlikely to materialize in the short term.
Looking ahead to 2026 and 2027, Seymore expects Nuvoton's data center revenue to jump from approximately $10 million in 2025 to $30 million and $45 million. Seymore added, "In the long run (around 2027 and beyond), we believe the total addressable market (TAM) could be very large/attractive (with potential value reaching hundreds of millions), and the partnership with NVIDIA increases the likelihood of Nuvoton capturing a significant share."
As of Tuesday's market close, Nuvoton's stock fell 4.59% to $6.86. The stock has risen 92% year-to-date
