마벨 10-Q 위험요인 변화

이전
These penalties may be expensive and could harm our financial results.We have in the past and may in the future, experienced a number of industry-wide supply constraints. These supply challenges have in the past, and ma…

이번
These penalties may be expensive and could harm our financial results.We are currently in a supply constrained environment. These supply challenges have limited our ability to fully satisfy demand for some of our produc…

이전
In addition, a vulnerability could be introduced from the result of our or our customers and business partners incorporating the output of an AI tool, such as AI generated source code or configurations, that are insecur…

이번
AI-generated or manipulated audio, video or other content may also be used to impersonate our employees, executives, customers, suppliers or other business partners, facilitate fraud or obtain unauthorized access to our…

이전
If we need to utilize alternate manufacturing facilities, either in Taiwan or elsewhere, we could experience significant expenses and delays in product shipments, which could harm our results of operations.45Table of Co…

이번
If we need to utilize alternate manufacturing facilities, either in Taiwan or elsewhere, we could experience significant expenses and delays in product shipments, which could harm our results of operations.Supply Constr…

이전
These transitions are imperative for us to be competitive with the rest of the industry and to target some of our product development in high growth areas to these advanced nodes, which has resulted in significant initi…

이번
These transitions are imperative for us to be competitive with the rest of the industry and to target some of our product development in high growth areas to these advanced nodes, which has resulted in significant initi…

이번
For example, AI-related data center deployment may happen more slowly than our customers or the market anticipate if developers face labor shortages, supply chain bottlenecks, power and water procurement constraints, pe…

이전
Sales shipped to customers with operations in Asia represented approximately 83% and 74% of our net revenue in the three months ended May 2, 2026 and May 3, 2025, respectively.We also have substantial operations outside…

이번
Sales shipped to customers with operations in Asia represented approximately 84% and 76% of our net revenue in the three months ended August 1, 2026 and August 2, 2025, respectively.We also have substantial operations o…

이번
In July 2026, bipartisan AI oversight legislation was introduced, which could establish U.S. government oversight over “cutting-edge AI models” in a manner that may encompass our products.

이전
If we lose or experience a significant reduction in sales to any of these key customers, if any of these key customers experience a significant decline in market share, or if any of these customers experience significan…

이번
If we lose or experience a significant reduction in sales to any of these key customers, if any of these key customers experience a significant decline in market share, or if any of these customers experience significan…

이전
See also, “Adverse changes in the political, regulatory and economic policies of governments in connection with trade with China and Chinese customers have reduced the demand for our products and damaged our business” a…

이번
See also, “Adverse changes in the political, regulatory and economic policies of governments in connection with trade with China and Chinese customers may reduce the demand for our products and damage our business” and …

이전
In addition, our assembly, testing and packaging partners may be single sourced and it may be difficult for us to transition to other manufacturing partners for these services.In order to secure sufficient capacity when…

이번
In addition, our assembly, testing and packaging partners may be single sourced and it may be difficult for us to transition to other manufacturing partners for these services.47Table of ContentsIn order to secure suffi…

이전
If we cannot retain or attract distributors or manufacturers’ representatives, or if any of our distributors or manufacturer’s representatives are unsuccessful in marketing and selling our products or terminate their re…

이번
If we cannot retain or attract distributors or manufacturers’ representatives, or if any of our distributors or manufacturer’s representatives are unsuccessful in marketing and selling our products or terminate their re…

이전
Export restrictions reducing our sales of products to China, have in the past and may in the future adversely impact our revenues, profits and results of operations.In 2025, U.S. government interactions with U.S. semico…

이번
In 2025, U.S. government interactions with U.S. semiconductor companies implied that as a condition to obtaining and maintaining export licenses for certain products and technologies destined for China, they remit to th…