EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersFXEmpire is owned and operated by Empire Media Network LTD., Company Registration Number 514641786, registered at 7 Jabotinsky Road, Ramat Gan 5252007, Israel. The content provided on this website includes general news and publications, our personal analysis and opinions, and materials provided by third parties. This content is intended for educational and research purposes only. It does not constitute, and should not be interpreted a ...

Accessible version 更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 US Semiconductors Valley voices 2026: strong demand visibility, constrained supply Industry Overview Solid tone on AI benefits, limited macro concerns We hosted a well-attended investor tour in San Jose earlier this week in conjunction with NVDA's GTC tradeshow, meeting senior management at major computing and semicap companies including AVGO, AMD, INTC, AMAT, CDNS, and NVDA. Overall company tone positive given continued, multi-year cloud imperative to invest ...

on 23-Mar-2026 23 March 2026 Global Semiconductors and Semiconductor Capital Equipment Global Semiconductors and Semicap: Do you believe in Elon? Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com Mark Li +852 2123 2645 mark.li@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Yipin Cai, CFA +852 2123 2669 yipin.cai@bernsteinsg.com Juho Hwang + ...

Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive? - 24/7 Wall St. S&P 5006,550.40 -0.78% Dow Jones46,165.30 -0.67% Nasdaq 10023,961.20 -0.98% Russell 20002,507.79 -1.06% FTSE 1009,984.40 -1.30% Nikkei 22553,094.50 -1.43% Stock Market Live March 26, 2026: S&P 500 (SPY) Slips on Oil Again Investing Advanced Micro Devices Retreats After a 7% Rally: Can the Linux CIQ Partnership Keep AMD Competitive? By David MoadelPublished Mar 26, 9:19AM EDT Quick Read Ad ...

Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD) both closed fiscal year 2025 with Q4 earnings that tell very different stories. Intel is fighting to rebuild credibility around its manufacturing ambitions and AI positioning while AMD is executing at pace, turning a once-niche challenger into a genuine data center powerhouse. Quick Read Intel (INTC) posted Q4 revenue of $13.67B (+2.14% vs. estimate) with Data Center up 9% to $4.74B, but foundry losses hit $2.51B in Q4 alone; AMD (AMD) crushed ...

Advanced Micro Devices Inc (NASDAQ:AMD) shares are trading lower on Thursday morning. The stock is retreating after a 7.26% rally on Wednesday.This volatility follows reports of looming price increases across the processor market.Price Hikes On The HorizonThe semiconductor sector faces renewed pressure as shortages move beyond memory into processors.AI Demand Crowds Out CPUsMarket Sentiment And RisksGeopolitical risks and material shortages, such as helium used in fabrication, continue to weigh on the broad ...

The artificial intelligence (AI) infrastructure market is booming, and Nvidia remains king. However, as the world's largest company, its stock may not have as much upside as some others in the space. Let's look at three AI stocks that could outperform it over the next few years. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Image sou ...

记者丨金珊 编辑丨黎雨桐 3月26日， 欧洲主要股市集体低开低走，截至发稿， 欧洲斯托克50指数跌1.3%， 德国DAX指数跌1.49%，英国富时100指数跌1.1%，法国 CAC40指数跌0.97%。 | 英国富时100 | 法国CAC40 | 德国DAX | | --- | --- | --- | | 9996.16 | 7770.65 | 22614.49 | | -110.68 -1.10% -75.90 -0.97% -342.59 -1.49% | | | | 意大利MIB | 俄罗斯MOEX | 欧洲STOXX50 | | 43535.36 | 2828.31 | 5576.01 | | -477.93 -1.09% -11.83 -0.42% | | -73.32 -1.30% | 美国股指期货全线下挫，截至发稿， 道琼斯指数期货跌0.66%，纳斯达克100指数期货跌0.86%， 标普500指数期货跌0.73%。 美股科技巨头盘前普跌，特斯拉、英伟达、脸书均跌超1%。 美股芯片概念盘前集体走弱， 其中，存储板块跌幅较大，闪迪跌近4%，美光科技、西部数据跌近3%，希捷科技跌超2%。此外， 英特尔 ...

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根据白宫声明，PCAST的核心工作，是研判人工智能等新兴技术为美国劳动力市场带来的机遇与挑战，保障美国民众在"创新黄金时代"实现发展。 国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 3月26日消息，特朗普政府正式宣布成立总统科学技术顾问委员会，并公布首批13名业界顾问名单，这支被外界称为美国AI"梦之队"的顾问团，将专门围 绕人工智能政策及前沿科技议题为白宫提供决策参考。 该委员会由白宫人工智能与加密货币事务主管戴维・萨克斯、总统科学顾问迈克尔・克拉齐奥斯共同担任联合主席。 首批成员囊括全球科技行业核心人物，包括Meta首席执行官马克・扎克伯格、甲骨文执行董事长拉里・埃里森、英伟达首席执行官黄仁勋、谷歌联合创 始人谢尔盖・布林、戴尔创始人迈克尔・戴尔、AMD首席执行官苏姿丰等。按照规划，委员会成员上限为24人，后续美方将公布增补人选及委员会首次 会议安排。 第一步：扫描下方二维码，关注国芯网微信公众号。 当前美国AI治理面临多重争议，AI应用监管、数据中心建设与能源消耗、国家算力资源调配等均为棘手议题。 不久前，参议员伯尼・桑德斯与众议员亚历山 ...