科技股普遍下跌。 | ▽ 筛选 | | 最新价 = | 涨跌幅 = □ | | --- | --- | --- | --- | | 安谋 | | 119.15 | -4.20% | | US ARM | | | | | Applovin Corporation | | 660.55 | -2.16% | | US APP | | | | | 美光科技 | | 233.70 | -1.60% | | us MU | | | | | 高遵 | | 176.60 | -1.48% | | us QCOM | | | | | 台积电 | | 285.04 | -0.94% | | us TSM | | | | | 阿斯麦 | | 1077.86 | -0.92% | | US ASML | | | | | 英特尔 | | 37.32 | -0.51% | | US INTC | | | | | 博通 | | 338.20 | -0.48% | | US AVGO | | | | | 赛富时 | | 253.58 | -0.39% | | us CRM | | | | | 苹果 | W | 273.73 | -0.14 ...

Key Takeaways ARM stock has fallen 13% over the past year, underperforming the industry's growth of 36%.ARM's dual-sided network effect ties developers and hardware makers, reinforcing its dominance in mobile CPUs.Earnings and sales are forecast to grow through fiscal 2027, but valuation remains above industry averages.Shares of Arm Holdings plc (ARM) have declined 13% over the past year against the industry’s 36% growth. The decline raises a key question: will the fall continue, or is a rebound imminent? L ...

Key Takeaways Arm is emerging as the backbone of efficient AI computing from edge devices to data centers.Neoverse V-Series CPUs and Meta collaboration highlight Arm's push into advanced AI infrastructure.Arm's stock is up 14.5% YTD, trades at 27x forward sales, and fiscal 2026 estimates have risen.Arm Holdings plc (ARM) is no longer just a chip architect; it has become the backbone of energy-efficient AI computing, shaping how intelligence scales from tiny edge devices to hyperscale data centers. Its RISC- ...

格隆汇12月8日丨美股大型科技股盘前涨跌不一，特斯拉跌超1%，苹果跌0.26%，Meta跌0.17%，谷歌 跌0.09%；奈飞、Arm涨近1%，英伟达涨0.28%，亚马逊涨0.35%，微软涨0.11%。 ...

Investment Rating - The report does not explicitly state an overall investment rating for the semiconductor industry or specific companies within it Core Insights - The semiconductor industry is experiencing a significant AI super cycle, with companies like AMD expecting substantial growth in AI workloads and custom ASICs capturing 20-25% of the total addressable market [2][15] - KLAC anticipates growth in its TSMC business and higher investment from INTC, indicating a positive outlook for memory and advanced packaging sectors [3][16] - CoreWeave reports an "insatiable" demand for compute resources, highlighting the shift in AI workloads from training to more compute-intensive inferencing [17] - ARM is making strides in data center CPU development, with expectations of increased revenue opportunities through its CSS model [5][18] - MCHP has raised guidance due to strong order flow and backlog, indicating robust demand across multiple sectors [6][19] - INTC is cautious about supply constraints peaking in 1Q26, while also seeing increased demand driven by AI applications [9][20] Summary by Company AMD - AMD is in a ten-year AI super cycle, expecting significant capital deployment from large companies [2] - The company anticipates multiple GW-scale customers beyond OpenAI, indicating strong market confidence [15] KLAC - KLAC expects low to mid-single-digit growth in C1H:26 due to memory pull-ins and reassured investors about N2 monetization continuing into C2026 [3][16] CoreWeave - CoreWeave's backlog is approximately 55 billion, indicating a strong demand for AI compute resources [17] ARM - ARM is progressing on a data center CPU chip for a major customer and sees significant revenue potential through its CSS model [5][18] MCHP - MCHP reported phenomenal orders in November and expects CQ1 to be significantly above normal seasonal levels [6][19] INTC - INTC reiterated that supply constraints are expected to peak in 1Q26, with a focus on AI-driven demand for CPUs [9][20] PI - PI sees growth from deeper apparel adoption and logistics deployments, with a focus on improving gross margins [10][21] AMBQ - AMBQ's customer base is stable, with expectations for diversified growth in 2027 [11][22] ENTG - ENTG is focused on improving gross margins and may consider consolidating capacity to enhance sentiment [12] SMTC - SMTC is optimistic about its CopperEdge ramp and the adoption of LPO technology among hyperscalers [13][23] Anthropic - Anthropic is constrained by compute capacity, indicating strong demand for AI resources [14] Impinj - Impinj is focused on expanding its RAIN market presence, with significant growth opportunities in logistics and food sectors [21] Semtech - Semtech is preparing for a ramp in its ACC technology to support major hyperscaler deployments [23]

近日，芯片设计公司Tenstorrent在上海推出其高性能RISC-V处理器。这家公司由硅谷知名芯片设计师Jim Keller领 导，在中国推进相关业务的合作方包括了Arm中国前董事长吴雄昂。 吴雄昂离开Arm中国董事长职位的时候，与Arm公司不欢而散。此后他扎进了RISC-V赛道，这一开源生态被全球 开发者寄望能与Arm、x86三足鼎立。他近日接受第一财经采访时表示："个人电脑时代x86是王者，移动时代Arm 是王者。到AI时代，我认为这个王者就是RISC-V。" Arm的挑战者们 12月4日，Tenstorrent在上海推出处理器TT-Ascalon。同时，Tenstorrent与CoreLab建立合作关系，推动中国用户的 设计优化、采用并快速部署其IP。 RISC-V是一种开源指令集架构，其他两种被广泛使用的指令集架构是x86和Arm。英特尔与AMD拥有的x86架 构，与微软的视窗系统结合，主导着电脑操作系统；Arm的发展同样根深蒂固，它与安卓系统结合，几乎统治了 移动互联网的底层系统。 "我们快进几年，大模型就是OS（操作系统），机器人就是我们现在的智能手机，RISC-V就是我们未来的架 构。" RI ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

South Korea's industry ministry and SoftBank Group Corp.’s (OTC:SFTBY) (OTC:SFTBF) chip unit, Arm Holdings Plc (NASDAQ:ARM) , signed an agreement to boost the country's semiconductor and artificial intelligence sectors, a presidential policy adviser announced Friday. • ARM Holdings stock is gaining positive traction. Why is ARM stock advancing?Under the memorandum of understanding, Arm will establish a chip design school in South Korea to leverage its expertise, official Kim Yong-beom told reporters.The pro ...

Group 1 - South Korea's industry ministry and SoftBank's chip unit, Arm Holdings, have signed an agreement to enhance the semiconductor and Artificial Intelligence sectors in South Korea [1]

We came across a bullish thesis on Arm Holdings plc on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on ARM. Arm Holdings plc's share was trading at $135.01 as of December 1st. ARM’s trailing and forward P/E were 173.79 and 77.52 respectively according to Yahoo Finance. Egorov Artem/Shutterstock.com Arm Holdings (ARM) is a British semiconductor and software design company whose technology underpins nearly all smartphones and billions of ...