公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 theregister 。 像 AMD 这样的芯片供应商可能正在缩小与 Nvidia 在 GPU FLOPS、内存带宽和 HBM 容量方面的差距，但如果没有 NVLink 和 NVSwitch 等高速互连和交换机，他们扩展性能的能力仍然有限。 这些技术使 Nvidia 能够构建拥有 72 个 GPU 的机架级系统，而英特尔和 AMD 仍停留在 8 个 GPU 的水平。为了突破这 一限制，许多业内人士纷纷支持新兴的 Ultra Accelerator Link (UALink)协议，这是 Nvidia NVLink 的开放替代方案。 但并非所有人都认同新协议的必要性，也并非所有人都愿意等待首款 UALink 硬件的流片。作为 UALink 联盟的创始成 员，博通如今认为以太网完全有能力更快地完成这项工作。 博通Tomahawk产品线经理Pete Del Vecchio告诉El Reg ： "在网络的各个部分采用相同的技术会带来巨大的好处。在监 控、遥测和调试工具方面，使用以太网有很多好处。这就是为什么我们认为UALink不会消失。" 博通目前还 ...

Broadcom Inc. (AVGO) closed at $280.94 in the latest trading session, marking a +1.94% move from the prior day. The stock outpaced the S&P 500's daily loss of 0.4%. At the same time, the Dow lost 0.98%, and the tech-heavy Nasdaq gained 0.18%. The chipmaker's shares have seen an increase of 9.32% over the last month, surpassing the Computer and Technology sector's gain of 6.34% and the S&P 500's gain of 4.97%.Analysts and investors alike will be keeping a close eye on the performance of Broadcom Inc. in its ...

Group 1 - The article highlights the significance of tracking U.S. Congress members' stock transactions as potential indicators for market movements, particularly focusing on Nancy Pelosi's investments in technology stocks [1][2][3] - Broadcom Inc. is identified as a key player in the semiconductor industry, benefiting from the U.S.-China AI race, which is expected to drive demand and investment in the sector [3][6] - Nancy Pelosi has been holding 20,000 call options on Broadcom, indicating her strong conviction in the stock's future performance, especially as it recently reached a 52-week high [4][10] Group 2 - The decision to exercise call options rather than sell them for profit suggests Pelosi's belief in further upside potential for Broadcom, with her investment estimated between $1 million and $5 million [5][10] - The U.S. government's planned $70 billion investment in AI and semiconductor production positions Broadcom favorably to capitalize on this funding [6][7] - Analysts have set a consensus price target of approximately $290 for Broadcom, with some forecasts reaching as high as $400, indicating a potential upside of 43% from current levels [9][10] Group 3 - Broadcom's current P/E ratio stands at 105.2, significantly higher than the average of 33.1 for the computer sector, reflecting the market's willingness to pay a premium for high-growth potential [10][11] - The article suggests that the upcoming government spending and investment could provide a substantial catalyst for Broadcom's stock performance, making it a potential addition to investors' portfolios [12]

Group 1 - Nvidia has reached a market capitalization of $4 trillion, becoming the first company to achieve this milestone, and is driving the Nasdaq Composite to record highs with potential resumption of AI chip sales to China [1] - Advanced Micro Devices Inc (AMD) and Broadcom Inc (AVGO) are benefiting from Nvidia's performance, with AMD shares up 6.9% and AVGO shares up 2.2% [2][3][4] - AMD's stock has increased 29.9% year-to-date, with significant call options activity indicating bullish sentiment [3] Group 2 - Broadcom's stock has gained over 63% in the last 12 months, reaching a record high of $283.36 [4] - The 20-day moving average has provided consistent support for Broadcom's stock since April [4] - Short-term options traders show a bearish lean towards Broadcom, suggesting potential for unwinding pessimism to create additional upward momentum [5]

Core Viewpoint - Wall Street analysts project Broadcom (NASDAQ: AVGO) will trade just below $300 in the next 12 months, driven by increasing demand in the AI sector [1][4]. Group 1: Stock Performance - AVGO has recovered from an early April dip, with year-to-date gains of 21%, and is currently valued at $281.01, reflecting a nearly 2% increase in the past 24 hours [1]. - The stock gained momentum following strong Q2 2025 results, with revenue rising 20% year-over-year to a record $15 billion, slightly exceeding estimates [3]. Group 2: Revenue and Growth Projections - Q3 revenue is projected at $15.8 billion, with AI chip sales expected to reach $5.1 billion, marking a continuation of a 10-quarter growth streak [3]. - Analysts expect AI to account for over 40% of Broadcom's business by 2026, indicating significant growth potential in this sector [7]. Group 3: Analyst Ratings and Price Targets - AVGO holds a consensus rating of 'Strong Buy' from 30 analysts, with 28 rating it a 'Buy' and two maintaining a 'Hold' [4]. - The average 12-month price target is $299.23, suggesting a 6.44% upside from the current level [4]. - Oppenheimer's Rick Schafer raised his price target from $265 to $305, citing expanding earnings potential and a defensible technology portfolio [6]. - Goldman Sachs analyst James Schneider initiated coverage with a 'Buy' rating and a $315 price target, highlighting Broadcom's strong position in infrastructure software [7]. - Mizuho analyst Vijay Rakesh raised Broadcom's price target from $310 to $315, maintaining an 'Outperform' rating due to strong momentum in AI and expectations for industry-leading margins [8].

② 创业板领涨， 新易盛(+20.00%)/鼎捷数智(+20.00%)/中际旭创(+16.68%)/ ③科创板领涨， 仕佳光子(+13.55%)/致远互联(+10.85%)/海天瑞声(+8.87%)/ ④活跃子行业， SW通信网络设备及器件(+9.61%)/SW印制电路板(+6.77%)/ 国内新闻 ① 艾邦半导体网，天岳先进与舜宇奥来达成SiC合作/天岳先进表示/凭借稳 定的交付能力和领先的技术优势/致力于通过产品帮助客户解决问题/此次和 舜宇奥来的合作/将助力碳化硅衬底材料在光学领域的应用/开拓一个新兴的 蓝海市场/ ② 半导纵横，台积电在美二期投资中的重头项目/TSMC Arizona 的两座先 进 封 装 设 施 目 标 于 2028 年 动 工 / 分 别 计 划 导 入 SoIC 和 CoPoS 技 术/CoPoS 可视为目前热点技术 CoWoS 的迭代版本/其采用面板 / 基板取 代 CoWoS 中的晶圆/边角利用效率更高/单次封装面积能扩展到更大/ ③MicroLEDDisplay，智能眼镜企业影目科技宣布/公司完成超1.5亿元B2轮 融资/本轮融资资金将重点用于影目科技下一代产品研发/AI核 ...

以下文章来源于全球半导体观察 ，作者竹子 据外媒消息报道，该谈判在过去数月陷入停滞，核心矛盾集中在三方面。 全球半导体观察 . TrendForce集邦咨询旗下全球半导体观察官方订阅号，专注于半导体晶圆代工、IC设计、IC封测、 DRAM、NAND Flash、SSD、移动装置、PC相关零部件等产业，致力于提供半导体产业资讯、行情报 价、市场趋势、产业数据、研究报告等。 来源 | 全球半导体观察 7月14日，美国芯片巨头博通（Broadcom）正式确认，终止原定投资约10亿美元、在西班牙建 设半导体后端封测工厂的计划。该项目自2023年7月对外公布后，曾被欧盟与西班牙政府视为欧 洲"独有"的大型封装测试据点，如今却因双方 谈判破裂而搁浅，标志着欧盟扩大本土芯片产能的 蓝图遭遇挫折。 西 班 牙 十 亿 美 元 芯 片 工 厂 计 划 喊 停 公开资料显示，2023年7月，博通CEO查理·卡瓦斯宣布响应欧盟《芯片法案》，拟在西班牙兴建 一座专注先进封装与测试的工厂，预计投资额10亿美元，若落成，将成为欧洲大陆首座后端设 施。西班牙政府原计划从欧盟新冠疫情后复苏基金中拨出120亿欧元，用于补贴半导体行业，其 中部 ...

Group 1 - The article focuses on Broadcom (NASDAQ: AVGO) as one of the best-performing stocks on the author's Buy List [1] - The author emphasizes a data-driven analysis approach, leveraging extensive experience in equity research and private equity [2] - The goal is to provide actionable insights for investors, with a commitment to publish new analyses weekly [2] Group 2 - The author has no current stock or derivative positions in any mentioned companies but may initiate a long position in AVGO within 72 hours [3] - The article expresses the author's personal opinions and is not compensated beyond Seeking Alpha [3] - Seeking Alpha clarifies that past performance does not guarantee future results and that the views expressed may not reflect the platform's overall stance [4]

华创证券指出，博通近期策略会议释放信号显示AI推理需求已进入快速放量阶段，且仍处于上升 通道初期，超出当前产能的需求增长可能推动产业系统性重估。AI推理需求显著超预期，当前需求已 超出现有产能，且未计入博通此前对2027年市场规模的预测，预示未来盈利存在上修可能。博通明确 AI推理负载对高带宽、低延迟网络提出更高要求，网络产品营收占比持续提升，当前AI系统中计算与 网络设备支出比例约为3:1。海外算力产业链已形成完整闭环，博通指引超预期印证AI投资加码逻辑， 光模块等环节受益于高速光互联技术迭代。 通信ETF跟踪的是通信设备指数，该指数由中证指数有限公司编制，从A股市场中选取涉及通信网 络基础设施、通信终端设备等领域的上市公司证券作为指数样本，以反映通信设备行业相关上市公司证 券的整体表现。该指数具有显著的行业集中度和技术导向特征，能够较好地体现通信设备板块的市场走 势。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： n ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 eet 。 由于谈判破裂，博通本月取消了计划在西班牙投资 10 亿美元建设 ATP 工厂的计划，这表明该机会主义项目并非其全球战 略的核心。 该工厂是在西班牙经济复苏和转型战略项目（PERTE Chip）下推动的，于 2023 年夏季宣布，涉及一个后端半导体制造工 厂——专注于最终组装和测试阶段——成本超过 10 亿美元。 然而，博通与西班牙政府之间的谈判去年陷入僵局，而唐纳德·特朗普重返总统职位似乎给该项目带来了最后一击。 这一决定将被视为对西班牙成为欧洲微芯片行业重要参与者的雄心的"重大"打击。西班牙政府曾表示，将动用部分欧盟疫 情救助资金，为半导体和微芯片行业拨款140亿美元。 博通的决定反映了今年以来的一种趋势，几家领先的芯片制造商修改并缩减了在欧洲的投资计划。 据 彭 博 社 报 道 ， 英 特 尔 去 年 年 底 推 迟 了 位 于 德 国 马 格 德 堡 的 芯 片 工 厂 建 设 计 划 ， 而 Wolfspeed 和 德 国 汽 车 供 应 商 ZF Friedrichshafen AG则宣布终止在德国的扩建计划。 然而，尽 ...