英国半导体公司Alphawave股价在伦敦交易所上涨21%，此前报道称高通同意以每股183便士的价格现金 收购Alphawave。 ...

英国半导体公司Alphawave股价上涨22%，此前高通称将以约24亿美元收购该公司。 ...

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高通同意以每股183便士的价格现金收购Alphawave。（彭博） ...

Core Viewpoint - The semiconductor industry is facing significant challenges due to fluctuating tariff policies and economic uncertainty, impacting market predictions and supplier rankings [1][2]. Semiconductor Supplier Rankings Analog IC - In 2024, the top analog IC suppliers saw a decline in revenue, with only Qorvo (10% growth) and Monolithic Power Systems (21% growth) achieving increases. The top suppliers accounted for 59% of total sales [3][4]. DRAM - The DRAM market experienced an 88% growth in 2024, driven by high bandwidth memory (HBM) and the transition to DDR5. Average prices rose by 81%, while unit shipments increased by only 4%. CXMT showed the highest growth at 214% [5][6][7]. NAND - The NAND flash market grew by 69% to $66.1 billion, primarily due to price increases of 70%. Samsung maintained a 35% market share, while Solidigm's sales surged by 141% [8][9]. MCU - The MCU market declined by 22% in 2024, with NXP leading despite a 9% drop in sales. Renesas and ST also saw significant declines, while Infineon was the only supplier to grow [10][11]. MPU & APU - The MPU and APU market grew by 18.3% to $104.8 billion, with Intel and Apple leading the rankings. Qualcomm's sales increased by 28%, surpassing AMD [12][13][14]. Foundry - The global foundry market grew by 22% to $122.7 billion, driven by AI server demand. TSMC led with a 30% revenue increase, while SMIC also saw significant growth [15][16]. O-S-D - The O-S-D market declined by 9% to $91.1 billion, with major suppliers like Sony and Infineon experiencing revenue drops due to weak demand in consumer and industrial markets [17][18].

Company Performance - Qualcomm's stock closed at $147.56, reflecting a -1% change from the previous day, underperforming the S&P 500's loss of 0.53% [1] - Over the past month, Qualcomm's shares gained 3.29%, which is lower than the Computer and Technology sector's gain of 8.67% and the S&P 500's gain of 5.17% [1] Earnings Projections - The upcoming earnings report for Qualcomm is expected to show earnings per share (EPS) of $2.69, indicating a 15.45% increase year-over-year [2] - Quarterly revenue is projected to be $10.35 billion, up 10.24% from the same quarter last year [2] Full-Year Estimates - Full-year earnings are estimated at $11.81 per share, with revenue expected to reach $43.54 billion, representing year-over-year increases of +15.56% and +11.76%, respectively [3] - Recent analyst estimate revisions are seen as a positive indicator of the company's business outlook [3] Valuation Metrics - Qualcomm has a Forward P/E ratio of 12.62, which is a discount compared to the industry average Forward P/E of 25.08 [5] - The company has a PEG ratio of 1.38, compared to the Electronics - Semiconductors industry's average PEG ratio of 1.65 [6] Industry Ranking - The Electronics - Semiconductors industry ranks in the top 33% of all industries, with a current Zacks Industry Rank of 81 [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 2 、 2 场深度沙龙，助力链接当地资源 从去年开始，越来越多的芯片人开始把目光投向海外市场。在技术创新与本土竞争趋于白热化的背 景下， "出海" 成为产业升级与持续增长的新选项。 但芯片人想要做到真正出海并不容易，背后需要对终端市场、区域法规、技术趋势与产业节奏的真 正理解，真正看清趋势、理解产业、建立链接，比 "走出去"本身更重要。 因此， 9 月 4 日至 9 月 14 日 ，芯片超人决定开启 "挖掘欧洲电子领域芯动向" 德国商 务考察活动 ，实地走访德国 柏林、莱比锡、德累斯顿、斯图加特以及慕尼黑 五个城市，重点聚 焦 全球两大顶级展会： IFA 柏林国际消费电子和家电产品展览会 与 IAA 德国国际汽车及 智慧出行博览会 （简称"慕尼黑车展"） ，带大家一起走进欧洲电子产业的最前沿，实地理解消 费电子与汽车电子的真实需求与发展方向。 IFA ，源于 1924 年，作为 世界上规模和影响力最大的国际视听及消费类电子产品展览会之一 ，上一届 IF ...

Core Insights - Qualcomm has released patches addressing multiple vulnerabilities in its chips, including three zero-day vulnerabilities that may be exploited in targeted hacking campaigns [1][4] - Google's Threat Analysis Group reported these zero-days to Qualcomm in February, highlighting their potential for exploitation by cybercriminals and government hackers [1][5] - The open-source nature of Android means that device manufacturers are responsible for applying these patches, which may leave some devices vulnerable for an extended period [2][4] Vulnerability Details - The three zero-day vulnerabilities identified are CVE-2025-21479, CVE-2025-21480, and CVE-2025-27038 [1] - Qualcomm's bulletin indicates that patches were made available to device manufacturers in May, with a strong recommendation for prompt deployment [4] - Google confirmed that its Pixel devices are not affected by these vulnerabilities [4] Exploitation Context - Qualcomm chipsets are frequently targeted by hackers due to their extensive access to the operating system, allowing potential access to sensitive data [5] - There have been recent documented cases of exploitation against Qualcomm chipsets, including a zero-day identified by Amnesty International that was reportedly used by Serbian authorities [6]

Core Viewpoint - Qualcomm's stock has seen a nearly 20% increase since April lows, yet it remains stagnant, closing just over $146, down from a peak of $156 in early May, indicating a struggle to gain momentum [1][2] Financial Performance - Qualcomm's latest earnings exceeded expectations for both revenue and earnings, with no significant changes in its long-term outlook [2] Technical Indicators - The Relative Strength Index (RSI) is flat around 50, indicating a lack of strong conviction in either direction [3][4] - A bearish MACD crossover occurred, suggesting weakening momentum and potential for further downside [6][7] - The 50-day moving average is below the 200-day moving average, a bearish signal, with shares currently testing this key level [8] Market Sentiment - The overall market sentiment towards Qualcomm is cautious, lacking the bullish attention seen with competitors like NVIDIA and AMD [9][10] - Analysts have maintained a neutral stance, with no significant upgrades or aggressive price target increases since April [10][11] Growth Narrative - Qualcomm is executing steadily but lacks a compelling growth narrative to attract investor excitement, particularly in the context of AI trends benefiting its peers [11][12] - Significant upward movement in Qualcomm's stock is unlikely without a clear positive catalyst, such as an analyst upgrade or a notable increase in demand [13][14]

美股上涨 6月3日晚间，美股开盘后的前30分钟内，三大指数一度震荡，随后集体上扬。截至发稿，道指涨150 点，纳指涨约0.8%，标普500指数涨约0.5%。 消息面上，美国职位空缺意外增加，缓解了人们对经济风险（源于特朗普总统的关税战）下股市涨势过 快的担忧。 美国劳工部周二公布的数据显示，美国4月职位空缺意外增加，增幅较为广泛，同时招聘活动有所回 升，表明尽管经济不确定性上升，对劳动力的需求依然保持强劲。 根据劳工统计局数据，4月可用职位数量从经修正的3月的720万个上升至739万个，超出经济学家预期的 710万个。 【导读】美股上扬，美联储官员预计今年降息一次 中国基金报记者 泰勒 大家好，今晚继续关注下海外市场的消息。 职位空缺的增加，加上持续的招聘和低失业率，支持了美联储关于劳动力市场"状况良好"的判断。然 而，失业者重新就业所需的时间在拉长，经济学家预计，随着特朗普的关税措施持续施压，未来几个月 劳动力市场将出现更明显的疲软。 到目前为止，这种疲软尚未体现在数据中，这也支持了美联储目前维持利率不变的政策立场。政策制定 者和经济预测人士将密切关注本周五即将发布的5月就业报告，以判断劳动力市场是否有放缓 ...