公众号记得加星标⭐️，第一时间看推送不会错过。 美国半导体行业协会（SIA）2月6日宣布，2025年全球半导体销售额将达到7917亿美元，较2024年的 6305亿美元增长25.6%。此外，2025年第四季度销售额为2366亿美元，较2024年第四季度增长37.1%， 较2025年第三季度增长13.6%。2025年12月全球销售额为789亿美元，较2025年11月增长2.7%。月度销 售额数据由 世界半导体贸易统计组织（WSTS）统计 ，并采用三个月移动平均值。SIA的会员企业占美 国半导体行业总收入的99%，以及近三分之二的非美国芯片企业。 "2025年全球半导体行业年销售额创历史新高，接近8000亿美元，预计2026年全球销售额将达到约1万亿 美元，"美国半导体行业协会（SIA）总裁兼首席执行官约翰·纽弗表示。"半导体是几乎所有现代技术的 基础，而人工智能、物联网、6G、自动驾驶等新兴技术将继续推动对芯片的强劲需求。" 从区域来看，亚太及其他地区（45.0%）、美洲（30.5%）、中国（17.3%）和欧洲（6.3%）的年度销售 额均有所增长，但日本的销售额则有所下降（-4.7%）。12月份的环比销售额方面 ...

SAI总裁兼CEO约翰.纽菲尔(John Neuffer)表示："全球半导体行业在2025年创下历史最高销售额，接近 8000亿美元。2026年全球销售额预计将达到约1万亿美元。半导体是几乎所有现代技术的基石，AI、物 联网、6G、自动驾驶等新兴技术将持续推动芯片的强劲需求。" AI热潮已席卷芯片产业的几乎每个角落。纽菲尔透露，他在近期访问硅谷时，多家中小型企业高管均 对2026年市场前景表示乐观。 芯片需求旺盛 凤凰网科技讯北京时间2月6日，据路透社报道，美国半导体行业协会(SIA)周五表示，今年全球半导体 销售额预计将达到1万亿美元。 SIA称，2025年全球半导体销售额为7917亿美元，同比增长25.6%。这一迅猛增长预计将持续到今年， 因为全球各大科技公司正斥资数千亿美元建设AI数据中心。 数据显示，增长最快、同时也是规模最大的芯片类别，是英伟达、AMD和英特尔生产的先进计算芯 片。此类产品的销售额在2025年增长了39.9%，总计达到3019亿美元。第二大类别是存储芯片，在AI热 潮导致供应短缺的背景下，其价格大幅上涨。存储芯片销售额增长了34.8%，达到2231亿美元。 纽菲尔对路透社表示："我听 ...

本刊记者 周琦 2月4日，美国参议院商务委员会一场聚焦自动驾驶部署的听证会，成了"中国议题专场"。委员会主席特德·克鲁兹警告说："如果国会迟迟不采取行动，就 会将创新推向其他国家。" 不止这一次，最近，欧美一些政客一谈到科技研发、产业升级、国际规则制定，就爱把中国挂在嘴边。中国成了他们眼中令人羡慕的"别人家的孩子"。 欧美的焦虑不是没来由的。 技术标准制定方面。2025年中国牵头制定ISO、IEC国际标准275项，新提国际标准提案459项，仅第四季度就主导发布38项，覆盖新能源、半导体等关键 领域。 在6G、人工智能、量子通信等前沿领域，中美之间的技术代差不断缩小，部分细分领域甚至出现逆转，这让长期占据主导地位的美国坐立难安。 1 再看科研投入。2025年，中国研发经费投入达39262亿元，投入强度达2.8%，超过OECD（经济合作与发展组织）国家、欧盟国家的平均水平。 按购买力平价计算，中国研发总支出10年间从美国的72%升至96%、近乎追平，政府研发支出更是美国的1.6倍。 美国一家科研机构近期发布一份报告，文中满是"不能被中国反超"的焦虑，呼吁美国政府"加大研发投入"。 欧洲处境更为尴尬，人工智能等未来 ...

Akos, it is good to see you. So, uh, let's dig into this. You beat on revenue and earnings for the quarter. Akos, your guidance misses consensus, and it sounds like the issue here, uh, it's memory tightness impacting handset builds. Just walk me through what you're seeing, Akos, and and how long do you think those memory constraints persist? Akos, you know, is it a quarter, two, longer? >> Of course. Well, great to see you first of all. Thanks for having me. uh we had an incredible results for the first qua ...

Core Insights - The company has established a significant licensing agreement with Samsung, marking the most valuable license in its history, and has renewed agreements with major smartphone vendors, including Apple, Samsung, and Xiaomi, ensuring a strong foundation for future growth [1][2] - The company reported record revenue of $834 million for the full year 2025, with a 24% year-over-year increase in annualized recurring revenue (ARR) to $582 million, and achieved all-time highs in adjusted EBITDA and non-GAAP EPS [3][16] - The company is focusing on expanding its licensing programs, particularly in the consumer electronics (CE) and Internet of Things (IoT) sectors, and has made significant progress in its video service licensing program [5][6] Financial Performance - In Q4 2025, the company achieved total revenue of $158 million, exceeding its outlook, and reported an adjusted EBITDA of $88 million, resulting in a margin of 56% [14][15] - For the full year 2025, adjusted EBITDA reached a record high of $589 million, nearly three times the 2021 level, and non-GAAP EPS was reported at $15.31, more than four times the 2021 figure [16] - The company has guided for a strong 2026, expecting total revenue between $675 million and $775 million, with adjusted EBITDA projected at $381 million to $477 million [17][18] Licensing Agreements - The company has signed over 50 licensing agreements since 2021, with a total contract value exceeding $4.6 billion, and has licensed about half of the global PC market following a new agreement with HP [5][6] - New agreements with Vivo and Honor have expanded the company's licensing to cover approximately 85% of the global smartphone market [2] - The company is actively pursuing licensing agreements with major streaming platforms, having initiated enforcement actions against Disney+, Hulu, and ESPN+ [6][7] Research and Development - The company emphasizes the importance of its research pipeline, which supports its licensing programs and drives growth through 2030 and beyond [8][9] - A recent acquisition of AI startup DeepRender aims to enhance the company's capabilities in AI and video compression, aligning with its focus on developing next-generation technologies [9][10] - The company has increased its patent portfolio by 14% year-over-year, surpassing 38,000 granted patents and applications, and is recognized for the quality of its patents [10][11] Industry Recognition - The company has received multiple accolades, including being named one of America's fastest-growing companies by Fortune and recognized as the number one most successful mid-cap company in America for 2026 by Forbes [11][12] - The company's strong performance and strategic positioning in the market are expected to continue driving shareholder value [12]

InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsLiren Chen - President and CEORaiford Garrabrant - Head of Investor RelationsRichard Brezski - EVP, Treasurer and, CFOConference Call ParticipantsKevin Garrigan - SVP and Equity Research AnalystOlinda Lee - Research AnalystScott Searle - Managing Director and Senior Research AnalystOperatorGood morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this t ...

InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsLiren Chen - President and CEORaiford Garrabrant - Head of Investor RelationsRichard Brezski - EVP, Treasurer, and CFOConference Call ParticipantsKevin Garrigan - SVP and Equity Research AnalystOlinda Lee - Research AnalystScott Searle - Managing Director and Senior Research AnalystOperatorGood morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this t ...

InterDigital (NasdaqGS:IDCC) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Speaker3Good morning, everyone, and thank you for standing by. My name is Gail, and I will be your operator for today. At this time, I would like to welcome each and every one of you to the InterDigital's fourth quarter 2025 earnings call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this t ...

本报讯 （记者吴奕萱 见习记者王楠）2月5日，宁波金田铜业（集团）股份有限公司（以下简称"金田股 份"）通过官方微信公众号披露，嘉兴金田华睿超材料基金于今年1月份完成对苏州烯晶半导体科技有限 公司（以下简称"烯晶"）的投资，这也是该基金成立以来的首笔投资。 据悉，碳纳米管晶圆被视为后摩尔时代的新一代半导体基础材料，有望形成继硅基晶圆后的千亿级乃至 万亿级产业。当前硅基芯片面临物理极限与功耗瓶颈，而碳纳米管晶圆凭借超高载流子迁移率、低功耗 及三维集成潜力，可延续摩尔定律。其90纳米制程性能对标硅基28纳米，支持太赫兹级高频工作，功耗 约为硅基的1/4，适配射频器件、逻辑芯片、柔性电子等领域，满足6G与AI算力需求。目前全球碳纳米 管芯片正从实验室走向规模化应用，我国具备实现弯道超车的潜力。 烯晶成立于2022年4月份，聚焦碳基半导体生态产业，核心团队长期深耕半导体级碳纳米管（CNT）体 系，攻克了碳管晶圆纯度控制与阵列排布的行业难题。公司已建成8/12英寸CNT晶圆中试线，与头部客 户合作多年，实现阵列碳纳米管晶圆批量出货，并持续向下游器件领域拓展。 公开资料显示，嘉兴金田华睿超材料基金由华睿投资联合桐乡国投、 ...

证券日报网讯2月5日，慈星股份（300307）在互动平台回答投资者提问时表示，武汉敏声专注于面向 5G以上频段的高端射频BAW滤波器及相关射频前端器件的研发和生产，其高端产品性能已达到国际一 线品牌水平，应用场景覆盖6G、卫星通信等更高频段需求。 ...