半导体 分析师：邹臣 登记编码：S0730523100001 zouchen@ccnew.com 021-50581991 海外云厂商 26 年资本支出再加速，半 导体产业链迎来全面涨价潮 ——半导体行业月报 证券研究报告-行业月报 强于大市(维持) 联系人：李智 投资要点： AI 驱动半导体周期持续上行，国内主要晶圆厂持续满载运行，部 分工艺节点的价格已经上涨；AI 服务器需求的爆发式增长使得封 测产能出现严重短缺，封测厂商也已开始调涨价格；由于上游成 本的上涨，国科微、中微半导、英集芯、富满微、英飞凌等厂商 陆续发布涨价函；由于 AI 推理需求的激增，拉动推理服务器的需 本报告版权属于中原证券股份有限公司 www.ccnew.com 请阅读最后一页各项声明 第 1 页 / 共 50 页 发布日期：2026 年 02 月 11 日 资料来源：聚源，中原证券研究所 -13% -2% 10% 21% 32% 44% 55% 66% 2025.02 2025.06 2025.10 2026.02 半导体 沪深300 相关报告 电话： 0371-65585629 地址： 郑州郑东新区商务外环路 10号 18楼 地址 ...

(Primary Standard Industrial Classification Code Number) Cayman Islands 7373 Not Applicable (I.R.S. Employer Identification No.) 28 Genting Lane, #05-07, Platinum 28, Singapore 349585 As filed with the U.S. Securities and Exchange Commission on February 10, 2026. Registration No. 333-292044 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to Form F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Evvolutions LeadTech Inc (Exact Name of Registrant as Specified ...

Company Overview - Samsara Inc. is a San Francisco-based Internet of Things company focused on telematics and data-driven insights for physical operations, serving customers across North America and Europe [4] - Founded in 2015, the company benefits from secular demand for digitization, automation, and AI-enabled efficiency in industries such as logistics, construction, and fleet management, supporting a durable long-term growth outlook despite near-term volatility [4] Financial Performance - In the third quarter of fiscal 2026, Samsara reported annual recurring revenue of $1.75 billion, representing a 29% year-over-year growth [3] - The company added a record 219 customers generating more than $100,000 in annual recurring revenue [3] Market Sentiment - BNP Paribas upgraded Samsara to Outperform from Neutral while maintaining its $40 price target, citing a more attractive risk/reward profile following a "tough year" for the stock [1] - The upgrade reflects growing confidence that recent share price pressure has better aligned valuation with the company's long-term fundamentals, setting the stage for improved performance as execution stabilizes [1] Product Innovation - Product innovation remains a key driver for Samsara, with new AI-powered coaching tools and the AI Multicam solution gaining traction by improving safety outcomes and deepening customer engagement across its platform [3]

Core Viewpoint - The global semiconductor sales are projected to reach a record high of $791.7 billion in 2025, representing a 25.6% increase from $630.5 billion in 2024, driven by strong demand from emerging technologies like AI, IoT, and 6G [2][5]. Group 1: Sales Projections - In 2025, the semiconductor sales are expected to be $791.7 billion, with Q4 sales reaching $236.6 billion, a 37.1% increase from Q4 2024 and a 13.6% increase from Q3 2025 [2]. - The monthly sales data indicates that December 2025 sales will be $78.9 billion, a 2.7% increase from November 2025 [2]. Group 2: Regional Performance - Sales growth is observed across various regions: Asia-Pacific and others (45.0%), Americas (30.5%), China (17.3%), and Europe (6.3%), while Japan's sales decreased by 4.7% [5]. - In December, sales increased in the Americas (3.9%), China (3.8%), and Asia-Pacific (2.5%), but decreased in Europe (-2.2%) and Japan (-2.5%) [5]. Group 3: Product Segmentation - Logic products are projected to see a sales increase of 39.9%, reaching $301.9 billion, making it the largest product category by sales in 2025 [6]. - Memory products are expected to grow by 34.8% in 2024, reaching $223.1 billion, ranking second in sales [6].

Shares of Impinj (NASDAQ: PI) were taking a dive after the RAIN RFID (radio-frequency ID) specialist came up slightly short of fourth-quarter estimates slightly and its guidance for the first quarter missed the mark. As of 12:14 p.m. ET, the stock was down 21.4% on the news. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. What happened with Impinj Impinj' ...

® Honeywell Home X8S Smart Thermostat and First AlertCX4 Video Cameras Recognized for Excellence in Connected Technology SCOTTSDALE, Ariz., Feb. 5, 2026 /PRNewswire/ -- Resideo Technologies (NYSE: REZI), a leading global provider of home comfort, safety and security solutions, today announced it was named a winner of two 2026 IoT Breakthrough Awards, recognizing standout innovation across the Internet of Things landscape. The company was honored for the Honeywell Home X8S smart thermostat and the ®First Ale ...

Qualcomm: A tough start to 2026 in prospect after Q4 earnings beat Proactive uses images sourced from Shutterstock This was not a classic earnings disappointment. Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) exceeded consensus forecasts on both revenue and adjusted earnings per share. Instead, the market focused almost entirely on guidance, which pointed to a materially weaker upcoming quarter. The gap between results and reaction tells you where the anxiety lies. Qualcomm’s outlook for the current quarter cam ...

Core Viewpoint - Sichuan Sound Technology has established a subsidiary focused on artificial intelligence and Internet of Things (IoT) services, indicating a strategic expansion into these high-growth sectors [1] Company Summary - Sichuan Sound Technology has founded a new subsidiary named Sichuan Sound Le Yi Information Technology Co., Ltd. with a registered capital of 20 million yuan [1] - The subsidiary's business scope includes sales of artificial intelligence hardware, an AI public data platform, general AI application systems, IoT application services, and IoT technology services [1] - The new company is wholly owned by Sichuan Sound Technology (02495.HK) [1]

Stocks are kind of treading water here. The S&P is under a little bit of pressure. But again, these these pockets of pain, particularly in the tech space.We are seeing information technology as a sector sell off another one and a half%. Part of that is AMD. The stock is now down 16% sinking after earnings were better.Christina Parts Nevis joins us with more on the story. Christina, you wouldn't know it hearing Lisa Sue speak this morning. Yeah, you wouldn't.Yesterday you had uh a beating earnings expectatio ...

Company Overview - Nature's Miracle Holding Inc. has appointed Dr. Jinlong "Frank" Du as President of its Agricultural Business, aiming to enhance its position in the Controlled Environment Agriculture (CEA) market [1][5] - The company is focused on becoming an integrated supplier of products and services to the global CEA market, with plans to expand U.S. manufacturing of agricultural equipment [5][7] Leadership and Expertise - Dr. Du is a recognized leader in indoor growing and CEA, with over 20 years of experience and a track record of executing more than 300 large-scale smart greenhouse projects globally [2][3] - His expertise includes advanced horticultural lighting, energy-efficient systems, and high-yield crop production, which will be instrumental in driving the company's agricultural initiatives [2][5] Market Potential - The global CEA market is estimated to be approximately $90 billion in 2025 and is projected to exceed $200 billion by 2030, with a compound annual growth rate (CAGR) of about 14–16% [4] - Growth in the CEA market is driven by urbanization, food security concerns, water conservation, and the adoption of advanced technologies like IoT and automation [4] Strategic Goals - Under Dr. Du's leadership, the company aims to achieve approximately $50 million in agriculture-related revenue in 2026 [6] - The strategic focus includes offering "Made in USA" solutions to customers, enhancing the company's competitive edge in the CEA industry [5][6]