智通财经APP获悉，广发证券发布研报称，随着长上下文推理、RAG数据库及tokens规模的快速增长， AI工作负载对高带宽、大容量eSSD的需求将持续增强，AI服务器及存储服务器用eSSD市场空间将进一 步扩大。按照上述满插假设计算，2024、2025、2026年AI服务器用eSSD市场空间分别为59EB、89EB、 120EB。AI服务器及存储型eSSD应用贡献主要增量空间，驱动产业重心向AI服务器与数据驱动存储场 景转移。建议关注产业链核心受益标的。 广发证券主要观点如下： AI推理与数据存储构成eSSD核心增量需求场景 该行对eSSD市场结构进行拆分，基于以下关键假设：(1)参考TrendForce数据，2024年AI相关SSD采购能 力将超过45EB;参考yole数据，AI服务器用eSSD出货量占服务器eSSD出货量1/3;并参考McKinsey数据， 2024年eSSD市场规模为181EB，由此测算2024年通用服务器、AI服务器、存储服务器用eSSD市场规模 分别为90EB、45EB、46EB;(2)参考yole数据，2024-2030年全球eSSD出货量CAGR达26%。从结构上 看，eSSD主 ...

Core Insights - Arrow Electronics will host a conference call to discuss its third-quarter 2025 financial results on October 30, 2025, at 4:30 p.m. ET [1] - The company reported global sales of $28 billion for 2024, indicating a strong market presence [2][8] - Arrow Electronics has a net income of $392 million for 2024, showcasing its profitability [3][8] Company Overview - Arrow Electronics is headquartered in Centennial, Colorado, and employs approximately 21,500 people [3][8] - The company sources and engineers technology solutions for leading manufacturers and service providers across various industries [2] - The CEO of Arrow Electronics is Sean Kerins, who has been actively communicating the company's financial performance [5][7] Financial Performance - Arrow Electronics has consistently exceeded its revenue and earnings per share guidance in recent quarters, indicating strong operational performance [5][7] - The company has reported positive momentum in the EMEA region, contributing significantly to its overall performance [7]

Oct 21, 2025 5:00 PM Eastern Daylight Time Power Integrations to Release Third-Quarter Financial Results on November 5 Contacts Share SAN JOSE, Calif.--(BUSINESS WIRE)--Power Integrations (Nasdaq: POWI) will release its third-quarter financial results before market hours on Wednesday, November 5, 2025, and will host a conference call that day beginning at 9:00 a.m. Eastern time. A live and archived audio webcast of the conference call will be available on the company's investor web page at https://investors ...

How focused are you on that portion of the chip market. More analog semis that go into all manner of things we rely on each day. It's great to see you again, Ed.You have it exactly right. I'm very, very hyper focused on the air market. Therefore, the companies I track are a little bit different than the broader semiconductor industry.For example, we have furtive reporting this week. We've amphenol. Now, those are both key suppliers into air systems.Whether or not those suppliers will be confirmed, you know, ...

Oct 21, 2025 4:07 PM Eastern Daylight Time Benchmark Electronics to Report Third Quarter Fiscal Year 2025 Results Share NYSE:BHE Details Headquarters: Tempe, Arizona Website: https://www.bench.com/ CEO: Jeff Benck Employees: 12,000 Organization: PUB Release Versions English Benchmark provides comprehensive solutions across the entire product lifecycle by leading through its innovative technology and engineering design services, leveraging its optimized global supply chain, and delivering world-class manufac ...

SANTA ROSA, Calif.--(BUSINESS WIRE)--Keysight Technologies, Inc. (NYSE: KEYS) has enabled SK hynix to earn its first Open Compute Project (OCP) Security Appraisal Framework and Enablement (S.A.F.E.) recognition for a solid-state drive (SSD) solution. This accomplishment represents a pioneering industry collaboration, underscoring Keysight's commitment to empowering innovators and securing the technology supply chain. As cloud adoption accelerates and artificial intelligence (AI) workloads inten. ...

Oct 21, 2025 10:00 AM Eastern Daylight Time Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call Share CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will release financial results for the third quarter of 2025 on Tuesday, November 4, at 6:30 a.m. Eastern Time. Eric Vaillancourt, President and Chief Executive Officer, and Joe Bruderek, Executive Vice President and Chief Financial Officer, will host a conference call to review the company's performance at 8:30 a.m. Easte ...

Contacts Investor Contacts:James GentileVice President, Investor Relations Jenny YeeCorporate Access Specialist Oct 21, 2025 10:00 AM Eastern Daylight Time Enpro Announces Date for Third Quarter 2025 Earnings Release and Conference Call Share CHARLOTTE, N.C.--(BUSINESS WIRE)--Enpro Inc. (NYSE: NPO) will release financial results for the third quarter of 2025 on Tuesday, November 4, at 6:30 a.m. Eastern Time. Eric Vaillancourt, President and Chief Executive Officer, and Joe Bruderek, Executive Vice President ...

[Table_Stock] China A-share strategy [Table_Industry] Equity Strategy Self-reliance - a long-term play for capital markets We highlight the key A-share sectors best positioned to benefit from the theme as trade tensions reignite [On TABLE_SUMMARY 10 October 2025 ] (ET), the US unveiled a new tariff rate of 100% on imports from China and imposed export controls on all key software, citing China's rare earth-related export control measures announced earlier. A spokesperson for the Ministry of Commerce of Chin ...

Time now for Options Corner. Joining us to take a deeper look at this chart is Rick Dukat, Duke of Data himself. All right, Rick, what do you notice about the trends in this one.>> Well, I mean, Texas Instruments doesn't seem to have been invited to the semiconductor party this uh this year here because SMH is up like 37%, the semiconductor ETF. TXN down about 8.2%. So, uh you know, kind of what's different about them is that they're not really the the high-end computer chip type stock here.They're more for ...