Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit. ...

You know, Carl, I look at these stocks. Everything's a battleground. It just doesn't matter.Everything's battle. And one of the greatest battlegrounds this very morning is ARM. And I say that because ARM stock was down very 10%.Then it rallies 10%. I got we got to talk to someone from ARM. And that's what's so great.David, we have Renee Hos. Great ARM CEO. And he's going to clear everything up.Renee, welcome back to Squawk on the Street. >> Morning, Jim. >> All right.So Renee, I thought it was a great quart ...

Key Takeaways NVDA trades at a premium with a forward P/E of 37.06X, well above the sector and most semiconductor peers.NVDA benefits from strong AI-driven demand as its data center unit delivered nearly 90% of total Q3 revenues.NVDA posted Q3 revenue growth of 62% and expects Q4 sales to climb 66% year over year.NVIDIA Corporation (NVDA) shares are currently trading at a premium, as suggested by the Value Score of D. The stock is trading at a premium, with a forward 12-month price-to-earnings (P/E) multipl ...

存储行业的强周期仍在因AI而延续。 近期，江波龙披露2025年度业绩预告显示，公司全年净利润预计同比增长150.66%至210.82%，实现扭亏为盈后的高增长。 业绩大增的同时，这家存储芯片巨头1月亦发布公告称，其37亿元向特定对象发行A股股票的申请已获深交所受理，募资用途指向主控芯片设计与高端封 测，意在借行业东风向产业链上游突围。 在存储价格持续增长、行业步入红利期后，江波龙的募资动作，成为国内存储模组企业在行业周期向上、国产产业链补短板背景下谋求技术升级的缩影。 存储行业周期性相对显著，而本轮复苏的逻辑，已与传统周期拉开差距。 信达证券分析称，AI大模型训练和推理需求的快速增长，是此轮存储行业复苏的核心动力，高性能存储产品需求随之爆发。同时，服务器DRAM、企业级 SSD需求提升，还挤占了消费类产品产能，使得涨价效应从AI领域扩散至全行业。 全球存储市场规模也呈现增长态势。WSTS数据显示，2024年全球半导体存储产品市场规模达1655亿美元，预计2025年将增至1848亿美元，同比增长 11.7%，2026年将进一步增长16.2%，达到2148亿美元。 价格涨幅的数据则更为直观。TrendForce预 ...

Silicon Motion Technology Corp. (NASDAQ:SIMO) reported better-than-expected fourth-quarter sales results and issued first-quarter sales guidance above estimates, after the closing bell on Tuesday.Silicon Motion Technology reported quarterly earnings of $1.26 per share which missed the analyst consensus estimate of $1.30 per share. The company reported quarterly sales of $278.461 million which beat the analyst consensus estimate of $260.987 million.Silicon Motion Technology said it sees first-quarter sales o ...

Core Insights - AGM Group Holdings Inc. has launched a strategic procurement initiative aimed at securing high-performance NAND Flash memory and controller chips to support its AI-focused all-flash storage server systems [1][3] - The initiative addresses the growing bottlenecks in AI compute workloads due to inadequate storage solutions, emphasizing the need for a storage-compute co-design approach [2][3] - The company aims to enhance its supply chain resilience and reduce total cost of ownership (TCO) through direct procurement from leading semiconductor manufacturers [5] Group 1: Strategic Initiative - The strategic procurement initiative targets leading global semiconductor suppliers to secure essential components for AI workloads [1] - This initiative represents a significant step in AGMH's vertical integration strategy, reinforcing its commitment to building an AI-native infrastructure platform [4] - The CEO highlighted the importance of resolving data delivery bottlenecks to maximize GPU performance in AI applications [3] Group 2: Technological Innovations - AGMH's next-generation all-flash storage server systems will focus on high-density design, end-to-end NVMe support, and intelligent tiering management to optimize performance for AI workloads [6] - The systems are designed to enhance real-time inference efficiency and extend media lifespan through proprietary software-defined storage technology [6] - The initiative aims to deliver energy-efficient and scalable AI computing platforms, addressing the needs of both hyperscale cloud environments and edge computing [4][6] Group 3: Market Positioning - By procuring directly from tier-one wafer and chip manufacturers, AGMH aims to mitigate risks associated with geopolitical tensions and market volatility [5] - The company is positioned to leverage its proprietary firmware algorithms and hardware architecture to develop optimized storage solutions for AI applications [5] - AGMH's focus on deep hardware innovation and advanced algorithm design is intended to empower industries in their transition to intelligent operations [4]

Core Insights - Edgewater Wireless Systems Inc. has made significant progress over the past year and has outlined its roadmap for 2026, focusing on Wi-Fi8-ready silicon deliverables and strategic commercialization [1] Company Progress - The company is recognized as a pioneer in AI-powered Wi-Fi Spectrum Slicing silicon solutions and intellectual property for various markets, including residential, enterprise, and Industrial IoT [1] Future Roadmap - The 2026 execution roadmap emphasizes the company's commitment to advancing its technology and commercializing its products in the Wi-Fi8 space [1]

Core Insights - Tower Semiconductor is enhancing AI infrastructure with high-performance silicon photonics for 1.6T data center optical modules tailored for NVIDIA networking protocols, achieving up to double the data-rate compared to previous solutions, thus improving bandwidth and throughput for optical connectivity [1][2] Company Overview - Tower Semiconductor is a leading foundry specializing in high-value analog semiconductor solutions, focusing on technology, development, and process platforms across various markets including consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense [4] - The company emphasizes sustainable impact through long-term partnerships and innovative analog technology offerings, which include a wide range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensors, and photonics [4] Technology and Collaboration - The SiPho platform from Tower Semiconductor is optimized for high-speed optical interconnects, positioning the company as a key foundry for leading firms in AI infrastructure, data center networking, and advanced telecom [2] - NVIDIA recognizes the exponential growth of AI as a driver for the need for high-speed, scalable networking, collaborating with Tower Semiconductor to enhance AI infrastructure efficiency through next-generation silicon photonics [2]

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。 ...

Sony Group (NYSE:SONY) Q3 2026 Earnings call February 05, 2026 02:00 AM ET Company ParticipantsLin Tao - Corporate Executive Officer and CFONaoya Horii - Senior VP of Corporate Planning and ControlYoshihiko Nakane - Managing Director and Chief Equity StrategistNone - Company RepresentativeConference Call ParticipantsJunya Ayada - Executive Director and Research AnalystKyosuke Katsura - Senior AnalystMikio Hirakawa - Senior Equity AnalystMinami Munakata - Equity Research AnalystTaku Umegaki - Senior AnalystY ...