以下文章来源于财联社AI daily ，作者郑远方 财联社AI daily . 财联社及科创板日报旗下产品——未来已来，AI前沿，独家、深度、专业！ 半导体的进步既是工艺制程的进步，也是半导体材料的进步。纵观新能源汽车和消费电子的发展历程，第三代半导体凭借其禁带宽度极宽、 高导热率等优势，在推动产业发展中发挥着重要作用。 AI时代，第三代半导体也没有落下——今年5月，英伟达宣布，其下一代800V HVDC架构采用纳微半导体的GaNFast氮化镓和GeneSiC碳 化硅技术开发。 在过去，磷化铟主要应用于电信设备和特殊仪器中，产品应用面相对冷门。20世纪80年代，磷化铟首次被用于晶体管中，20世纪90年代， 磷化铟被用于电信用电吸收调制激光器中。 但随着AI热潮掀起， 因磷化铟具有饱和电子漂移速度高、发光损耗低的特点，高度符合AI高速计算需求，能让数据顺利实现高速传输，由此成为 光芯片上游的关键原料，从曾经的冷门产品一跃成为AI产业链中最炙手可热的材料之一。 但技术的演进从来不是简单的线性替代。在AI时代，一场"逆袭"正在悄然上演。曾经被视为"过渡技术"的第二代III-V族化合物半导体磷化铟 (InP)，正重新 ...

Megacap growth stocks are making an impact on traditionally blue-chip indexes like the Dow Jones Industrial Average.The Dow Jones Industrial Average includes 30 industry-leading U.S. companies from a variety of sectors. Despite having far fewer components than the S&P 500 or Nasdaq Composite, the Dow remains one of the most widely followed stock market indexes -- acting as a representative democracy, if you will, of the broader market.The composition of the Dow has evolved in lockstep with the U.S. economy. ...

8月29日，射频前端芯片龙头——深圳飞骧科技正式递表港交所，开启赴港上市之路。据了解，该公司曾在2022年提交科创板上市申请，但考虑到A股上 市程序时间表的不确定性等因素，该公司在2024年10月自愿撤回A股上市申请。 飞骧科技表示，在港交所上市符合公司业务发展策略的最佳利益，港交所作为领先的国际金融市场之一，可为公司提供直接进入全球资本市场的途径，提 升筹资能力，扩大股东基础，并加强公司的国际视野。 值得注意的是，飞骧科技与A股公司国民技术（300077）股份有限公司(简称"国民技术")关系密切，其2015年成立之初，就是旨在向国民技术收购射频产 品事业部的射频功率放大器业务及相关资产、专利和专有技术。 据介绍，飞骧科技是一家专注于设计、研发和销售射频前端芯片的公司，下游应用领域包括移动智能设备、Wi-Fi产品、智能家居及其他物联网、车载通 信及卫星通信等。 在业绩方面，飞骧科技近几年也在快速进步。公司收益由截至2022年的10.21亿元增加至2023年的17.17亿元，随后增加至2024年的24.58亿元，复合年增长 率为55.1%。 飞骧科技在招股书中表示，凭借在射频行业十多年的研发经验，飞骧科技开发出 ...

Qualcomm's bold bets on AI, automotive, and IoT could transform this dividend-paying chip giant into one of tech's biggest growth stories.Qualcomm (QCOM -0.11%) is no longer just a smartphone chipmaker -- it's expanding into AI, automotive, and IoT with bold acquisitions like Alphawave. With analysts seeing 41% upside, Qualcomm may be one of the most overlooked growth and dividend plays today.Stock prices used were the market prices of Aug. 26, 2025. The video was published on Aug. 29, 2025. ...

Core Viewpoint - The company, Xidi Micro (688173), reported a significant increase in revenue for the first half of 2025, driven by a recovery in the consumer electronics market and increased demand for high-performance power management chips [1] Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 466 million yuan, a year-on-year increase of 102.73%, while the net profit attributable to shareholders was -44.69 million yuan, reducing losses by 61.98% [1] - The company's revenue growth rate was the highest in its industry segment [1] Group 2: Market Trends and Product Development - The demand for high-performance power management chips has risen due to a recovery in the consumer electronics market, with the company’s audio circle motor driver chip product line seeing significant revenue growth [1] - The company has developed a series of efficient and reliable chips, including DC/DC chips and super-fast charging chips, contributing to revenue of 182 million yuan from power management chips and 142 million yuan from autofocus and optical stabilization chips [2] Group 3: Strategic Initiatives and Partnerships - The company is actively selling high-performance chips to well-known domestic and international manufacturers in the smart device sector, including AI and AR glasses [3] - The company is also exploring next-generation products in the AI imaging field, targeting various markets such as IoT, automotive electronics, and industrial applications [3] Group 4: Acquisition Plans - The company is in the process of acquiring Chengxin Micro, a high-tech enterprise specializing in analog and mixed-signal integrated circuit development, with the acquisition still pending approval from regulatory authorities [4] - Chengxin Micro's products include power management chips and motor chips, and it has established partnerships with notable companies like Luxshare Precision and BYD [4]

美国白宫新闻秘书 莱维特：这是一个创造性的解决方案，我知道这是一种打破常规的思维，商务部长正付诸行动，保证协议实施。 本月22日，英特尔公司宣布与美国政府达成协议，美政府将向其普通股投资89亿美元，收购该公司9.9%的股份。其中57亿美元为美国政府此前根 据《芯片与科学法》授予英特尔但尚未拨付的补贴，另一笔32亿美元为政府资助项目资金。 （央视财经《第一时间》）一周前，美国芯片制造商英特尔宣布与美国政府达成协议，美政府将向其普通股投资89亿美元，28日英特尔表示，已 收到来自美国政府的57亿美元现金。 当地时间28日，英特尔公司首席财务官津斯纳在投资者会议上确认，公司在27日晚间收到了来自美国政府的57亿美元（约合406.6亿元人民币）的 现金。而在25日，英特尔还发布文件，警告与美国政府的协议可能会引发投资者、员工及其他各方的"负面反应"。津斯纳还在会议上暗示，在晶 圆代工领域，公司将继续寻求外部投资，并提高良品率、缓解市场对其代工业务领域大客户缺失的担忧情绪。 同一天，白宫新闻秘书莱维特表示，与英特尔的交易将由美国商务部敲定，更多细节仍在讨论中。 转载请注明央视财经 编辑：潘煦 ...

This is the most valuable company in the world and is still growing revenue by over 50% per year.Patiently holding quality growth stocks over many years can make a huge difference in your long-term returns. When considering where to start, there's one no-brainer choice, and it happens to be the most valuable company in the world.Nvidia (NVDA -3.38%) is the leading supplier of advanced computing hardware that is powering the artificial intelligence (AI) revolution. The stock has skyrocketed over 1,300% over ...

Nvidia and Meta Platforms are likely to benefit from Trump's business-friendly tax policies.President Donald Trump signed the One Big Beautiful Bill Act into law on July 4. The legislation is nearly 900 pages and includes a litany of provisions, but two in particular should benefit Nvidia (NVDA -3.38%) and Meta Platforms (META -1.69%).The bill made permanent the corporate income tax rate of 21% that had previously been a temporary level set as part of the 2017 Tax Cuts and Jobs Act (TCJA). Because the corpo ...

Broadcom is scheduled to report earnings on Sept. 4.Over the past several weeks, investors have been bombarded with a wave of updates as companies reported earnings results for the second calendar quarter. For technology investors, artificial intelligence (AI) remains the dominant theme fueling the sector higher.As I write this (mid-day on Aug. 27), all of the "Magnificent Seven" have posted earnings -- with the lone exception being Nvidia (NVDA -3.38%), which reports later today. Still, the breadcrumbs lef ...

华尔街日报最新消息： 阿里巴巴正在开发的新一代AI芯片聚焦多功能推理场景，核心目标是填补英伟达H20退出后的市场空 白。 该芯片采用国产14nm或更先进制程（由长江存储等本土代工厂支持），通过异构计算架构集成高密度 计算单元和大容量内存（预计LPDDR5X带宽超1TB/s），单卡算力目标达到300-400TOPS（INT8），与 H20（约300TOPS）基本持平。 与英伟达H20相比，阿里芯片的核心优势在于全场景兼容性：不仅支持FP8/FP16混合精度计算，还通过 动态指令翻译层实现与CUDA生态的无缝对接，工程师可直接复用现有代码，迁移成本降低70%以上。 例如，阿里云已在通义千问大模型推理环节部署寒武纪思元370芯片，通过MagicMind工具链实现模型 转换效率提升3倍。 至128GB，减少对外部存储的依赖。 为确保芯片量产，阿里采用双代工厂备份策略： 成熟制程：中芯国际14nm产线承担基础芯片生产，良率稳定在95%以上，月产能达5万片。 先进制程：与华虹半导体合作开发7nm工艺，预计2026年量产，目标算力突破500TOPS，能效比提升 30%。 阿里的芯片的三步走战略： 面对H20断供，阿里紧急追 ...