Group 1 - The company has decided to extend the completion date of the "Annual Production of 1.8 Million 12-inch Semiconductor Silicon Epitaxial Wafer Project" to December 2027 due to market conditions and demand fluctuations [3][6][8] - The company raised a total of RMB 339 million through the issuance of convertible bonds, with a net amount of RMB 337.81 million after deducting issuance costs [1][2] - As of December 31, 2025, the cumulative investment from the raised funds amounted to RMB 286.99 million, excluding issuance costs [2] Group 2 - The project was initially delayed to May 2026 due to weak market conditions affecting the semiconductor industry, leading to underutilization of existing production capacity [3][5] - The construction of the new epitaxial workshop has reached the roofing stage and is expected to be completed by August 2026, followed by equipment installation and debugging [6][7] - The company has observed a recovery in the semiconductor silicon wafer industry since Q1 2025, with increased demand for high-end power devices, prompting a faster project construction pace [7] Group 3 - The board of directors approved the project delay during a meeting on January 9, 2026, and the decision followed necessary procedures [9][42] - The company has implemented a prudent investment strategy to protect shareholder interests and mitigate investment risks [5][8] - The company will continue to monitor market conditions and adjust the project implementation pace accordingly to ensure efficient use of raised funds [7][8]

Key Takeaways Micron posted fiscal Q1 2026 revenue of $13.64B, up 56.8% year over year, driven by AI-related memory demand.MU expects stronger Q2 2026 results, projecting $18.3-$19.1B in revenue and EPS of $8.22-$8.62. NVIDIA posted $57B in fiscal Q3 2026 revenue as Blackwell chips and cloud GPUs sold out. Banking on the artificial intelligence (AI) boom, Sanjay Mehrotra-led Micron Technology, Inc. (MU) outperformed Wall Street’s darling NVIDIA Corporation (NVDA) last year (+239.1% vs +38.8%). Can Micron re ...

Tesla, Inc. ( TSLA ) saw a nice rally in its shares since the April lows, with the stock even making a new all-time high last month.James Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust and truly diversified portfolios that will continually preserve and increase wealth. The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies an ...

The only company that has ever topped a $5 trillion market cap is Nvidia.At the moment, there are just 10 public companies in the trillion-dollar club. In order from highest market cap to lowest, those companies are Nvidia, Apple, Alphabet (GOOGL +1.27%) (GOOG +1.13%), Microsoft, Amazon, Taiwan Semiconductor Manufacturing, Meta Platforms, Broadcom, Tesla, and Berkshire Hathaway.Within this cohort, only Nvidia has ever achieved a $5 trillion valuation -- doing so toward the end of 2025, before sliding by clo ...

If you’re looking for a masterclass in how quickly Wall Street can flip the script, look no further than the wild ride of 2025. Just six months ago, you would have found a market in total meltdown. As President Trump rolled out his "Liberation Day" tariffs—a bold economic gamble not seen in a century—you likely heard experts calling it "economic suicide" and bracing for a "Black Monday" style collapse.Fast forward to today, and that panic feels like a distant memory. Instead, you’re looking at a Nasdaq Comp ...

The tech-heavy Nasdaq Composite index was higher ahead of Friday's closing bell, with stocks of chip makers solidly in the green.U.S.-listed shares of Dutch chipmaking equipment manufacturer ASML Holding were up 7%, while those of Broadcom, Taiwan Semiconductor, and Texas Instruments were up 4%, 1.4%, and 1%, respectively. Each of these companies have also marked gains year-to-date.Nvidia and Advanced Micro Devices, meanwhile, were up 0.5% and less than 0.1%, respectively, on Friday. Despite the gains, both ...

We recently published 11 Stocks on Jim Cramer’s Radar.  NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks on Jim Cramer radar. On the day of this show, AI chip giant NVIDIA Corporation (NASDAQ:NVDA) was due to present at the Consumer Electronics Show in Las Vegas. As 2025 ended, Cramer had defended the stock despite modest performance during the year’s final quarter. NVIDIA Corporation (NASDAQ:NVDA) ended the year on a high note after it announced that it had bought $5 billion worth of shares in Intel ...

We recently published 11 Stocks on Jim Cramer’s Radar.  Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer radar. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing semiconductor stocks on the market. Over the year, the shares have gained 236%. It is the only American company capable of manufacturing high-end memory chips that are used in NVIDIA’s AI GPUs. Analysts started 2026 on a high note for Micron Technology, Inc. (NASDAQ:MU)’s shares with Bernstein raising the shar ...

Key Points Tech giants remain committed to spending heavily on their AI infrastructure buildouts in 2026. AI chipmakers have led the stock market's rally for several years, but the next wave of growth is likely to come from a different batch of stocks. Companies operating in spaces that act as bottlenecks in the AI buildout can be promising investments. 10 stocks we like better than Axcelis Technologies › Picking individual stocks gives investors a shot at beating the market, and while there are ...

Core Insights - Intel's stock reached its highest level in nearly two years, increasing nearly 10% after President Trump praised CEO Lip-Bu Tan on social media [1][5] - Trump's previous push for Tan's resignation due to concerns over his ties to Chinese companies shifted after a meeting in August, leading to the U.S. government acquiring a 10% stake in Intel [2] Company Performance - The stock's recent surge is attributed to Trump's endorsement, although it remains below historical highs as Intel seeks to demonstrate a sustainable business turnaround [3] - A partnership with Nvidia and rumors of new customers contributed to Intel's stock performance, which nearly doubled in value last year, particularly between August and December [4] - Intel's stock has been one of the top performers in the S&P 500 at the start of the year, gaining close to 25% in January [4] Market Impact - Other semiconductor stocks, including Broadcom, Micron Technology, and Advanced Micro Devices, also saw gains, contributing to a broader market rally that lifted the S&P 500 to new highs [5]