Small deep value individual investor, with a modest private investment portfolio, split approx. 50%-50% between shares and call options. I have a B.Sc. in aeronautical engineering and over 6 years of experience as an engineering consultant in the aerospace sector. The latter statement is not relevant in any way whatsoever to my investment style, but I thought to add it for self-indulgent purposes. I have a contrarian investment style, highly risky, and often dealing with illiquid options. How illiquid? Well ...

Industry Overview - The semiconductor industry's global sales experienced a 3.5% month-over-month increase and a remarkable 29.8% year-over-year growth in November 2025, marking the highest monthly sales in the industry's history [2] - Strong demand for chips in sectors such as artificial intelligence (AI), cloud computing, high-performance computing (HPC), quantum computing, and advanced consumer electronics is driving growth [3] Sales Projections - The World Semiconductor Trade Statistics (WSTS) projects a 26.3% increase in semiconductor sales for 2026, reaching $975.4 billion, revised from a previous estimate of $760.7 billion [7] - For 2025, semiconductor sales are expected to rise by 22.5% over 2024, reaching $772.2 billion [7] Equipment Sales - Global sales of semiconductor manufacturing equipment are anticipated to grow by 13.7% year-over-year to $133 billion in 2025, with projections of $145 billion for 2026 and $156 billion for 2027 [8] AI and Infrastructure Spending - Spending on AI infrastructure is expected to accelerate, with Wall Street analysts estimating capital spending for AI hyperscalers to reach $527 billion in 2026 [10] - IDC projects AI infrastructure spending to hit $758 billion by 2029, with accelerated servers expected to account for over 95% of this spending, indicating a 42% five-year CAGR [10] Company Highlights NVIDIA - NVIDIA holds a Zacks Rank 1 and a Growth Score of B, benefiting from strong demand for its Hopper and Blackwell platforms, with expected revenues of $0.5 trillion from these platforms by the end of 2026 [11] - The Zacks Consensus Estimate for NVIDIA's fiscal 2026 earnings has been revised upward by 4.5% to $4.66 per share, reflecting a 56% increase from fiscal 2025 [12] Micron Technology - Micron Technology also holds a Zacks Rank 1 and a Growth Score of A, with fiscal 2026 earnings consensus rising 93.3% to $31.36 per share [15] - The company is capitalizing on the AI boom, focusing on next-generation DRAM and 3D NAND to meet the demand for memory chips [16] Credo Technology - Credo Technology has a Zacks Rank 1 and a Growth Score of B, with fiscal 2026 earnings estimates increasing by 36.3% to $2.78 per share [19] - The company is benefiting from strong demand for high-speed, energy-efficient data center connectivity solutions, particularly in the active electrical cables segment [20] Amtech Systems - Amtech Systems holds a Zacks Rank 1 and a Growth Score of A, with fiscal 2026 earnings estimates jumping 186.7% to 43 cents per share [22] - The company is experiencing robust demand for advanced semiconductor packaging and has implemented cost reduction initiatives that have resulted in $13 million of annualized savings [24]

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the Best Unstoppable Growth Stocks to Buy Right Now. The share price of TSM rose more than 54% last year, and Wall Street sees further growth with an analyst 12-month price target suggesting around 10% upside from the current level. Recently, on December 7, JPMorgan raised the price target on the stock from NT$1,700 to NT$2,100 and maintained a Buy rating on the stock. The firm expects Taiwan Semiconductor Manufacturing Company Limit ...

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（原标题：美股三大指数集体高开 阿斯麦涨超3%） 人民财讯1月9日电，美股三大指数集体高开，道琼斯指数涨0.18%，标普500指数涨0.16%，纳斯达克综 合指数涨0.07%。芯片股普涨，阿斯麦涨超3%，博通、美光科技涨超1%。 ...

You might expect a technology that literally owes its existence to artificial intelligence (AI) to be bullish on AI stocks, and that’s the case with Grok and other AI chatbots. Despite fears that the AI bubble could soon burst, Grok named AI-related stocks as the best bets for 2026. That view is also shared by fellow chatbots ChatGPT and Google Gemini — along with stock experts of the human variety. According to The Motley Fool’s 2026 AI Investor Outlook Report, fewer than 10% of AI investors plan to redu ...

中心将提供必要的基础设施和公共服务，服务于半导体设计与原型制造，包括：提供半导体芯片试 生产支持服务，授予电子设计自动化设计软件使用权，共享芯片知识产权设计软件库，开展设计技术审 查、培训、测试等。 （原标题：越南成立半导体芯片试生产国家支持中心） 越通社1月5日报道，越南科技部近日颁布第4386/Q?-BKHCN号决定，宣布成立半导体芯片试生产 国家支持中心，明确中心职能、任务、权限及组织架构。 该中心隶属于科技部信息技术工业局，负责协助局长监管越南半导体产业，支持芯片试生产，提供 综合性支持服务，以促进产业发展。中心有望成为越南基础设施公共服务重要平台，推动半导体芯片设 计、试生产及商业化，提升越南在全球半导体价值链中的自主能力和地位。 中心另一重点任务是培养半导体产业人力资源。中心将组织开展专业化实践培训课程，支持高校开 展芯片设计相关活动，着力培养高技能工程技术人才。支持初创企业发展，促进半导体芯片产品商业 化，对接国家投资基金和资助项目，提供试生产后芯片性能测试与评估服务。为半导体领域创新营造良 好条件，推动生态体系建设，促进国际合作。 据悉，越南目前在封装、测试、材料和半导体设备等领域拥有7000 ...

每经AI快讯，1月9日，英特尔涨8.7%，创2024年4月份以来盘中新高。 （文章来源：每日经济新闻） ...

Although Nvidia (NASDAQ: NVDA) has been facing some uncertainty regarding its future sales in China, its overall outlook this year remains broadly positive, per the latest claims on Wall Street.Namely, Mizuho Securities’ Vijay Rakesh argued in a January 9 note that sustained upside from artificial intelligence (AI) accelerators and wafer fab equipment, as well as optical and memory demand, are still notable tailwinds.“AVGO, NVDA remain best-positioned to benefit from secular trends in AI accelerator demand ...

川商传媒吴奇 记者孙雪涵报道 2026年开年，四川国有股权投资基金体系在资本市场接连迎来喜讯。 1月8日，两家人工智能产业链企业——上海天数智芯半导体股份有限公司（证券简称"天数智芯"）与北京智谱华章科技股份有限公司（证券简称"智谱"）， 同日于香港联交所主板挂牌上市。引人注目的是，这两家公司早在上市前半年左右，便已获得四川国有股权投资基金体系的战略投资，如今随着企业成功上 市，相关投资在短期内实现了惊人的账面回报，合计浮盈5.61亿元，为四川国资新一年的投资布局赢得了漂亮的"开门红"。 精准捕获"硬核芯片" 投资天数智芯半年浮盈超1.54亿元 1月8日，中国领先的通用GPU芯片及AI算力解决方案提供商——天数智芯正式登陆港交所。上市次日（1月9日），其股价上涨10.97%，收报174港元/股，市 值攀升至442.51亿港元。 图源：四川兴川 天数智芯成立于2015年，总部位于上海。根据弗若斯特沙利文的资料，在中国芯片设计公司中，天数智芯是首家实现推理通用GPU芯片量产的公司，首家实 现训练通用GPU芯片量产的公司，及首家采用先进7nm工艺技术达成该等里程碑的公司。 智谱单笔投资浮盈4.07亿元 同日挂牌的智 ...