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 ...

Key Points Artificial intelligence stocks have skyrocketed in recent years on optimism about this technology’s potential. Concerns about the possibility of an AI bubble, however, weighed on these players in late 2025. 10 stocks we like better than Nvidia › For much of last year, artificial intelligence (AI) stocks soared. As in the previous couple of years, investors piled into this investing theme to potentially bet on the next big innovation set to change the way the world operates. AI has alread ...

Broadcom and Nvidia can both win in the AI chip maker but there's one stock which could benefit from either coming out on top, according to Mizuho. ...

The sale of shares by Tolany does not appear to be alarming, as it seems that the V.P. was simply monetizing profits from exercising the shares. The executive still holds over 60,000 SLAB shares, as he did before both sales. In fact, on Oct. 31, 2025, Tolany, along with two other top Silicon Lab executives, purchased shares through their Employee Stock Purchase Plans (ESPP).It utilizes a fabless business model, where it generates revenue through the design and sale of semiconductor products without manufact ...

David Kang from B.Riley Financial sets a price target of $18 for AXTI, suggesting a potential decrease of approximately -30.31% from its current trading price.AXT revises its Q4 2025 revenue expectations to between $22.5 million and $23.5 million due to fewer export control permits issued by China's Ministry of Commerce.The company's stock price has seen a 7.13% increase, reaching $25.83, despite the challenges.AXT, Inc. (NASDAQ: AXTI) is a key player in the semiconductor industry, specializing in the produ ...

Group 1 - The company, Ruichuang Weina, is focusing on the fields of infrared, microwave, and laser technologies combined with AI [1] - The automotive sector is highlighted as a significant application area for the company [1] - The company expresses willingness to collaborate with all outstanding enterprises in the industry [1]

Key Takeaways MU reported a 69% year-over-year jump in DRAM revenues to $10.8B, led by AI-related demand.AI servers require far more memory, pushing DRAM content per server and average selling prices higher.Tight industry supply and expanding HBM customers are supporting MU's pricing power and outlook.Micron Technology, Inc.’s (MU) recent revenue surge has been driven largely by a sharp rise in DRAM demand tied to artificial intelligence (AI) workloads. In the first quarter of fiscal 2026, MU’s DRAM revenue ...

Taiwan Semiconductor Manufacturing (NYSE:TSM) shares have been unstoppable in the past year, gaining more than 52%, thanks in part to a handful of incredible quarters. ...