Workflow
Semiconductors
icon
Search documents
SCOTUS Poised For Major Ruling On Tariffs
Seeking Alpha· 2026-01-09 12:11
Group 1: Economic Indicators - The latest non-farm payrolls report is expected to be positively influenced by seasonal hiring and the government restart [2] Group 2: Corporate Developments - Glencore and Rio Tinto have resumed discussions regarding a potential merger nearly a year after previous talks ended [3] - General Motors is facing an additional $7.1 billion writedown due to a reduction in electric vehicle production and operations in China [3] - Nvidia has appointed a former Google executive as its first marketing chief [7] - Disney plans to continue expanding its investments in China [7] - Tilray Brands reported record quarterly revenue, leading to a significant stock increase [8] Group 3: Legal and Regulatory Issues - The Supreme Court is expected to rule on the legality of President Trump's tariffs, which are designed to reduce the trade deficit and counter fentanyl trafficking [4] - The tariffs were enacted under the International Emergency Economic Powers Act of 1977, raising questions about whether they fall under taxation or regulatory powers [5] - There is uncertainty regarding whether a potential ruling against the tariffs would require refunds, with estimates suggesting that refunds could total around $130 billion [6] Group 4: Market Performance - In Asia, Japan's market increased by 1.6%, while Hong Kong and China saw modest gains of 0.3% and 0.9% respectively; India experienced a decline of 0.7% [8] - European markets showed positive movement with London up 0.4%, Paris up 0.8%, and Frankfurt up 0.3% [8] - Futures indicate a flat opening for the Dow, with slight increases for the S&P and Nasdaq [8]
德州仪器取得高速缓冲存储器大小改变专利
Jin Rong Jie· 2026-01-09 11:53
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 作者:情报员 国家知识产权局信息显示,德州仪器公司取得一项名为"高速缓冲存储器大小改变"的专利,授权公告号 CN113853589B,申请日期为2020年5月。 ...
TSMC Stock Rises After Bumper Sales. What That Says About a Potential AI Bubble.
Barrons· 2026-01-09 11:42
Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally. ...
Wall Street Breakfast Podcast: Tariffs On Decision Watch
Seeking Alpha· 2026-01-09 11:36
Group 1: Tariffs and Legal Developments - The Supreme Court is expected to rule on the legality of tariffs imposed by President Trump under the International Emergency Economic Powers Act (IEEPA) [3][4] - If deemed unlawful, the U.S. government may need to refund over $133.5 billion in duties to importers [6] Group 2: Alibaba and Nvidia - Alibaba's shares rose by 3.1% following reports that China may approve the import of Nvidia's H200 AI chips [6][7] - Alibaba is reportedly inquiring about purchasing over 200,000 units of the H200 chips to enhance its large language models and compete with U.S. firms [8] Group 3: Disney's Investment in China - Disney CEO Bob Iger announced plans to continue expanding investments in China, expressing confidence in the country's development [9] - Iger's visit may suggest potential plans for opening another theme park in China, as Disney currently operates Shanghai Disneyland [10]
10 Best Stocks to Buy for High Returns in 2026
Insider Monkey· 2026-01-09 11:36
In this article, we will look at the 10 Best Stocks to Buy for High Returns in 2026.​On January 6, Brian Belski, the CEO and chief investment officer of Humilis Investment Strategies, appeared on a CNBC Television interview to talk about his outlook for 2026. He expects the S&P 500 to end the year between 7,300 and 7,500. He had released a note earlier, saying that his firm sees the US stock market transitioning towards an earnings-driven and fundamentally performance-driven trajectory. Belski noted that th ...
BofA Updates Semiconductor PTs, Framing 2026 as the Midpoint of the Decade-Long AI Infrastructure Shift
Yahoo Finance· 2026-01-09 11:31
Teradyne Inc. (NASDAQ:TER) is one of the hot tech stocks to invest in. On December 16, Bank of America raised the firm’s price target on Teradyne to $235 from $205 with a Buy rating on the shares. This sentiment came out as BofA broadly updated its price targets for the US semiconductor stocks, framing 2026 as the halfway point of a decade-long transition to AI-driven infrastructure. The firm noted that while stock performance may be volatile, this uncertainty should be balanced by the rise of AI factories ...
国家队入股后股价已飙升70%!特朗普会晤英特尔(INTC.US)CEO陈立武 直言是一场“伟大交易”
智通财经网· 2026-01-09 11:29
Core Viewpoint - The meeting between President Trump and Intel CEO Pat Gelsinger highlights the U.S. government's support for Intel, which has resulted in a significant increase in the company's stock price since the government began purchasing shares [1][2]. Group 1: Government Involvement - The U.S. government has purchased up to 10% of Intel's shares, with current holdings at approximately 5.5%, contributing to a stock price increase of over 70% since the announcement [1]. - Trump's post on Truth Social emphasized the government's commitment to bringing advanced chip manufacturing back to the U.S. and described the meeting as a "great deal" for both parties [1]. Group 2: Company Performance and Future Plans - Since taking over as CEO in March 2022, Pat Gelsinger has taken steps to stabilize Intel's business, including securing investments from Nvidia and SoftBank worth billions [1]. - Intel plans to begin shipping its first products below 2 nanometers (18A) by the end of 2025, although the company still relies on TSMC for some chip manufacturing [1]. Group 3: Financial Aspects - The government's initial investment in August was valued at $5.7 billion, with potential future value reaching $27.7 billion depending on market developments [2]. - The current public market value of the government's holdings is slightly above $11 billion [2].
卓胜微:公司一直以来积极布局芯卓产业化项目建设
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,卓胜微(300782)在互动平台回答投资者提问时表示,公司一直以来积极布局芯 卓产业化项目建设,基于长期对射频设计和高端工艺的积累,公司现已储备了可面向高端射频、卫星通 讯等不同领域的基础工艺技术底蕴积累。 ...
芯朋微:预计2025年净利同比增66%
Core Viewpoint - Chipone Microelectronics (688508) expects a net profit attributable to shareholders of approximately 185 million yuan in 2025, representing a year-on-year increase of about 66% [1] Group 1: Financial Projections - The company anticipates an 18% growth in operating revenue for the fiscal year 2025 [1] - The expected growth in revenue is primarily driven by significant increases in emerging markets, including servers, communications, industrial motors, optical storage, and new energy vehicles, with a projected year-on-year growth of around 50% [1] - Revenue from new product categories such as DC-DC converters, drivers, digital PMICs, power devices, and power modules is expected to grow by approximately 39% year-on-year [1]
通富微电:拟调整厦门通富担保比例至63.1667%
Xin Lang Cai Jing· 2026-01-09 11:05
通富微电公告称,公司拟将厦门通富在国开行厦门分行被担保债务的担保比例从10%调至63.1667%。截 至公告披露日,厦门通富项目贷款余额5.7亿元,公司实际担保余额0.57亿元。厦门通富2025年1 - 9月营 收77,413.46万元,净利润-3,499.55万元。本次新担保总额30,305.02万元,占2024年底经审计归母净资产 2.06%,该事项尚需股东会审议。 ...