The artificial intelligence (AI) hype is warranted, but between giants like Nvidia and rising stars like Iren, many promising stocks can slip under investors' radars. Micron Technology (NASDAQ: MU) is one of those companies. It's far from small, with a $437 billion market cap, but its recent quarterly results, strong outlook, and bargain-basement valuation make it compelling. It's silently crushed the stock market over the past year, and is already starting 2026 strong with a 36% year-to-date gain. Even wi ...

Key Takeaways Texas Instruments posted Q4 EPS of $1.27, down 2% Y/Y, missing the consensus estimate by 2.3%.Texas Instruments saw revenues rise 10% Y/Y, led by 14% growth in Analog and 8% in Embedded Processing.TXN guided Q1 2026 revenues to be in the range of $4.32-$4.68B and EPS of $1.22-$1.48.Texas Instruments (TXN) reported fourth-quarter 2025 earnings per share of $1.27, which missed the Zacks Consensus Estimate by 2.3% and came above the midpoint of management’s guidance of $1.13 to $1.39. The bottom ...

Intel Corp (NASDAQ:INTC) just sparked panic—and then flashed a rare insider buy signal. INTC is down roughly 12% over the past week after management flagged weak guidance and warned of a supply shortage. In chip land, supply uncertainty kills the narrative fast. Investors hate uncertainty in fabs, inventory, and production timelines.But as Wall Street was selling, Intel's CFO David Zinsner was buying.Zinsner purchased 5,882 INTC stock for about $250,000 at an average price near $42, marking Intel's first in ...

格隆汇1月28日丨旋极信息(300324.SZ)在互动平台表示，公司目前未在脑机方面进行布局。公司在推理 芯片及算力中心有投、建、运的技术能力。 ...

Core Insights - VisionWave Holdings, Inc. has announced significant milestones in its technology initiatives, including the completion of an intellectual property transfer from Boca Jom Ltd. into their joint venture, and the formation of specialized teams to advance the VisionRF™ platform [1][2] Intellectual Property Transfer - Boca Jom has successfully transferred three intellectual property portfolios into the joint venture, which are expected to provide development kits for final development, testing, and integration phases [3] - The transferred IP encompasses advanced Electronic Design Automation (EDA) tools aimed at addressing challenges in advanced-node semiconductor design [4] Advanced EDA Tools - The three advanced EDA software tools include: - AstraDRC™: An AI-assisted automated Design Rule Check correction engine to enhance layout closure and yield - VerityLVS™: An automated Layout-Versus-Schematic correction platform to minimize design mismatches and iteration cycles - RelianceRV™: An interactive reliability-closure tool addressing various reliability constraints at advanced manufacturing nodes [8] VisionRF™ Platform Development - VisionWave has assembled a team of RF experts to advance the VisionRF™ platform, which is designed for real-time RF imaging applications in defense and civil sectors [5][6] - The team will focus on defining system architecture, methodologies, and development pathways for a proof-of-concept [6] Global Execution Strategy - VisionWave's strategy includes a multinational technical and operational footprint across North America, Europe, and the Middle East, facilitating global deployment and customer engagement [10] - The company's presence in Tel Aviv provides strategic access to a dynamic RF and semiconductor innovation ecosystem, enhancing R&D capabilities [11] Platform Strategy - The milestones align with VisionWave's strategy to create a vertically integrated technology platform that spans advanced computation, RF sensing, and semiconductor enablement, while maintaining capital discipline [12]

HAYWARD, Calif., Jan. 28, 2026 /PRNewswire/ -- Ultra Clean Holdings, Inc. (Nasdaq: UCTT) today announced that Harjinder Bajwa has departed the company effective January 25, 2026, and that Robert Wunar has been appointed Chief Operating Officer effective March 23, 2026. "I would like to thank Harjinder for his many contributions to UCT," continued James Xiao, CEO. "During his tenure, Harjinder played an important role in strengthening our operational foundation and positioning UCT for the future. We are grat ...

Core Insights - United Microelectronics Corporation (UMC) reported a consolidated revenue of NT$61.81 billion (US$1.97 billion) for Q4 2025, marking a 4.5% increase from Q3 2025 and a 2.4% increase year-on-year [1] - The company's earnings per share (EPS) for Q4 2025 was NT$0.81 (US$0.129), with net income attributable to shareholders of NT$10.06 billion (US$320 million) [1] - UMC's 22/28nm technology revenue contributed 36% to wafer revenue, with a significant 31% quarter-on-quarter increase in 22nm revenue [1] Financial Performance - Q4 2025 operating revenues reached NT$61.81 billion, up from NT$59.13 billion in Q3 2025, and NT$60.39 billion in Q4 2024 [1] - Gross profit for Q4 2025 was NT$18.96 billion, representing a gross margin of 30.7% [1] - Operating income increased by 10.0% quarter-on-quarter to NT$12.23 billion [1] Capacity and Utilization - UMC's wafer shipments in Q4 2025 were 994K, a slight decrease of 0.6% from Q3 2025, with an overall capacity utilization rate of 78% [1] - Total capacity for Q4 2025 was 1,305K 12-inch equivalent wafers, expected to decrease to 1,283K in Q1 2026 due to annual maintenance [1] Strategic Initiatives - UMC is focusing on expanding its footprint in the U.S. through partnerships, including a collaboration with Intel on 12nm technology and a Memorandum of Understanding with Polar Semiconductor [1] - The company inaugurated a Circular Economy and Recycling Innovation Center aimed at reducing waste generated by its Taiwan fabs by up to one-third [2] Market Outlook - UMC anticipates firm wafer demand in Q1 2026, with expectations for continued growth in 2026 driven by advancements in 22nm platforms and new solutions [1] - The company aims to leverage advanced packaging and silicon photonics as new growth catalysts to meet the evolving needs of high-performance applications across various sectors [1]

格隆汇1月28日丨至纯科技(603690.SH)在投资者互动平台表示，公司的核心客户包括行业一线集成电路 制造企业，也包括上述您提到的这些客户。公司为晶圆厂提供制程设备、高纯工艺设备及系统、电子材 料、零部件及专业服务。公司半导体湿法设备订单90%以上来源于逻辑客户。 ...

Microsoft released its in-house chip that will directly compete with Nvidia.Here's an AI stock that'll crush the market in 2026, and no, it's not Nvidia (NVDA +1.15%). Microsoft (MSFT +2.23%) is going to have the best year among the AI leaders. Why is that? Because on Jan. 26, the software company revealed its long-awaited Maia 200 chip.NASDAQ : MSFTMicrosoftToday's Change( 2.23 %) $ 10.51Current Price$ 480.79Key Data PointsMarket Cap$3.6TDay's Range$ 473.13 - $ 482.8552wk Range$ 344.79 - $ 555.45Volume1.3M ...

FAD2.0 基于华山 A2000 芯片开发，该芯片已通过美国商务部与国防部的相关审查，获准在全球范围内销售和应用。黑芝麻智能表示，该公司成为国内首家 通过此类审查的企业，标志着 A2000 芯片进入规模化应用阶段，为辅助驾驶商业化提供核心算力支持。 IT之家从官方获悉，FAD2.0 开放平台包含 A2000 高算力计算平台、配套软件 SDK、AI 工具链、端到端及视觉语言模型参考模型，并支持第三方算法和软 件生态。 在技术实现上，平台提供桌面级与车规级双重接口，采用可扩展核心板设计，以降低外设更换成本和系统集成周期。软件 SDK 开放 Linux 内核与驱动源 码，内置实时性补丁，支持客户灵活接入超过 24 路摄像头及 4 路万兆以太网等高带宽传感器，同时提供 Ubuntu 环境加速软件调试。 其 AI 工具链基于行业标准 MLIR 框架，可部署与优化从 CNN、BEV 到端到端、视觉语言模型等多种结构，并通过工具链提升模型量化精度与稀疏加速效 率。平台已集成 Classic AUTOSAR 与 Hypervisor+RTOS 等第三方解决方案，确保系统满足车规级可靠性与量产要求。 安全方面，A2000 芯 ...