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Qorvo® Announces Fiscal 2026 Third Quarter Financial Results
Globenewswire· 2026-01-27 21:00
GREENSBORO, N.C., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Qorvo® (Nasdaq:QRVO), a leading global provider of connectivity and power solutions, today announced financial results for the Company’s fiscal 2026 third quarter ended December 27, 2025. On a GAAP basis, revenue for Qorvo’s fiscal 2026 third quarter was $993.0 million, gross margin was 46.7%, operating income was $192.1 million, and diluted earnings per share was $1.75. On a non-GAAP basis, gross margin was 49.1%, operating income was $247.6 million, and ...
Microsoft Releases Powerful New AI Chip to Take on Nvidia
Yahoo Finance· 2026-01-27 20:17
There's no denying that Nvidia's (NASDAQ: NVDA) graphics processing units (GPUs) are tops when it comes to artificial intelligence (AI) processing. Unfortunately, being the king of the hill means there's always someone trying to take your crown. Microsoft (NASDAQ: MSFT) just announced the debut of a powerful new AI chip, the latest move in the company's bid to become a greater force in the AI landscape. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stock ...
Why Is IONQ Stock Trading Higher Today? - IonQ (NYSE:IONQ)
Benzinga· 2026-01-27 18:29
IonQ Inc. (NYSE:IONQ) shares are on the rise this Tuesday following the company’s acquisition of U.S. chip manufacturer SkyWater Technology Inc. (NASDAQ:SKYT) . The deal, valued at approximately $1.8 billion, was announced by SkyWater on Monday as part of IonQ’s efforts to enhance its quantum technology capabilities.Deal Structure And TermsIonQ agreed to buy SkyWater Technology for $35 per share. SkyWater shareholders will receive $15 in cash and $20 in IonQ stock for each share they own.After closing, SkyW ...
Why Is IONQ Stock Trading Higher Today?
Benzinga· 2026-01-27 18:29
IonQ Inc. (NYSE:IONQ) shares are on the rise this Tuesday following the company’s acquisition of U.S. chip manufacturer SkyWater Technology Inc. (NASDAQ:SKYT) . The deal, valued at approximately $1.8 billion, was announced by SkyWater on Monday as part of IonQ’s efforts to enhance its quantum technology capabilities.Deal Structure And TermsIonQ agreed to buy SkyWater Technology for $35 per share. SkyWater shareholders will receive $15 in cash and $20 in IonQ stock for each share they own.After closing, SkyW ...
温州新晋“万亿之城” 长三角“深水博弈”开场
对长三角万亿GDP城市而言,产业质量正成为更长周期的竞争变量。 | | 长三角万亿之城2025年经济数据 | | | --- | --- | --- | | 城市 | 2025年GDP总量(万亿元) | 2025年GDP増速 | | 上海 | 5.67 | 5.4% | | 苏州 | 预计2.77 | 预计5.4%左右 | | 杭州 | 2.3 | 5.2% | | 南京 | | 预计5.2%左右 | | 宁波 | 1.87 | 4.9% | | 无锡 | 预计1.68左右 | 预计5.1%左右 | | 合肥 | | 预计6%左右 | | 南道 | 预计1.3 | 预计5.3% | | 常州 | | 预计5.2%左右 | | 温州 | 1.02 | 6.1% | | | 数据来源:各城市统计局、各城市2026年政府工作报告 | | | 敕阳· 加宁超 | | | 对于长三角万亿之城而言,GDP规模仍然重要,但已不再是唯一指标。产业结构是否合理、新旧动能能否接续,正在成为衡量 一座城市发展质量的重要维度。 2025年,上海经济在稳增长与结构升级中继续向前,全年地区生产总值达56708.71亿元,同比增长5.4% ...
[BrokerRatings]Analyst Ratings: Tech and Industrials Lead Strong Buy Momentum
Stock Market News· 2026-01-27 14:13
Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]
Dear Sandisk Stock Fans, Mark Your Calendars for January 29
Yahoo Finance· 2026-01-27 14:00
Milpitas, California-based Sandisk is a leading designer, developer, manufacturer, and marketer of NAND flash memory storage solutions. Its broad portfolio spans solid-state drives (SSDs), memory cards, and embedded storage products that serve consumer electronics, enterprise customers, and data centers worldwide. With a market capitalization of approximately $69.4 billion, SanDisk has built a comprehensive flash ecosystem that supports a seamless and resilient flow of data across modern digital infrastruct ...
又一存储独角兽赴港上市,估值超100亿,五年飙涨12倍
21世纪经济报道· 2026-01-27 13:22
Core Viewpoint - The article highlights the successful IPO application of Shenzhen Hongxin Yu Electronics Co., Ltd. (Hongxin Yu), a rapidly growing independent storage manufacturer in China, amidst a significant price surge in the storage industry. The company aims to capitalize on the booming semiconductor market and its strong valuation of nearly 10.8 billion RMB [1][4]. Group 1: Company Overview - Hongxin Yu, founded in 2018, has quickly become the fifth largest independent storage manufacturer globally and the second largest in mainland China, driven by the urgent need for domestic semiconductor supply chain localization [2][4]. - The company has completed at least seven rounds of equity financing in just seven years, attracting numerous well-known investment institutions, leading to a valuation increase from approximately 816 million RMB in March 2020 to 10.76 billion RMB by March 2025, representing a growth of over 12 times [4][5]. Group 2: Financial Performance - In the first nine months of 2025, Hongxin Yu's revenue reached 7.744 billion RMB, significantly exceeding the 2023 level of 8.78 billion RMB, despite a slight decline in 2024 [8]. - However, the company faced a substantial net profit decline of 54.55% in the first three quarters of 2025, dropping to 351 million RMB, with a gross margin decrease from 23.7% to 13.1% due to price fluctuations in its core embedded storage products [10][12]. Group 3: Market Position and Strategy - Hongxin Yu's embedded storage business is its main revenue driver, contributing 35.76 billion RMB, or 46.2% of total revenue in the first nine months of 2025. The company is expanding into higher-value automotive and enterprise-level markets [5][7]. - The global storage market is projected to grow from 263.3 billion USD in 2025 to 407.1 billion USD by 2029, with an annual growth rate of 11.5%, driven by AI and cloud computing demands [7][8]. - The company is preparing for the AI-driven storage supercycle, focusing on developing next-generation control chips and advanced testing centers to meet the increasing data demands of AI applications [12].
每100元收入71元来自腾讯,燧原科技60亿募资困局难破
凤凰网财经· 2026-01-27 12:43
来源丨凤凰网财经《IPO观察哨》 作为2026年A股首单获受理的IPO项目,上海燧原科技股份有限公司(下称"燧原科技")于1月22日正式向上交所科创板提交上市申请,拟募资60亿 元,保荐机构为中信证券。这笔募集资金将重点投向第五代、第六代AI芯片研发及产业化、先进人工智能软硬件协同创新等项目,为公司核心技术迭 代与供应链安全保障注入动力。 然而,这笔大额募资背后,难掩公司对腾讯的深度依赖——作为"国产GPU四小龙"中最后冲刺资本市场的玩家,燧原科技自成立起便与腾讯形成"资 本+订单"的强绑定关系,关联交易已成为其营收的绝对支柱,独立经营能力缺失、客户结构失衡等隐忧凸显,而这些问题也在其披露的财务数据中暴 露无遗,为此次IPO闯关蒙上阴影。 01 拟募60亿募资背后,与腾讯关联交易主导营收命脉 资料显示,燧原科技成立于2018年3月,在"国产GPU四小龙"中起步最早,但IPO进程却最为滞后。公司创始团队堪称芯片行业"老兵",具备深厚的 技术积淀与管理经验:创始人、董事长兼CEO赵立东曾任职AMD计算事业部高级总监、紫光集团副总裁,拥有超过20年芯片研发与管理经验,主导 过多款核心芯片的研发落地;另一位创始人、总 ...
温州新晋“万亿之城”,长三角“深水博弈”开场
21世纪经济报道柳宁馨 杭州报道 对长三角万亿GDP城市而言,产业质量正成为更长周期的竞争变量。 | | 长三角万亿之城2025年经济数据 | | | --- | --- | --- | | 城市 | 2025年GDP总量(万亿元) | 2025年GDP増速 | | 上海 | 5.67 | 5.4% | | 苏州 | 预计2.77 | 预计5.4%左右 | | 杭州 | 2.3 | 5.2% | | 南京 | | 预计5.2%左右 | | 宁波 | 1.87 | 4.9% | | 无锡 | 预计1.68左右 | 预计5.1%左右 | | 合肥 | | 预计6%左右 | | 南通 | 预计1.3 | 预计5.3% | | 常州 | | 预计5.2%左右 | | 温州 | 1.02 | 6.1% | | | 数据来源:各城市统计局、各城市2026年政府工作报告 | | 2025年,长三角万亿GDP城市出现新变化,总数增至10个。截至1月27日,上海、杭州、宁波、温州已公布2025年全年经济数 据,上海以5.67万亿元继续稳居龙头,杭州为2.3万亿元,宁波未过两万亿元,温州成为新晋万亿之城。 根据各城市2026年两 ...