THIS IS "THE CLOSE. " ROMAINE: STOCKS REBOUND AND SOFTWARE, ANOTHER RECORD HIGH FOR EMERGING MARKETS. LIVE FROM STUDIO 2 IN NEW YORK, I'M ROMAINE BOSTICK. BAILEY: AND I'M BAILEY. S&P DOWN ABOUT .5%. THIS ALL DOES COME AFTER EARNINGS DIDN'T LIVE UP TO EXPECTATIONS FROM NVIDIA. DOWN 5%. ON PACE FOR ITS WORSE DAY IF IT CLOSES THERE, SINCE APRIL. THE STOCK'S DOWN 3.5%. U.S.-IRAN TALKS. CRUDE STILL DOWN. NOW SOME JITTERS CALMING SO A BIT OF A SELLOFF OR AT LEAST FLATTENED CRUDE BUT NONETHELESS A LOT OF RED IF YO ...

最近几年，芯片是年年涨价，特别是先进的芯片，比如5nm、3nm这些，由于几乎整个市场，都掌握在 台积电一家手中，更是涨个不停。 所以我们看到像旗舰手机Soc，一年比一年价格高，于是旗舰手机也是不断的涨价，因为成本高了。 前段时间就传出消息称，2nm芯片相比于3nm，又要涨50%，到时候2nm芯片的手机，可能会继续上 涨，一时之间，让大家都有点担忧了。 但近日，ASML传出了好消息，那就是ASML掌握了新技术，可以让EUV光刻机的产能提升50%。 按照ASML的说法，目前EUV光刻机的光源功率是600W，接下来他们要将其提升至1000W，然后其晶 圆处理速度，能够提升50%。 意味着原来可能1小时生产的芯片是1万块，现在变成1.5万块，意味着成本可能会降三分之一左右，那 么不可避免的，芯片价格就会下降。 就算台积电垄断市场，也不得不降价，因为三星、英特尔也在虎视眈眈，一旦台积电不降价，另外两家 降价，台积电也撑不住。 所以，如果ASML将EUV光刻机的产能，真的提升50%，对于整个芯片行业，以及消费电子产业而言， 都是极大的利好消息，意味着大家的成本，都会降不少。 不过，ASML称，这一项技术要到2030年才会 ...

Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Speaker9Good afternoon, everyone, and welcome to Data I/O's fourth quarter 2025 financial results conference call. Please note today's event is being recorded. At this time, I'd like to turn the conference over to Mr. Jordan Darrow, Investor Relations. Please go ahead, sir.Speaker7Thank you, operator. Welcome to the Data I/O Corporation fourth quarter 2025 financial results conference call. With me today are the company's President ...

The S&P 500 (SNPINDEX:^GSPC) fell 0.54% to 6,908.86 and the Nasdaq Composite (NASDAQINDEX:^IXIC) dropped 1.18% to 22,878.38 as AI jitters weighed on tech. The Dow Jones Industrial Average (DJINDICES:^DJI) inched up 0.03% to 49,499.20, reflecting its lower tech weight. Market movers Chip bellwether Nvidia (NASDAQ:NVDA) slumped despite posting another earnings beat after market close yesterday. Other tech giants, Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), and Apple (NASDAQ:AAPL) also lost ground today. ...

证券代码：688691 证券简称：灿芯股份 公告编号：2026-003 灿芯半导体（上海）股份有限公司 2025年度业绩快报公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性依法承担法律责任。 本公告所载灿芯半导体（上海）股份有限公司（以下简称"公司"）2025年度主要财务数据为初步核算数 据，未经会计师事务所审计，具体数据以公司2025年年度报告为准，提请投资者注意投资风险。 一、2025年度主要财务数据和指标 单位：万元 ■ 注： 1、本报告期初数同法定披露的上年年末数。 2、以上财务数据及指标以合并报表数据填列，但未经审计，最终结果以公司2025年年度报告为准。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，公司实现营业总收入72,535.26万元，较上年同比减少33.43%；实现归属于母公司所有者的 净利润-11,506.33万元，归属于母公司所有者的扣除非经常性损益的净利润-12,539.75万元，分别较上年 同比减少288.48%和384.70%。 报告期内经营业绩变化的主 ...

Shares of artificial intelligence chipmaker Nvidia (NASDAQ: NVDA) slipped Thursday, following the company's fiscal fourth-quarter results. Apparently, 73% revenue growth and a near-doubling of its earnings per share weren't enough to please the Street. Even the company's guidance was spectacular. Yet here we are, with shares trading lower. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critic ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Farr - Equity Research AnalystMartin Yang - Executive Director and Senior Equity Research AnalystTore Svanb ...

Ambarella (NasdaqGS:AMBA) Q4 2026 Earnings call February 26, 2026 04:30 PM ET Company ParticipantsFermi Wang - President and CEOJoe Moore - Managing Director and Head of U.S. SemiconductorsJohn Young - CFOLouis Gerhardy - VP of Corporate DevelopmentQuinn Bolton - Managing Director of Equity ResearchConference Call ParticipantsGus Richard - Managing Director and Senior Equity AnalystKevin Cassidy - Managing Director and Senior Equity AnalystLiam Pharr - Equity Research AnalystMartin Yang - Executive Director ...

Apple Inc (NASDAQ:AAPL) CEO Tim Cook sat in a classified CIA briefing in Silicon Valley in 2023 and was told China could move on Taiwan as early as 2027. He later told officials he now “slept with one eye open.” Prediction markets suggest he’s not the only one paying attention. A Polymarket contract asking “Will China invade Taiwan by end of 2026?” is priced at 10% with over $9 million in volume. A separate contract on a military clash between the two, which traders view as a precursor to full invasion, ...

Nvidia (NVDA) just crushed expectations, and AI Crypto coins reacted. The chip giant posted $68.1 billion in quarterly revenue, up 73% year over year, lighting up equity markets. But the reaction was not limited to stocks. AI-linked crypto tokens like Bittensor (TAO) and Internet Computer (ICP) jumped alongside the news. That raises the obvious question. Why does a chipmaker’s earnings report send decentralized AI tokens ripping higher? Why Nvidia’s Numbers Move Crypto Markets To see why a stock can m ...