格隆汇12月30日｜A股市场芯片概念股走强，其中，新相微涨超12%，电科芯片10CM涨停，卓胜微涨 近10%，东芯股份涨超8%，赛微电子、灿芯股份、寒武纪-U涨超5%。消息面上，中芯国际宣布，拟以 406亿元发行股份收购国家集成电路基金等五方持有的中芯北方49%股权，交易完成后将全资控股这家 12英寸晶圆代工核心企业。 ...

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。 作者：情报员 国家知识产权局信息显示，英特尔公司申请一项名为"包括低热导率气体的气凝胶以及相关装置和方 法"的专利，公开号CN121227034A，申请日期为2025年6月。 本文源自：市场资讯 专利摘要显示，公开了包括低热导率气体的气凝胶、以及相关装置和方法。本文中公开的示例气凝胶包 括：框架，该框架包括多个孔；和气体，该气体处于多个孔中的至少一个孔中，该气体的热导率低于空 气的热导率。 ...

BANGKOK (AP) — Shares opened mixed in Europe on Tuesday after slipping in Asia as some regional markets wrapped up trading for the year. Crude oil prices edged higher and gold and silver resumed their ascent. U.S. futures were flat. In Tokyo, Japanese Prime Minister Sanae Takaichi rang out the final session for 2025 in a traditional year-end ceremony. “By realizing a Japanese economy that earns the trust of investors around the world, we will create a virtuous cycle in which global capital flows into J ...

Core Viewpoint - The surge in demand for data storage driven by artificial intelligence has significantly boosted Kioxia Holdings Corp.'s stock performance, highlighting the ongoing AI boom despite market fluctuations [1]. Group 1: Stock Performance - Kioxia's shares have increased approximately 540% year-to-date, outperforming all other members of the MSCI World Index and becoming the top stock in Japan's Topix benchmark for 2025 [2]. - The company's market valuation has reached about ¥5.7 trillion, following its debut on the Tokyo Stock Exchange last December [2]. Group 2: Industry Demand - The tech industry's demand for memory chips is surging as hyperscalers expand their AI infrastructure, with Kioxia's chips being crucial for AI training and data centers [3]. - Analysts predict a significant increase in memory prices due to a supply crunch amid soaring demand from major tech firms [3]. Group 3: Future Outlook - Investors are optimistic about Kioxia's revenue growth driven by solid demand and rising prices, with expectations that the memory rush will continue into 2026 [4]. - Other companies in the semiconductor supply chain, such as chip wafer makers like Sumco Corp., are also expected to benefit from the strong memory demand [4]. Group 4: Market Concerns - Despite the strong stock performance, there are concerns regarding potential overvaluation, which has affected other AI-related stocks [5]. - Kioxia's stock experienced a 23% drop in a single day after its quarterly earnings fell short of investor expectations in November [5]. Group 5: Supply Dynamics - The current demand for memory is significantly outpacing supply, positioning Kioxia favorably to navigate potential market uncertainties in 2026 [6]. - Concerns about a slowdown in data center investments are not expected to impact memory prices in the near term, as the market remains heavily undersupplied [6].

专利摘要显示，本文公开的实施例包括一种装置，其包括具有第一表面、第二表面和将第一表面耦合到 第二表面的侧壁表面的第一层。在实施例中，第一层包括玻璃层。在实施例中，第二层在第一层的第一 表面、第二表面和侧壁表面上。在实施例中，第二层是有机电介质材料。在实施例中，第三层在第二层 上，并且第三层是金属材料。在实施例中，第三层的边缘与第二层的边缘基本上共面。 作者：情报员 国家知识产权局信息显示，英特尔公司申请一项名为"用于混合面板制造的重构玻璃面板"的专利，公开 号CN121237650A，申请日期为2025年5月。 本文源自：市场资讯 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。 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a potential investment opportunity, possessing critical energy infrastructure assets that are essential for supporting the anticipated surge in energy demand from AI data centers [3][6] - This company is not a chipmaker or cloud platform but is positioned to benefit from the increasing need for electricity in the digital age [3][6] Energy Infrastructure - The company owns vital nuclear energy infrastructure assets, making it central to America's future power strategy [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewable fuels [7] Financial Position - The company is noted for being debt-free and having a substantial cash reserve, amounting to nearly one-third of its market capitalization [8] - It also holds a significant equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without high premiums [9] Market Perception - Wall Street is beginning to recognize this company due to its undervalued status and its ability to capitalize on multiple market trends without the burden of high valuations [8][10] - The company is trading at less than 7 times earnings, which is considered attractive for a business involved in both AI and energy sectors [10] Future Trends - The ongoing AI infrastructure supercycle, the onshoring boom driven by tariffs, and a surge in U.S. LNG exports are all trends that the company is well-positioned to leverage [14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related companies [12]

Core Viewpoint - Samsung Electronics has obtained an annual license from the U.S. government to import chip manufacturing equipment to its facilities in China for the year 2026 [1] Group 1 - The license allows Samsung to continue its chip manufacturing operations in China, which is significant for its production capabilities [1] - This development indicates a potential easing of restrictions on technology transfers to China, reflecting a shift in U.S. policy [1]

By Hyunjoo Jin SEOUL, Dec 30 (Reuters) - The U.S. government has granted an annual licence to Samsung Electronics and SK Hynix ​to bring in chip manufacturing equipment to their facilities ‌in China for 2026, two people familiar with the matter said on Tuesday. The ‌approval is a temporary relief for the South Korean firms and follows a U.S. decision earlier this year to revoke licence waivers given to some tech companies. One of the sources said that Washington ⁠introduced the annual approval ‌system ...

罗唯仁 资料图 图源：中时新闻网 来源：环球网 【环球网报道】台积电退休资深副总罗唯仁被爆出疑携带机密文件"回锅"美国英特尔，引发岛内科技圈 关注。据中时新闻网等台媒12月30日报道，台湾半导体业界近日传出，台检调单位于11月底搜查其位于 台北市及竹北市的住所，并查扣电脑、硬盘及多箱文件，清查发现其中有大批是台积电研发中的先进制 程技术机密资料，相关案情持续扩大侦办中。 据报道，现年75岁的罗唯仁今年7月底自台积电退休，10月底便转赴英特尔，并担任研发体系高阶主 管，此举震撼半导体业界。台积电于11月25日对罗唯仁提起民事诉讼，主张其违反聘雇合约、竞业禁止 同意书及"营业秘密法"，并怀疑罗唯仁在离职前后，可能泄露或转移公司机密给英特尔。 对此，台湾"高检署智慧财产检察分署"依涉嫌违反"国安法"，将罗唯仁列为被告侦办，并向法院申请扣 押其名下股票及不动产，业界估计相关资产总价值超过20亿元新台币。台媒报道提到，由于罗唯仁拥有 美国籍，且10月已赴美定居，后续若检调传唤罗唯仁到案，而罗未到案，恐面临拘提甚至通缉的风险。 台积电这一年不是第一次遭遇机密外泄问题。台湾联合新闻网此前曾发表评论称，先是今年5月发现2纳 ...