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 ...

2025年12月30日，强一半导体（苏州）股份有限公司（简称"强一股份"）正式登陆科创板，成为国内"半导体探针卡第一股"，也是科创板第600家上市企 业。强一股份股价以265.60元/股开盘，较85.09元/股的发行价暴涨212.14%，市值瞬间突破330亿元。截止中午收盘，股价234.98元/股，收涨176.15%。 探针卡作为晶圆测试的核心关键器件，直接决定芯片良率与生产成本，长期以来被海外FormFactor、Technoprobe等巨头垄断，国产替代率不足5%。2015 年在苏州工业园区起步的强一股份，从悬臂探针卡切入，逐步向技术壁垒更高的垂直探针卡和MEMS探针卡进阶，最终成长为中国大陆首家具备自主设计 垂直探针卡研发能力、首家拥有百级洁净度FAB车间的企业。如今，其产品已覆盖算力芯片、HBM等前沿领域，服务于中兴微、复旦微电、兆易创新等 头部企业，2023年、2024年连续跻身全球半导体探针卡行业前十，成为唯一上榜的境内企业。 在强一股份的发展历程中，创投圈上演了一场教科书级的投资案例，其中丰年资本的表现尤为抢眼。回溯2020年，当强一股份全力攻坚2D MEMS探针 卡、单次试产成本超百万元，却因 ...

12月30日，A股三大指数低开，AI概念活跃。科创50ETF（588000）早盘低开后迅速翻红，最大涨 幅达1.45%。盘面上，持仓股芯原股份上涨5.26%，佰维存储上涨5.11%，海光信息上涨4.60%，寒武纪 上涨4.52%。资金上，科创50ETF（588000）近期持续受到资金青睐，近三日资金净流入4.9亿，截至发 文，科创50ETF（588000）成交额达15.14亿元。 消息面上，12月26日国家创业投资引导基金重磅落地，中央财政出资1000亿元设立，主打天使投资 属性，通过"引导基金—区域基金—子基金"三层架构撬动万亿级社会资本入局，重点聚焦集成电路、人 工智能、航空航天、低空经济、未来能源等硬科技赛道。基金主打20年超长期耐心资本，70%资金投种 子期、初创期企业，精准补位半导体芯片早期研发融资缺口，与大基金三期形成互补。科创50核心覆盖 的半导体、AI等硬科技板块获国家级资金强力赋能，成长动能与产业投资价值持续夯实。 科创50ETF（588000）追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计 74.27%，与当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉 ...

文 | 新质动能，作者 | 沛林，编辑 | 沐风 谁能想到，在海归博士遍地的芯片圈，带头杀进全球前列的，竟然是一个只有高中学历的江西穷小子。 这个叫蔡华波的男人，带着他的双胞胎姐姐，从深圳华强北几平米的小柜台起步，硬生生干出了一家市 值超1000亿的芯片帝国——江波龙（Longsys）。2025年，公司启动港股IPO冲刺，试图构建"A+H"双资 本平台。 而在2025年第三季度，江波龙交出了一份炸裂财报：公司营收增长超过50%，单季度利润激增近20倍。 存储芯片被全球60多个国家疯抢，单季营收比寒武纪、海光信息等千亿龙头加起来还要多。 现在，江波龙不仅是中国存储芯片领域的老大，更是在国际赛道上硬刚三星、海力士等巨头，稳坐全球 独立存储器市场的前列。那么，一个草根创业者究竟是如何打破国际大牌封锁的呢？ 从华强北"倒爷"到代工厂 故事的起点在"电子产业宇宙中心"——深圳华强北。 1996年，江西九江少年蔡华波高中毕业。他没有继续求学，而是拎着行囊南下深圳，闯入了人潮汹涌的 华强北。那时候的华强北，是无数人梦开始的地方，也是"倒爷"们的江湖。 蔡华波在柜台里接触电阻、电容，学着分辨各种电子元器件。三年后，在二哥的鼓 ...

根据全球公开发售文件，在此次发行中，公司引入了18家顶级投资方组成的基石团队，共计拟认购1,583,195,754港元，包 括有中兴通讯（香港）、UBS AM Singapore、华胜天成（香港）、第四范式、安擎国际、汇添富（香港）、华夏基金 （香港）、芯鑫控股、明山资本等。 事实上，天数智芯在IPO前已构建起高度多元且深度协同的股东矩阵。公司此前已获得大钲资本、Princeville Capital、星 纳赫资本、红杉中国、元禾基金等众多知名机构的支持，可见资本对公司的深度认可。 各路资本的押注，本质上是对"国产通用GPU能否真正落地"这一命题的肯定回答。而支撑其高估值的核心逻辑，在于技 术突破已系统性转化为可验证的商业成果。作为中国首家实现训练型与推理型通用GPU双量产的企业，天数智芯基于全 栈自研架构，成功推出"天垓"系列训练GPU与"智铠"系列推理GPU，并配套完整软件栈，实现对主流AI生态的高效兼 容。目前，公司的"天垓"与"智铠"系列等多款产品均已进入规模化交付阶段。 12月30日，上海天数智芯半导体股份有限公司（以下简称"天数智芯"）正式启动招股，至1月5日结束，并计划于1月8日 正式以"990 ...

Market Overview - Silver experienced a significant decline, plunging 8.7%, marking its steepest one-day fall since August 2020, after reaching a peak of $83.62 [2][4] - Despite the drop, silver remains up approximately 150% year-to-date [2][4] - Gold also faced a decline of 4.4% overnight but later recovered slightly, rising 0.6% to $4,356 an ounce [2][4] Stock Market Performance - The MSCI index for Asia-Pacific shares outside Japan slipped 0.1%, yet is on track for a strong annual gain of 26.7%, the best performance since 2017 [2][4] - Japan's Nikkei index fell 0.2% but is still up around 26% for the year [2][4] - Taiwanese stocks declined by 0.7%, and China's blue-chip index dropped 0.3% amid geopolitical tensions [2][4] U.S. Market Dynamics - Wall Street closed lower, with the S&P 500 slipping 0.3% and the Nasdaq 100 falling 0.5%, primarily due to declines in major technology stocks like Tesla, Nvidia, and Meta Platforms [3][4] - Oil prices eased slightly, with Brent crude futures down 0.5% to $61.63 a barrel, following a previous rise of over 2% [3][4] Cryptocurrency Market - Bitcoin has stabilized just below $90,000 after a significant drop from its peak above $126,000 in October [3][4]

We recently published 8 Stocks on Jim Cramer’s Radar.  Marvell Technology Inc. (NASDAQ:MRVL) is one of the stocks on Jim Cramer's radar. Marvell Technology Inc. (NASDAQ:MRVL) is a semiconductor company that sells products such as network adapters and signal processing chips. On December 16th, Cantor Fitzgerald cut the firm’s share price target to $100 from $110 and kept a Neutral rating on the shares. It pointed out that semiconductor stocks were set to take the broader market higher in 2026. The next day ...