以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 聚焦标杆与热点、解构趋势与韬略 我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 市值突破5000亿！！ 01 本 文由华商韬略原创，首发于微信公众号：华商韬略（id：hstl8888） 作者：张静波 文章发布于2025年8月22日 2015年，北京科学院南路6号。 几个年轻人，挤在一间小黑屋里，紧张地测试着一款芯片。当电脑屏幕上跳出测试结果正确时，他 们再也抑制不住激动： 这意味着，世界上第一款人工智能芯片，就要诞生了！ 10年后，这间小黑屋里走出的芯片公司，成为中国最受瞩目和追捧的芯片王者，股价被资本持续 推至涨停，就在今天，它： 2024年，英伟达的股价涨势如虹，成为历史上首个市值突破3万亿美元的半导体企业。但有一家 中国AI企业，比英伟达还要疯狂，它就是： 寒武纪！ 不再是跟随 超越谷歌、亚马逊，碾压英特尔。 2023年至今，英伟达的股价涨了超10倍。同期，寒武纪的股价最高上涨超过20倍。 在营收十几亿，不及对方零头，且连续多年巨亏的情况下 ...

Now is a fine time to be a developer of next-generation semiconductors, as the company's latest quarterly numbers indicate.Edge semiconductor designer Ambarella (AMBA 16.78%) barreled into the weekend on a high note, following its release of a fresh set of quarterly results. On a convincing double beat, the company's stock was justifiably popular, with investors sending its price just about 17% higher in Friday's trading session.A vast improvement on the top lineFor the second quarter of its fiscal 2026, Am ...

第三代半导体被称为"未来电子产业基石"，指的是以碳化硅、氮化镓为代表的宽禁带半导体材料， 因性能优势，在半导体照明、新能源汽车、新一代移动通信、新能源并网、高速轨道交通等领域具有广 阔的应用前景。 随着国际间产业竞争愈发激烈，第三代半导体产业成为各国必争之地。我省出台的《关于加快培育 发展未来产业的指导意见》中明确，要优先发展10个成长型未来产业，第三代半导体被放在首位。江苏 在该领域产业发展水平位居国内前列，代表性企业数量全国第一，关键材料与生产设备具有国际领先优 势，正加快打造国内领先、国际先进的第三代半导体产业高地。 在这场关乎未来产业制高点的竞赛中，江苏凭什么脱颖而出？又将如何持续领跑？ 双核闪耀，创新成果竞相涌现 在半导体业内，流传着这样一句话，"中国半导体看江苏，江苏半导体看无锡。" 无锡半导体产业有多强？半导体是集成电路的物理基础，而集成电路是半导体技术的主要应用方 向。用无锡邑文微电子科技股份有限公司销售中心副总经理刘锋的话来说："制作一片8寸的集成电路晶 圆，不用出市，在无锡就能完成光刻、蚀刻、测试和封装等全部环节。" 6月，邑文科技自主研发的12英寸CCP介质层刻蚀机SPC12D正式交付成 ...

近期，台积电陷入了一起窃密案，共有三名涉事人员被起诉，事件的核心在于其中两名台积电员工被指 控将公司的2纳米技术泄露给日本芯片设备制造商TEL。这一事件正值台积电与中国大陆的刻蚀机供应 商关系调整期间。TEL希望借此提升其技术水平，以赢得台积电的订单。然而，事件曝光后，TEL很可 能失去台积电的订单，影响深远。 来源：市场资讯 （来源：美股情报站） 8月29日，台积电(TSM)股价再次下挫，跌幅达到3.11%。这是该公司连续第二天出现股价下跌，两日累 计跌幅达到了3.52%。这样的表现不免令市场人士感到些许担忧，因为台积电作为全球领先的芯片制造 商，其股价波动往往预示着行业内的变动。 在市场变化和技术竞争中，投资者应保持警惕。考虑到台积电的技术优势和行业地位，未来的长期投资 仍具有潜力。然而，市场的不确定性以及行业的快速演变，也意味着投资者应当谨慎评估风险，合理配 置资产，以应对可能的波动。 进一步的消息显示，在美国的压力下，台积电已被迫淘汰中微半导体的刻蚀机，而转向美国的供应商。 这对中微半导体来说无疑是一个不小的挫折，但得益于中国大陆市场的快速扩张和对先进芯片设备的需 求增长，中微半导体仍有望在国内市场获 ...

Group 1 - The article discusses the dynamics of Nvidia Corporation's shares, emphasizing that their value is primarily driven by price growth [1] - The author identifies as a personal investor and financial journalist with expertise in the real estate market, indicating a diverse background in economic communications [1] - The author has over 10 years of experience in various economic institutions and currently holds positions at the Center for Economic Studies Argentina XXI and the International Foundation Bases [1] Group 2 - The author runs a YouTube podcast called Storiopolis, which focuses on the history of finance, suggesting a commitment to educating others on financial market history [1]

Intel received $5.7 billion in CHIPS Act funding as part of a deal that gives the US government a 10% stake in the struggling chipmaker, the company said.Intel finance chief David Zinsner said the company got the cash infusion Wednesday and also hinted that it might seek other external investments during an investment conference Thursday.“There’s likely going to be some opportunity for outside investors in foundry, and that will probably be our second opportunity to raise cash to fund the growth on the foun ...

Alibaba has reportedly created a new AI chip to compete against Nvidia amid some of those US restrictions that we we're currently seeing. >> Unclear as to what the parameters of this chip they've developed, how efficient it is. What is clear is that the Chinese don't want to get hooked on our tech stack, as Howard Lucknik put it a few weeks ago of Chinese policy makers who are seemingly telling these uh Chinese tech companies not to buy the Nvidia chips.They want all of this to be run on homegrown stacks. T ...

Key Takeaways NVIDIA, Meta and Amazon are highlighted as momentum stocks under the Driehaus approach.The strategy favors stocks with rising prices, strong earnings growth and solid projections. AAII uses 50-day averages, relative strength, and earnings surprises to refine stock selection. Richard Driehaus has secured a spot on Barron’s All-Century Team through a strategy that employs the “buy high and sell higher" theory. It’s clearly a successful investment method that can be used to select top momentum st ...

Marvell Technology shares plunged Friday after the chip designer issued a sales forecast below Wall Street’s expectations. Monitor these key chart levels. https://t.co/onG5mKFkl4 ...

Basically this is revoking waivers that they previously had. What, to bring in chip equipment to the country. Break down exactly what this means.Yeah, that's right. How the companies have received waivers from the Biden administration back in 2023, allowing them under these agreements to bring in equipment to China for their massive chip making facilities. And most of what was produced there, Carol, were memory chips.And that's critical, of course, for SK Hynix and for Samsung in particular. In this case. N ...