Intel Corp (NASDAQ:INTC) just sparked panic—and then flashed a rare insider buy signal. INTC is down roughly 12% over the past week after management flagged weak guidance and warned of a supply shortage. In chip land, supply uncertainty kills the narrative fast. Investors hate uncertainty in fabs, inventory, and production timelines.But as Wall Street was selling, Intel's CFO David Zinsner was buying.Zinsner purchased 5,882 INTC stock for about $250,000 at an average price near $42, marking Intel's first in ...

格隆汇1月28日丨旋极信息(300324.SZ)在互动平台表示，公司目前未在脑机方面进行布局。公司在推理 芯片及算力中心有投、建、运的技术能力。 ...

Core Insights - VisionWave Holdings, Inc. has announced significant milestones in its technology initiatives, including the completion of an intellectual property transfer from Boca Jom Ltd. into their joint venture, and the formation of specialized teams to advance the VisionRF™ platform [1][2] Intellectual Property Transfer - Boca Jom has successfully transferred three intellectual property portfolios into the joint venture, which are expected to provide development kits for final development, testing, and integration phases [3] - The transferred IP encompasses advanced Electronic Design Automation (EDA) tools aimed at addressing challenges in advanced-node semiconductor design [4] Advanced EDA Tools - The three advanced EDA software tools include: - AstraDRC™: An AI-assisted automated Design Rule Check correction engine to enhance layout closure and yield - VerityLVS™: An automated Layout-Versus-Schematic correction platform to minimize design mismatches and iteration cycles - RelianceRV™: An interactive reliability-closure tool addressing various reliability constraints at advanced manufacturing nodes [8] VisionRF™ Platform Development - VisionWave has assembled a team of RF experts to advance the VisionRF™ platform, which is designed for real-time RF imaging applications in defense and civil sectors [5][6] - The team will focus on defining system architecture, methodologies, and development pathways for a proof-of-concept [6] Global Execution Strategy - VisionWave's strategy includes a multinational technical and operational footprint across North America, Europe, and the Middle East, facilitating global deployment and customer engagement [10] - The company's presence in Tel Aviv provides strategic access to a dynamic RF and semiconductor innovation ecosystem, enhancing R&D capabilities [11] Platform Strategy - The milestones align with VisionWave's strategy to create a vertically integrated technology platform that spans advanced computation, RF sensing, and semiconductor enablement, while maintaining capital discipline [12]

Core Viewpoint - Ultra Clean Holdings, Inc. has announced a leadership change with the departure of Harjinder Bajwa and the appointment of Robert Wunar as Chief Operating Officer, effective March 23, 2026, which is expected to enhance the company's operational capabilities in the semiconductor industry [1][2]. Company Overview - Ultra Clean Holdings, Inc. is a leading developer and supplier of critical subsystems, components, parts, and ultra-high purity cleaning and analytical services primarily for the semiconductor industry [5]. - The company offers integrated outsourced solutions for major subassemblies, improved design-to-delivery cycle times, design for manufacturability, prototyping, and high-precision manufacturing [5]. Leadership Change - Harjinder Bajwa has left the company effective January 25, 2026, and Robert Wunar will take over as COO on March 23, 2026 [1]. - Robert Wunar brings over 30 years of experience in operations and supply chain leadership within the semiconductor capital equipment industry, having previously served as COO/Managing Director at Applied Materials, Inc. [2][3]. Robert Wunar's Qualifications - Wunar has a strong track record in driving gross-margin improvement, enhancing on-time delivery, and reducing manufacturing cycle times [3]. - He holds a Bachelor of Science degree in Electronics Engineering Technology from DeVry Institute of Technology and has experience in building high-performance, cross-functional teams in complex manufacturing environments [4]. Strategic Importance - CEO James Xiao emphasized that Wunar's operational excellence and focus on speed and agility will be crucial as the company prepares for the next semiconductor ramp [3]. - Wunar's ability to translate strategy into disciplined execution across global operations is expected to ensure quality, responsiveness, reliability, and trust for customers [3].

♪ ANNOUNCER: NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE" WITH FRANCINE LACQUA. FRANCINE: GOOD MORNING, EVERYONE, WELCOME TO "THE PULSE," I’M FRANCINE LACQUA IN LONDON.ASML, THE TOP MAKER OF SEMICONDUCTOR SMASHED EXPECTATIONS BUT THE DOLLAR AT THE LOWEST LEVEL SINCE 2022 FUELED BY PRESIDENT TRUMP’S COMMENTS SAYING HE’S COMFORTABLE WITH ITS RECENT DECLINE. PRES. TRUMP: IT’S GREAT.LOOK AT THE VALUE OF THE DOLLAR, LOOK AT THE BUSINESS WE’RE DOING. I COULD HAVE IT GO UP OR GO DOWN LIKE A YOYO. FRANCINE: WE ...

Core Insights - United Microelectronics Corporation (UMC) reported a consolidated revenue of NT$61.81 billion (US$1.97 billion) for Q4 2025, marking a 4.5% increase from Q3 2025 and a 2.4% increase year-on-year [1] - The company's earnings per share (EPS) for Q4 2025 was NT$0.81 (US$0.129), with net income attributable to shareholders of NT$10.06 billion (US$320 million) [1] - UMC's 22/28nm technology revenue contributed 36% to wafer revenue, with a significant 31% quarter-on-quarter increase in 22nm revenue [1] Financial Performance - Q4 2025 operating revenues reached NT$61.81 billion, up from NT$59.13 billion in Q3 2025, and NT$60.39 billion in Q4 2024 [1] - Gross profit for Q4 2025 was NT$18.96 billion, representing a gross margin of 30.7% [1] - Operating income increased by 10.0% quarter-on-quarter to NT$12.23 billion [1] Capacity and Utilization - UMC's wafer shipments in Q4 2025 were 994K, a slight decrease of 0.6% from Q3 2025, with an overall capacity utilization rate of 78% [1] - Total capacity for Q4 2025 was 1,305K 12-inch equivalent wafers, expected to decrease to 1,283K in Q1 2026 due to annual maintenance [1] Strategic Initiatives - UMC is focusing on expanding its footprint in the U.S. through partnerships, including a collaboration with Intel on 12nm technology and a Memorandum of Understanding with Polar Semiconductor [1] - The company inaugurated a Circular Economy and Recycling Innovation Center aimed at reducing waste generated by its Taiwan fabs by up to one-third [2] Market Outlook - UMC anticipates firm wafer demand in Q1 2026, with expectations for continued growth in 2026 driven by advancements in 22nm platforms and new solutions [1] - The company aims to leverage advanced packaging and silicon photonics as new growth catalysts to meet the evolving needs of high-performance applications across various sectors [1]

Core Viewpoint - The company, Zhichun Technology, emphasizes its strong client base, which includes leading integrated circuit manufacturing enterprises and other mentioned clients [1] Group 1: Client Base - The company's core clients consist of top-tier integrated circuit manufacturers [1] - Over 90% of the company's semiconductor wet processing equipment orders come from logic customers [1] Group 2: Product Offerings - The company provides process equipment, high-purity process equipment and systems, electronic materials, components, and specialized services to wafer fabs [1]

Microsoft released its in-house chip that will directly compete with Nvidia.Here's an AI stock that'll crush the market in 2026, and no, it's not Nvidia (NVDA +1.15%). Microsoft (MSFT +2.23%) is going to have the best year among the AI leaders. Why is that? Because on Jan. 26, the software company revealed its long-awaited Maia 200 chip.NASDAQ : MSFTMicrosoftToday's Change( 2.23 %) $ 10.51Current Price$ 480.79Key Data PointsMarket Cap$3.6TDay's Range$ 473.13 - $ 482.8552wk Range$ 344.79 - $ 555.45Volume1.3M ...

FAD2.0 基于华山 A2000 芯片开发，该芯片已通过美国商务部与国防部的相关审查，获准在全球范围内销售和应用。黑芝麻智能表示，该公司成为国内首家 通过此类审查的企业，标志着 A2000 芯片进入规模化应用阶段，为辅助驾驶商业化提供核心算力支持。 IT之家从官方获悉，FAD2.0 开放平台包含 A2000 高算力计算平台、配套软件 SDK、AI 工具链、端到端及视觉语言模型参考模型，并支持第三方算法和软 件生态。 在技术实现上，平台提供桌面级与车规级双重接口，采用可扩展核心板设计，以降低外设更换成本和系统集成周期。软件 SDK 开放 Linux 内核与驱动源 码，内置实时性补丁，支持客户灵活接入超过 24 路摄像头及 4 路万兆以太网等高带宽传感器，同时提供 Ubuntu 环境加速软件调试。 其 AI 工具链基于行业标准 MLIR 框架，可部署与优化从 CNN、BEV 到端到端、视觉语言模型等多种结构，并通过工具链提升模型量化精度与稀疏加速效 率。平台已集成 Classic AUTOSAR 与 Hypervisor+RTOS 等第三方解决方案，确保系统满足车规级可靠性与量产要求。 安全方面，A2000 芯 ...

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) decreased by 0.48% as of January 28, 2026 [1] - Notable performers included ShenGong Co., which rose by 4.06%, while Naike Equipment led the decline with a drop of 5.19% [1] - The Sci-Tech Semiconductor ETF (588170) fell by 0.59%, with a latest price of 1.87 yuan and a turnover rate of 8.3%, amounting to 685 million yuan [1] Group 2: Company Announcements - Muxi Co. (688802.SH) announced an expected revenue of 1.6 billion to 1.7 billion yuan for 2025, representing a growth of 115.32% to 128.78% year-on-year [2] - The company anticipates a net loss attributable to shareholders of 650 million to 798 million yuan, an improvement from a loss of 1.409 billion yuan in the previous year [2] - Muxi Co. is focusing on its "1+6+X" development strategy to enhance its market position in the high-performance GPU sector and promote AI technology integration across various industries [2] Group 3: Industry Insights - The semiconductor equipment and materials industry is crucial for domestic substitution, characterized by low domestic replacement rates and high ceilings for domestic alternatives [3] - The semiconductor equipment ETF Huaxia (562590) focuses on the upstream semiconductor sector, with 63% of its index comprising semiconductor equipment [3] - The demand for semiconductors is expected to benefit from the AI revolution, expansion, and technological mergers and acquisitions [3]