Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a strong buy at current levels. 10 stocks we like better than Micron Technology › Newmont (NYSE: NEM) is t ...

Key Takeaways TSM shares reached a 52-week high after surging 54.7% in a year, far outpacing the broader tech sector.TSM is benefiting from AI chip demand, with 3nm and 5nm nodes driving strong revenue and EPS growth.TSM faces near-term risks from soft PC and smartphone markets, higher fab costs and geopolitical tensions.Taiwan Semiconductor Manufacturing Company (TSM) , also known as TSMC, shares hit a 52-week high of $333.08 yesterday before closing at $327.43. TSM stock has soared 57.9% over the past yea ...

" CES 2026，高通用硬核产品勾勒出个人AI与物理AI协同的智能 未来。 " 作者丨刘伊伦 编辑丨包永刚 拉斯维加斯会展中心西厅 5001 号展台前，人头攒动。 CES 2026 上，高通的展台没有堆砌概念。 PC 、汽车、机器人、物联网多领域的全新发布，勾勒出一幅 跨越消费与工业的智能图景。 AI PC 展台上，搭载骁龙 X 系列处理器的轻薄本的屏幕正亮着 "A revolution" 的蓝光，演示画面里，正 在运行多模态 AI 创作工具，从语音转写生成文案到图像素材智能编辑，全程无延迟卡顿， 强大的 NPU 性能 让个人 AI 从 " 云端依赖 " 走向 " 终端自主 " 。 另一展区内，两台人形机器人正 " 占着 C 位 " ，深蓝色人形机器人正弓着机械腿，金属手掌张成抓握的 姿势，关节处的液压杆还轻轻晃了晃，正调整平衡，准备进行后空翻。 这些现场演示背后，藏着高通推动 AI 端侧扩展的清晰逻辑。 高通将个人 AI 与物理 AI 的能力拆解到不同场景的终端中：个人 AI 以 手机、 PC 、可穿戴设备 和智能 家居 为载体，通过强大的端侧算力实现个性化智能交互；物理 AI 则聚焦机器人、汽车等具身 ...

MALTA, N.Y., Jan. 07, 2026 (GLOBE NEWSWIRE) -- GlobalFoundries (NASDAQ: GFS) today announced that it will host a conference call on Wednesday, February 11, 2026, at 8:30 a.m. ET following the release of the company’s fourth quarter and full-year 2025 financial results. Conference Call and Webcast Information The company will host a conference call with the financial community on Wednesday, February 11, 2026, at 8:30 a.m. ET. Interested parties may join the scheduled conference call by registering here. The ...

LAS VEGAS — Since 1993, Jensen Huang has held the position of CEO at Nvidia. He led the company from a stock price of pennies per share from 1999 to 2016 to its current height of more than $187 — and the most valuable company in the world. That's a tenure that far surpasses other tech leaders (and those in most other industries), including Apple's Tim Cook (14 years), Meta's Mark Zuckerberg (22) and Tesla's Elon Musk (who founded SpaceX in 2002). Huang will turn 63 this year, though. And the company has ...

The stock prices of RAM and NAND manufacturers surged yesterday, with Micron Technology (Nasdaq: MU) up 10%, Sandisk Corporation (Nasdaq: SNDK) up 27%, Western Digital Corporation (Nasdaq: WDC) up 16%, and Seagate Technology Holdings (Nasdaq: STX) up 14%. Fast Company Newsletters The driving factor behind this recent stock surge is a shortage of RAM, or random-access memory. The shortage expected to last throughout 2026, and it could mean that you'll pay much more for personal computers and smartphones this ...

Group 1: Industry Overview - The CES 2026 showcased over 4,000 companies, focusing on AI and its integration into various products, including PCs, home appliances, and foundational chips [1] - The combined market capitalization of the four major semiconductor companies—NVIDIA, AMD, Qualcomm, and Intel—reaches nearly $5.3 trillion, indicating significant investor interest in AI technologies [1] - Concerns about the over-exuberance of the AI market persist, with 2026 expected to be a year for evaluating genuine value creation rather than mere speculation [1] Group 2: NVIDIA Developments - NVIDIA unexpectedly launched its next-generation AI chip platform "Rubin," which significantly enhances training and inference performance by 3.5 times and 5 times, respectively, compared to its predecessor [2] - The company reported over $500 billion in orders for its Blackwell and Rubin architectures for 2025-2026, reflecting strong demand for computing power in data centers [2] - NVIDIA introduced the open-source autonomous driving model "Alpamayo," which features 10 billion parameters and aims to streamline the processing from sensor input to driving commands [3] Group 3: AMD Initiatives - AMD adopted an aggressive "stacking" strategy, showcasing the Helios AI rack, which integrates 72 MI455X accelerator chips and 31TB of HBM4 memory, claiming it to be the best AI rack globally [5][6] - The new generation of chips is expected to deliver up to a 10-fold performance improvement under various workloads, aided by a hybrid 2nm and 3nm manufacturing process [6] - AMD signed a significant infrastructure procurement agreement with OpenAI, valued at 6 gigawatts, marking a substantial entry into the core supply chain of leading AI model developers [6] Group 4: Qualcomm and Intel Strategies - Qualcomm is diversifying its strategy to reduce reliance on the smartphone market, launching the Snapdragon X2 Plus chip aimed at the mid-range laptop market, with a focus on energy efficiency and 5G connectivity [8] - Intel introduced the "Panther Lake" third-generation Core Ultra processor, its first chip manufactured using the 18A process, which is crucial for regaining manufacturing leadership [9] - The third-generation Core Ultra processors are set to be released in the second quarter of 2026, targeting industrial, medical, and smart city applications [10]

若此次合作最终敲定，无疑是对三星晶圆代工技术实力的一次重磅背书。此前，受三星代工制程稳定性问题影响，高 通曾将旗下最尖端芯片的代工订单转交给台积电。此番选择重返三星，委托其代工 2 纳米产品，意味着三星 SF2P 制程 工艺在性能表现、能效水平及生产良率上，均已达到具备市场竞争力的水准。 倘若 SF2P 制程能够如约兑现技术承诺，且吸引更多大客户相继入局，那么三星晶圆代工的 2 纳米战略布局，或将成为 其在先进芯片制造领域蓄势已久的复兴起点。这不仅能为该公司在下一代芯片制程上的长期投入正名，更将进一步夯 实其雄心 —— 在半导体行业的顶级赛道上，与台积电展开正面角逐。 而今，又一家行业巨头似乎也准备加入这一阵营。据韩媒 Hankyung 报道，高通正与三星晶圆代工积极洽谈 2 纳米芯片 代工合作。高通首席执行官克里斯蒂亚诺・安蒙在 2026 年国际消费电子展（CES）期间接受记者采访时，也证实了双 方正在推进相关磋商。 安蒙表示："在众多晶圆代工厂商中，我们率先与三星电子开启了基于最先进 2 纳米制程的代工合作洽谈。目前，相关 芯片的设计工作已全部完成，旨在推动产品尽快实现商业化落地。"尽管高通尚未正式公布这 ...

Silver and gold are surging — why are people worried about de-dollarization? Key Takeaways Gold and silver were briefly both at the top of global asset rankings by market capitalization. Rising gold and silver prices highlight growing unease about reliance on U.S.-controlled financial infrastructure. While silver’s rally has renewed debate over crypto as a safe haven, analysts say Bitcoin’s response is more nuanced. Fears that the world may be edging closer to de-dollarization are resurfacing as ...

本文源自：金融界AI电报 据港交所文件：芯迈半导体技术(杭州)股份有限公司向港交所提交上市申请书。 ...