2026年1月7日，有消息称，在近日举行的国际消费电子展期间，AMD负责Ryzen产品线的高管大卫·迈 克菲透露，公司正考虑重新启动老款AM4平台产品的生产计划。此举旨在应对当前不断上涨的DDR5内 存价格以及持续存在的半导体供应紧张局面。 据透露，该战略可能涵盖基于Zen 3架构的Ryzen 5000系列处理器及相应APU产品的复产。推动这一决 策的关键因素，是当前个人电脑硬件整体成本的显著上升。尤其是内存价格的非理性增长与芯片短缺问 题叠加，使得组装一台全新主机的成本对普通消费者而言已变得难以承受。 对于缺乏专业技术背景的用户来说，面对单条内存动辄 数千元的售价，"购置新机"正逐渐成为一项沉重的经济 负担。市场迫切需要一种能规避高昂内存支出的替代方 案。与此同时，平台更新所带来的连带成本也成为用户 升级设备的一大障碍。由于主流处理器厂商的新一代产 品均已全面采用DDR5内存标准，对应的插槽接口也发 生了物理性变更。 这意味着，即使用户的现有设备仅使用数年，若想迁移 到最新平台，不仅需承担价格高企的DDR5内存开销， 还必须同步更换支持新接口的主板，进一步加重了升级 成本。在此背景下，AMD开始重新评估Ze ...

来源：WIND 半导体设备ETF（159516）又双叒强势，三连阳再创新高。消息面上，商务部发布2026年第1号关于加 强两用物项对日本出口管制的公告；近期中日摩擦加大，国产替代逻辑加强； CES大会上，英伟达宣 布在网络体系增加一个独立的高速"记忆层"，存储需求大幅增长；1月6日夜盘美股存储强势。1月7日半 导体设备继续强势，收盘大涨7.50%。 | 半导体设备ETF(159516.SZ) | | | | | | | --- | --- | --- | --- | --- | --- | | 闭市 01-07 15:00:00 | | | | | | | 1.820 | | 昨收 | 1.693 | 流通盘 | 61.88亿 | | +0.127 +7.50% | | 开盘 | 1.742 | 流通值 | 113亿 | | 最高 | 1.828 | 成交量 | 1332.5万 | 换手率 | 21.54% | | 最低 | 1.741 | 成交额 | 23.79亿 | 均价 | 1.785 | | IOPV | 1.8150 | 溢折率 | 0.28% | 贴水率 | 7.67% | | 净值走势 国泰中证 ...

There's movement going on in the Magnificent Seven group of stocks. Shares of Alphabet, the parent of Google, rose 2.4% on Wednesday, to give the firm a market capitalization of $3.89 trillion. Meanwhile, Apple, the parent of the iPhone (so to speak), retreated 0.8%, and ended the day with a capitalization of $3.85 trillion. It's the first time since 2019 that Alphabet has overtaken Apple in valuation, and another sign of how the Cupertino-based company is falling behind in the artificial intelligence race. ...

内容概要：中国作为全球电子产品制造和消费大国，信号链模拟芯片市场发展迅速，前景广阔。尽管国 际大厂仍占据主导地位，但得益于近几年技术、资金、客户自研积累以及政策支持，信号链模拟芯片国 产替代进程显著加快。国内企业通过技术自研与并购整合，逐步突破高端芯片设计瓶颈。同时，信号链 模拟芯片的应用场景也不断拓宽，从传统消费电子向汽车、工业、通信等领域延伸，形成多元化需求结 构，进一步拉动行业规模增长。数据显示，2024年中国信号链模拟芯片行业市场规模达到933.6亿元， 同比上涨5.7%。预计未来随着消费电子、通信、汽车等下游应用领域的快速发展，信号链模拟芯片的 市场规模将继续保持增长。 相关上市企业：思瑞浦（688536）、芯海科技（688595）、圣邦股份（300661）、希荻微（688173）、 纳芯微（688052）、力芯微（688601）、艾为电子（688798）、上海贝岭（600171）、峰岹科技 （688279）、杰华特（688141）、卓胜微（300782）等 相关企业：夏芯微电子（上海）有限公司、苏州市灵矽微系统有限公司、江苏谷泰微电子有限公司、昆 腾微电子股份有限公司、深圳安森德半导体有限公司、江 ...

Are AI chips becoming obsolete as newer generations come out?In today's video, I discuss recent updates affecting Nvidia (NVDA +0.91%), Amazon (AMZN +0.26%), and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of Jan. 6, 2026. The video was published on Jan. 6, 2026. ...

STATE OF THE MARKETSGIFT Nifty (Earlier SGX Nifty) signals a negative startGIFT Nifty on the NSE IX traded lower by 40 points, or 0.15 per cent, at 26,186.50, signaling that Dalal Street was headed for a negative start on Thursday.Tech View: In the near term, the trend is likely to remain sluggish, with the range placed between 26000 and 26300. Any decisive fall below 26000 may trigger further weakness. On the other hand, a decisive move above 26300 would require for a directional upmove in the Nifty.India ...

We recently published 10 Stocks With Massive Gains; 5 at Record Highs. Intel Corp. (NASDAQ:INTC) was one of the top performers on Wednesday. Intel grew its share prices for a second day on Wednesday, jumping 6.52 percent to close at $42.63 apiece as investors gobbled up shares ahead of the release of its earnings performance for the fourth quarter and full-year 2025. In a statement on the same day, Intel Corp. (NASDAQ:INTC) said that it would release its financial and operating highlights for the said pe ...

Core Insights - The global analog integrated circuit (IC) industry is expected to continue its recovery trend into the first half of 2025, driven by the ongoing electrification and intelligent development of the manufacturing sector, as well as the emergence of new applications that increase demand for high-performance analog chips [1] Industry Overview - The external trade environment has faced significant fluctuations, posing challenges to the deeply globalized chip industry. Increased trade conflicts have raised performance volatility risks for the analog chip sector in mainland China. However, calls from domestic associations to reduce reliance on international chips may accelerate the import substitution process [1] Company Performance - The company is a leading provider of industrial-grade analog IC patterned wafers in China, focusing on research, development, and sales of analog IC products. It has a robust technology foundation in the analog IC field and offers a comprehensive design platform that integrates EDA and IP [1] - As of the first half of 2025, the company has over 850 product models, enabling applications across various sectors including industrial automation, IoT, automotive electronics, medical devices, and consumer electronics [1] - In the first half of 2025, the company achieved revenue of approximately RMB 291.7 million, a year-on-year increase of about 0.4%, with a gross margin of approximately 51.8% [2] Strategic Focus - The company continues to focus on the high-end industrial-grade analog IC patterned wafer market, adapting to industry demands and leveraging its core competencies in products, business, and technology to maintain its performance advantage [2] - The company is optimizing its semi-automated chip design methods based on machine learning and actively launching new industrial products, which effectively supports its customer-driven business expansion strategy [2] Profit Forecast - The company forecasts net profits attributable to shareholders of RMB 188 million, RMB 223 million, and RMB 265 million for the years 2025 to 2027, respectively. Based on a 30x PE ratio for 2026 and an exchange rate of HKD to RMB at 0.90, the target price is set at HKD 118.13, with an initial "buy" rating [2]

酷睿 Ultra 系列 3 的计算能力高达 180 TOPS，能够处理 700 亿参数模型。考虑到云计算在性能、隐私、 安全、成本效益和数据控制方面的挑战，该系列芯片为本地化计算提供了强有力的支持。 Melius 分析师 Ben Reitzes 在一份投资者报告中写道："我们非常欣赏陈立武，但更重要的是，像特朗普 总统、卢特尼克部长、黄仁勋，甚至苏姿丰这样的大人物，都更看重他作为商业伙伴的价值。" 英特尔本周也证实，正在研发一款专用于游戏的新处理器，以及一个包含硬件和软件的全新游戏平台。 英特尔首款Panther Lake产品线——酷睿Ultra系列3，将为超过200款PC架构提供动力。预购已于1月6日 开始，并将于1月27日在全球范围内上市。更多设计计划于 2026 年上半年陆续发布。搭载英特尔酷睿 Ultra系列3的尖端计算系统将于 2026 年第一季度开始供应。 智通财经APP获悉，英特尔(INTC.US)股价周三上涨6.5%，此前该公司昨日宣布已成功交付首批采用 18A 制程工艺的产品，具体而言，是名为Panther Lake的芯片——英特尔酷睿Ultra系列3。Melius Research以此将英 ...

此外，摩根大通再次上调谷歌TPU芯片出货预期，预计2026年和2027年出货量将分别达到370万颗和500 万颗，主要受益于台积电CoWoS封装产能的持续扩张和强劲的市场需求。(格隆汇) 格隆汇1月8日｜入选2026年格隆汇"全球视野"十大核心资产的谷歌C(GOOG.US)收涨2.51%，报322.43美 元，市值自2019年以来首次超过了苹果。截至周三收盘，谷歌市值收于3.89万亿美元，苹果市值收于 3.84万亿美元。市值排名的逆转凸显了谷歌与苹果在人工智能战略方向上的分歧。谷歌在2025年以华尔 街表现最亮眼的科技股之一收官，11月，该公司发布第七代张量处理器Ironwood，这款定制AI芯片有望 成为英伟达产品的替代方案。12月，谷歌推出的Gemini 3获得业界一致好评。 ...