国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 曾经因 80 亿注册资本轰动行业、又在 2024 年底陷入欠薪停摆风波的博瑞晶芯，近期似乎正悄然 回归。 有博瑞晶芯的前员工告诉我们，引进了新投资的博瑞晶芯已经给他们补上了之前拖欠的工 资。也有供应商透露，博瑞晶芯已经结清了此前的欠款。 天眼查信息显示，珠海新质生产力基金等机构已于近期正式完成对博瑞晶芯的入股，这也意 味着博瑞晶芯正式获得了珠海国资的战略支持。 过去几年，芯片行业经历了一波大起大落，有不少曾被寄予厚望的初创企业从惊艳亮相走向 了一蹶不振甚至倒闭，能实现 V 字回归的屈指可数。博瑞晶芯能成为少数突围的幸运儿吗？ 这又是否代表着众多 ARM CPU 厂商乃至大芯片赛道正在迎来新转机？ 芯片创业浪潮， ARM 玩家崛起 自 2014 年大基金出台，中国就兴起了一股芯片创业潮。尤其在 2019 年美国将华为加入黑 名单后，本土芯片创业潮双倍加速。从魏少军教授过去几年在 ICCAD 上发布的数据，我们可 以一窥国内的芯片热。 统计数据显示， 2019 年，全国共有 1780 家芯片设计企业，比 2018 年增长了 4.8% ；进 入 2020 年，中国 ...

Core Viewpoint - TSMC reported a 20.45% increase in fourth-quarter revenue year-over-year, driven by heightened demand for AI applications, surpassing market expectations [1][2]. Group 1: Financial Performance - Revenue for the fourth quarter was T$1.046 trillion ($33.11 billion), compared to T$868.46 billion in the same period last year [2]. - The reported revenue exceeded the LSEG SmartEstimate of T$1.036 trillion ($32.79 billion) from 20 analysts and aligned with TSMC's guidance of $32.2 billion to $33.4 billion provided in October [2]. Group 2: Market Position and Outlook - TSMC is a key supplier for major clients like Nvidia and Apple, benefiting significantly from advancements in AI technology [1]. - The company is set to report full fourth-quarter earnings on January 15, which will include updated guidance for the current quarter and full year, along with capital expenditure plans and revenue growth outlook [3]. - TSMC's shares increased by 44.2% last year, outperforming the broader market's 25.7% rise [3].

Astera Labs, Inc. (NASDAQ:ALAB) is one of the Best Unstoppable Growth Stocks to Buy Right Now. Astera Labs, Inc. (NASDAQ:ALAB) has jumped more than 7.9% since the new year eve till market close on Friday, January 2, 2026. The jump reflects the renewed investor confidence in the semiconductor space, as the Philadelphia Semiconductor Index also rose 4% during the same time. Earlier on December 30, Stacy Rasgon of Bernstein Research appeared on a CNBC Television interview and discussed the sustainability of ...

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best major stocks to invest in right now. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) received a rating update from Mizuho Securities on January 5, with the firm reiterating a Buy rating on the stock with a NT$2,000 price target. The same day, Goldman Sachs also lifted the price target on the stock to NT$2,330 from NT$1,720 and maintained a Buy rating on the shares. The firm told investors that Taiwan Semiconducto ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Intel Corporation (NASDAQ:INTC) is one of the Best Unstoppable Growth Stocks to Buy Right Now. On December 5, Intel Corporation (NASDAQ:INTC) launched its next generation of AI PCs at CES 2026. The company launched its Core Ultra Series 3 processors. Management noted the processors feature the first compute platform built on Intel 18A, which is the most advanced semiconductor process developed in the United States. Intel’s 18A process technology powers more than 200 designs from leading global partners. T ...

半导体供需改善复苏延续 半导体全球化周期： （1）供给侧：长期看产能规划、资本开支， 短期看设备采购、产能稼动率。 （2）需求侧：长期看新科技新产品驱动； 短期看终端库存、企业库存、日销售额订单。 （3）芯片价 格：反映周期波动的高频指标。 中国半导体发展： （1）技术0-1的积累：政策、金融、信创等 频繁刺 激下，各个细分市场逐步完成； （2）产能布局受限：逻辑与存储进步减缓； 功率与模拟在积极推进； （3）进口替代：中低端为主，高端缺口； 中国资本市场： （1）全球价格的接收端：由全球大厂控制 价格锚，我国价格多数折扣； （2）销售量边际影响加倍：龙头掌握渠道， 剩余市场国内企业内卷； （3）资本市场受量价预期影响：短期看全 球价格波动，中期看需求好转，长期看内生 增长的竞争力。 全球半导体周期： （1）3-7年周期：本轮 周期底部是2023年， 2024年已经有初步回暖 趋势，2025年1- 10月份 累计同比为21.19%， 全球销售额继续回暖。 （2）底部判断的依据： 供给侧是否持续，需求 侧 是否量增，价格端回 升的幅度与持续性。 （3）2026年展望： 2026年或继续受益AI高 速增长，销售额 ...

The Bureau of Labor Statistics (BLS) says the ratio of unemployed persons to job openings reached 1.1 in November, the highest level since 2021. And monthly job openings averaged 7.4 million through November, the lowest level since 2020. So, contrary to what Trump claimed, tariffs have actually made it more difficult for Americans to find work.The Institute for Supply Management (ISM) says U.S. manufacturing activity contracted in December, the 10th consecutive decline. Susan Spence, chair of the ISM Manufa ...

Group 1 - Nvidia has appointed Alison Wagonfeld, a former Google marketing executive, as its first chief marketing officer [1]

南财智讯1月9日电，立昂微公告，公司拟将"年产180万片12英寸半导体硅外延片项目"达到预定可使用 状态日期延期至2027年12月。该项目计划投入募集资金11.30亿元，资金来源为公开发行可转换公司债 券募集资金，用途为建设12英寸半导体硅外延片产能。延期原因为半导体硅片行业持续处于下行周期， 已投产产能利用率不足，盈利压力较大，公司因此放缓厂房建设与设备采购节奏。目前新建外延车间厂 房已结顶，预计2026年8月完成洁净车间建设，后续设备安装调试周期较长。此次延期系公司根据市场 环境变化作出的审慎决策，不改变项目实施主体、投资用途及规模，不会对公司主营业务和整体募资安 排造成实质性影响，亦不存在损害股东利益的情形。公司将动态调节建设进度，提高募集资金使用效 率。 ...