Photographer: Michael Nagle/Bloomberg For skeptics questioning how much further US stocks can climb after a blockbuster run, one of the market’s dominant forces remains decisively bullish: individual investors. Retail traders have extended a buying spree into the new year, following a record-setting performance in 2025, an analysis from JPMorgan Securities’ Arun Jain shows. Purchases in the first four trading days of January hit the second-highest level in almost eight months, the firm’s data showed, whi ...

SHANGHAI, Jan 9 (Reuters) - The Chinese unit of Netherlands-based Nexperia is selecting local firms to supply it with silicon ​wafers and is expanding domestic packaging capacity, Nexperia's Chinese owner ‌Wingtech Technology told financial magazine Caixin. In an interview published on Friday, which China's Caixin ‌said was conducted in late December, Wingtech's chairwoman Ruby Yang Mu said that the company expected most of the selection process to be completed in the first quarter. Reuters reported in ...

Group 1 - Semiconductor stocks experienced a rise following U.S. President Trump's positive remarks about Intel and its CEO, Lip-Bu Tan, leading to a 2% increase in Intel shares during extended trading [1] - Other semiconductor and AI-related companies also saw gains, with Broadcom and Micron rising by 0.49% and 0.9% respectively, while AMD increased by 0.32% in premarket trading [1] - The U.S. government holds a 10% stake in Intel, acquired through an $8.9 billion investment from the CHIPS and Science Act, which has significantly benefited the company [2] Group 2 - Since the announcement of the U.S. government's stake in Intel, the company's share price has surged by 75%, making the government its majority shareholder [3] - European semiconductor firms ASML and ASMI also saw stock increases of 4.74% and 3.47% respectively, indicating a broader positive trend in the semiconductor industry [3] - Memory chip manufacturers have experienced a rally, driven by their essential role in artificial intelligence applications [4]

IT之家 1 月 9 日消息，联发科今日发布公告，2025 年 12 月营收 512.66 亿元新台币（IT之家注：现汇率约合 113.81 亿元人民币），同比增长 22.99%，环比 增长 9.32%。 | 项目 | 2025年 | 2024年 | 年度增(洞 | | --- | --- | --- | --- | | 十二月份营收 | 51,266 | 41,683 | 22.99 | | 一至十二月份营收 | 595,966 | 530,586 | 12.32 | 天 8500 2026 联发科天玑芯片新品发布会将于 1 月 15 日 15:00 举行，双芯齐发，预计推出天玑 8500、9500s 两款芯片。 天玑 8500 强势来 芯启高端新格局 MEDIATEK | 项目 | 2025年12月 | 2025年11月 | 月增(减) | | --- | --- | --- | --- | | 月营收 | 51,266 | 46,896 | 9.32 | 联发科 2025 年累计营收 5959.66 亿元新台币（现汇率约合 1323.04 亿元人民币），同比增长 12.32%。 | 目份 | 月营收 | ...

Core Viewpoint - The article highlights the recognition of Jensen Huang, CEO of NVIDIA, with the IEEE Medal of Honor for his groundbreaking contributions to accelerated computing and artificial intelligence, marking a significant achievement in the tech industry [1][2]. Group 1: Award and Recognition - The IEEE Medal of Honor, awarded to Huang, comes with a $2 million prize and is one of the highest honors in the tech field, recognizing individuals who have made profound impacts on the world [1]. - Huang's leadership and vision have been credited with initiating a new era of human innovation, particularly since the launch of the first GPU in 1999, which laid the foundation for advancements in science, medicine, and engineering [1][3]. Group 2: Personal Journey and Company History - Huang's entry into engineering was driven by a passion for mathematics and science rather than a complex career plan, emphasizing the importance of problem-solving and resilience in engineering [2][3]. - The founding of NVIDIA in 1993 is described as an unexpected journey, evolving from a small startup to a company valued at over $5 trillion by October 2025, reshaping computing and leading the AI revolution [3][4]. Group 3: Company Culture and Team Acknowledgment - Huang attributes the success of NVIDIA to the collective efforts of its employees, stating that the award is a recognition of their lifelong work [4][6]. - He expresses gratitude for the support from his family and colleagues, highlighting the collaborative spirit that has driven NVIDIA's achievements [7][8].

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 ...