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德州仪器取得高速缓冲存储器大小改变专利
Jin Rong Jie· 2026-01-09 11:53
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 本文源自:市场资讯 作者:情报员 国家知识产权局信息显示,德州仪器公司取得一项名为"高速缓冲存储器大小改变"的专利,授权公告号 CN113853589B,申请日期为2020年5月。 ...
TSMC Stock Rises After Bumper Sales. What That Says About a Potential AI Bubble.
Barrons· 2026-01-09 11:42
Taiwan Semiconductor Manufacturing stock has risen strongly on the AI boom and its latest sales figures should support the rally. ...
Wall Street Breakfast Podcast: Tariffs On Decision Watch
Seeking Alpha· 2026-01-09 11:36
Group 1: Tariffs and Legal Developments - The Supreme Court is expected to rule on the legality of tariffs imposed by President Trump under the International Emergency Economic Powers Act (IEEPA) [3][4] - If deemed unlawful, the U.S. government may need to refund over $133.5 billion in duties to importers [6] Group 2: Alibaba and Nvidia - Alibaba's shares rose by 3.1% following reports that China may approve the import of Nvidia's H200 AI chips [6][7] - Alibaba is reportedly inquiring about purchasing over 200,000 units of the H200 chips to enhance its large language models and compete with U.S. firms [8] Group 3: Disney's Investment in China - Disney CEO Bob Iger announced plans to continue expanding investments in China, expressing confidence in the country's development [9] - Iger's visit may suggest potential plans for opening another theme park in China, as Disney currently operates Shanghai Disneyland [10]
10 Best Stocks to Buy for High Returns in 2026
Insider Monkey· 2026-01-09 11:36
In this article, we will look at the 10 Best Stocks to Buy for High Returns in 2026.​On January 6, Brian Belski, the CEO and chief investment officer of Humilis Investment Strategies, appeared on a CNBC Television interview to talk about his outlook for 2026. He expects the S&P 500 to end the year between 7,300 and 7,500. He had released a note earlier, saying that his firm sees the US stock market transitioning towards an earnings-driven and fundamentally performance-driven trajectory. Belski noted that th ...
BofA Updates Semiconductor PTs, Framing 2026 as the Midpoint of the Decade-Long AI Infrastructure Shift
Yahoo Finance· 2026-01-09 11:31
Teradyne Inc. (NASDAQ:TER) is one of the hot tech stocks to invest in. On December 16, Bank of America raised the firm’s price target on Teradyne to $235 from $205 with a Buy rating on the shares. This sentiment came out as BofA broadly updated its price targets for the US semiconductor stocks, framing 2026 as the halfway point of a decade-long transition to AI-driven infrastructure. The firm noted that while stock performance may be volatile, this uncertainty should be balanced by the rise of AI factories ...
国家队入股后股价已飙升70%!特朗普会晤英特尔(INTC.US)CEO陈立武 直言是一场“伟大交易”
智通财经网· 2026-01-09 11:29
Core Viewpoint - The meeting between President Trump and Intel CEO Pat Gelsinger highlights the U.S. government's support for Intel, which has resulted in a significant increase in the company's stock price since the government began purchasing shares [1][2]. Group 1: Government Involvement - The U.S. government has purchased up to 10% of Intel's shares, with current holdings at approximately 5.5%, contributing to a stock price increase of over 70% since the announcement [1]. - Trump's post on Truth Social emphasized the government's commitment to bringing advanced chip manufacturing back to the U.S. and described the meeting as a "great deal" for both parties [1]. Group 2: Company Performance and Future Plans - Since taking over as CEO in March 2022, Pat Gelsinger has taken steps to stabilize Intel's business, including securing investments from Nvidia and SoftBank worth billions [1]. - Intel plans to begin shipping its first products below 2 nanometers (18A) by the end of 2025, although the company still relies on TSMC for some chip manufacturing [1]. Group 3: Financial Aspects - The government's initial investment in August was valued at $5.7 billion, with potential future value reaching $27.7 billion depending on market developments [2]. - The current public market value of the government's holdings is slightly above $11 billion [2].
卓胜微:公司一直以来积极布局芯卓产业化项目建设
Zheng Quan Ri Bao Wang· 2026-01-09 11:13
证券日报网讯1月9日,卓胜微(300782)在互动平台回答投资者提问时表示,公司一直以来积极布局芯 卓产业化项目建设,基于长期对射频设计和高端工艺的积累,公司现已储备了可面向高端射频、卫星通 讯等不同领域的基础工艺技术底蕴积累。 ...
芯朋微:预计2025年净利同比增66%
Core Viewpoint - Chipone Microelectronics (688508) expects a net profit attributable to shareholders of approximately 185 million yuan in 2025, representing a year-on-year increase of about 66% [1] Group 1: Financial Projections - The company anticipates an 18% growth in operating revenue for the fiscal year 2025 [1] - The expected growth in revenue is primarily driven by significant increases in emerging markets, including servers, communications, industrial motors, optical storage, and new energy vehicles, with a projected year-on-year growth of around 50% [1] - Revenue from new product categories such as DC-DC converters, drivers, digital PMICs, power devices, and power modules is expected to grow by approximately 39% year-on-year [1]
通富微电:拟调整厦门通富担保比例至63.1667%
Xin Lang Cai Jing· 2026-01-09 11:05
通富微电公告称,公司拟将厦门通富在国开行厦门分行被担保债务的担保比例从10%调至63.1667%。截 至公告披露日,厦门通富项目贷款余额5.7亿元,公司实际担保余额0.57亿元。厦门通富2025年1 - 9月营 收77,413.46万元,净利润-3,499.55万元。本次新担保总额30,305.02万元,占2024年底经审计归母净资产 2.06%,该事项尚需股东会审议。 ...
Focus: Nvidia and auto suppliers roll out partnerships to rekindle self-driving push
Reuters· 2026-01-09 11:03
Core Viewpoint - The self-driving car industry has faced numerous challenges, including costly failures and significant delays, but technology suppliers, chipmakers like Nvidia, and certain automakers are increasingly investing in AI to drive future advancements in this sector [1] Group 1: Industry Challenges - The self-driving car industry has a history marked by expensive failures and ongoing delays, indicating a turbulent development phase [1] - Despite these setbacks, there is a growing optimism among tech suppliers and automakers regarding the potential of AI to transform the industry [1] Group 2: Key Players - Major players in the self-driving car sector include technology suppliers and chipmakers, with Nvidia being a notable example, highlighting the importance of advanced technology in this field [1] - Some automakers are also placing significant bets on AI, suggesting a collaborative effort between tech companies and traditional automotive manufacturers to overcome existing challenges [1]