Samsung just scored its biggest foundry win yet. You mentioned it, $16.5% billion deal to produce Tesla's next generation EI chips. It's an 8-year contract, and Samsung shares are up on the news.Elon Musk did confirm the deal, saying the chips, called A16, will be made at Samsung's new fab in Taylor, Texas, and used to power Tesla's self-driving technology, eventually humanoid robots, and possibly even data centers, which could pose a threat for Nvidia way later on. OnX, Musk wrote, quote, "The strategic im ...

Core Viewpoint - The technology stock market, particularly in artificial intelligence, is rapidly evolving with new companies emerging and established players like Taiwan Semiconductor Manufacturing (TSM) gaining market share in chipmaking and semiconductor technologies [1][2]. Group 1: Taiwan Semiconductor Manufacturing (TSM) - TSM's current stock price is $242.44, with a 52-week range of $133.57 to $248.28 and a dividend yield of 1.07% [2]. - The company is positioned as a key player in supporting data center expansion and semiconductor manufacturing in the U.S. due to new funding allocated for AI development [3]. - TSM has seen a significant stock rally, achieving a 48.5% increase over the past quarter, reaching a new 52-week high [7]. Group 2: U.S.-China AI Competition - The U.S. is in direct competition with China in the AI sector, highlighted by President Trump's AI Action Plan, which has implications for companies in the semiconductor value chain [2][4]. - The AI Action Plan allows China to import NVIDIA chips, which unexpectedly benefits TSM more than NVIDIA, as NVIDIA relies on TSM for manufacturing [5][6]. Group 3: Market Outlook and Analyst Ratings - Analysts forecast a 12-month price target for TSM at $258.33, indicating a potential upside of 6.57% from the current price [11]. - Charles Shi from Needham & Company has issued a Buy rating for TSM, with a valuation target of $270, suggesting a possible 10.2% upside [12]. - There is a sense of urgency for investors to act on TSM stock before potential new analyst ratings are released, as the stock may react quickly to news [13][14].

上海艾为电子技术股份有限公司 截至 2025 年 6 月 30 日止 前次募集资金使用情况报告及 鉴证报告 目 录 页 次 一、 前次募集资金使用情况报告的鉴证报告 1-2 二、 前次募集资金使用情况报告 1-9 关于上海艾为电子技术股份有限公司 截至2025年6月30止 前次募集资金使用情况报告的鉴证报告 信会师报字[2025]第ZA14767号 上海艾为电子技术股份有限公司全体股东： 我们接受委托，对后附的上海艾为电子技术股份有限公司（以下 简称"艾为电子"） 截至2025年6月30日止前次募集资金使用情况报告 （以下简称"前次募集资金使用情况报告"）执行了合理保证的鉴证 业务。 一、管理层的责任 艾为电子管理层的责任是按照中国证券监督管理委员会《监管规 则适用指引——发行类第7号》的相关规定编制前次募集资金使用情 况报告。这种责任包括设计、执行和维护与前次募集资金使用情况报 告编制相关的内部控制，确保前次募集资金使用情况报告真实、准确、 完整，不存在虚假记载、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是在执行鉴证工作的基础上对前次募集资金使用情 况报告发表鉴证结论。 三、工作概述 我们按照 ...

证券代码：688249 证券简称：晶合集成 公告编号：2025-041 表决结果：2 票赞成；0 票弃权；0 票反对。 合肥晶合集成电路股份有限公司 第二届监事会第十四次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 合肥晶合集成电路股份有限公司（以下简称"公司"）第二届监事会第十四 次会议于 2025 年 7 月 25 日以现场和通讯相结合的方式在公司会议室召开。本次 会议的通知于 2025 年 7 月 18 日以电子邮件方式送达全体监事。本次会议由监事 会主席杨国庆主持，应参加本次监事会会议的监事 3 名，实际参加本次监事会会 议的监事 3 名。 本次会议召开符合《中华人民共和国公司法》《上海证券交易所科创板股票 上市规则》等有关法律、行政法规、部门规章、规范性文件和《合肥晶合集成电 路股份有限公司章程》的规定，会议决议合法、有效。 二、监事会会议审议情况 （一）审议通过《关于公司拟对外投资暨关联交易的议案》 监事会认为：本次公司拟对外投资暨关联交易事项，遵循了平等互利的原则， 满 ...

Key Takeaways KLA projects Q4 revenues of $3.075B and EPS of $8.53, reflecting strong year-over-year growth.AI and advanced packaging gains are boosting KLAC's momentum despite chip complexity challenges.Tariffs and higher tax rates are expected to pressure margins and weigh on quarterly profitability.KLA Corporation (KLAC) is set to report its fourth-quarter fiscal 2025 results on July 31.For the fourth quarter of fiscal 2025, KLAC expects revenues of $3.075 billion, plus/minus $150 million. The Zacks Cons ...

Investors looking for stocks in the Electronics - Semiconductors sector might want to consider either United Microelectronics Corporation (UMC) or Nova Ltd. (NVMI) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Ra ...

Last month, I shared an update on Navitas Semiconductor ( NVTS ) covering its presence as a collaborator on Nvidia’s ( NVDA ) next generation of data center architecture, the 800 V HVDC architecture. This new architecture is mainly focusedAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial markets and institutions, all ...

Wall Street has been on a solid run in recent weeks, making a series of new record highs. The S&P 500 notched its fifth consecutive record close last week, and its 14th record close of 2025. SPDR S&P 500 ETF Trust (SPY) , the proxy version of the S&P 500 Index, gained 1.5% last week and has risen 9.3% so far in 2025. The rally has been bolstered by solid corporate earnings, resilient economic data and growing optimism that trade tensions may ease. The booming AI craze, Fed rate cut hopes and retail investor ...

Samsung to Make Tesla AI Chips in Multiyear Texas Deal. Listen for more on Bloomberg Intelligence. https://t.co/guEtIlnyx4 ...

Tesla signs $16.5B deal with Samsung to make AI chips | TechCrunch https://t.co/eEsMJ93OLr ...