Key Takeaways DRDGOLD stock has soared 49.9% in four weeks with earnings estimates up 80% in the last 30 days.Daktronics shares jumped 39.1% in four weeks, with earnings forecasts up 6.9% over seven days.NCS Multistage gained 38.4% in four weeks, with earnings projections up 62% over the past 60 days.U.S. stock markets have continued their northward journey in 2025 following an impressive rally over the previous two years. All three major stock indexes — the Dow, the S&P 500 and the Nasdaq Composite — are c ...

Accessibility StatementSkip Navigation New Offerings to include Vertical Power Delivery and other modules AUSTIN, Texas, Sept. 16, 2025 /PRNewswire/ --Â Flex Power Modules, a leading provider of advanced power conversion solutions, today announced it is partnering with Renesas to pioneer the next generation of board- mounted power management solutions for CPUs, GPUs, FPGAs, ASICs, and accelerator cards that support AI workloads. Continue Reading Flex Power Modules is collaborating with Renesas to pioneer th ...

新华财经北京9月11日电（罗浩）科创50指数11日低开约0.39%，指数盘初快速下跌一度跌约1.19%，此 后持续震荡上扬，至午间收盘时即涨逾5%，午后在日内高位波动整理，收盘时大幅上涨。至收盘时， 科创50指数报1326.03点，涨幅5.32%，总成交额约1060亿元。 11日，科创综指小幅低开，指数早盘期间震荡攀升，午后窄幅整理，最终大幅收涨，收盘时涨4.40%， 收于1596.45点，总成交额约2769亿元，总成交额较上一交易日显著放量。 当日，科创板近九成个股收涨。细分领域中，半导体股和元器件股涨幅靠前，海光信息、腾景科技收于 20%涨停并创下历史新高激发市场做多热情。 经新华财经统计，9月11日，剔除停牌的芯原股份，科创板其余588股平均涨幅2.79%，平均换手率 3.68%，合计成交额2769.38亿元，平均振幅为5.86%。 个股表现方面，腾景科技、海光信息、新相微、炬光科技、赛微微电、复洁环保等6股收于约20%涨 停，涨幅靠前；悦康药业下跌5.53%，跌幅居首。 成交额方面，寒武纪成交额259.97亿元，位居首位；*ST观典成交额837.66万元，位居末位。 换手率方面，嘉元科技换手率为21. ...

天眼查App显示，近日，石家庄经纬易通电子科技有限责任公司成立，法定代表人为武科，注册资本20 万人民币，经营范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广; 电子元器件制造;电子元器件零售;电子元器件批发;电力电子元器件销售;电力电子元器件制造;通信设备 制造;电子真空器件制造;电子测量仪器销售;电子测量仪器制造;通信设备销售;卫星通信服务;光通信设备 制造;光通信设备销售;货物进出口;技术进出口;销售代理（除依法须经批准的项目外，凭营业执照依法 自主开展经营活动）。 ...

Ballybrit, Ireland-based TE Connectivity plc (TEL) manufactures and sells connectivity and sensor solutions. Valued at a market cap of $61.4 billion, the company’s products serve a wide range of industries, including automotive, industrial equipment, communications, aerospace, defense, and medical. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and TEL fits the label perfectly, with its market cap exceeding this threshold, underscoring its size, influence, and domi ...

Summary of Delta Electronics Conference Call Company Overview - **Company**: Delta Electronics (2308.TW) - **Market Cap**: NT$1.8 trillion / $60.4 billion [6] - **Industry**: Power supply components, AI server power, EV and server power industry [39] Key Insights Power Consumption and Market Potential - **Rubin GPU Power Consumption**: Expected to increase from 1.4kW to 2.3kW for the B300 chip, surpassing consensus estimates of 1.8kW, driven by demand for high-performance AI computing [1] - **Total Addressable Market (TAM)**: Projected TAM for power supply units (PSU) to rise from US$5.7 billion to US$6.1 billion in 2026E and from US$8.0 billion to US$12.8 billion in 2027E, indicating a ~30% increase in PSU TAM from Q2 2026 [1][31] Revenue and Market Share Projections - **AI Server PSU Market Share**: Expected to maintain high levels of 73% in 2025, 74% in 2026, and 84% in 2027 [3] - **Revenue Contribution**: AI server power revenue projected to account for 31% in 2026E and 47% in 2027E, up from previous estimates of 26% and 33% [3] - **Operating Profit Margin (OPM)**: Anticipated to increase due to higher PSU demand, with AI PSU expected to contribute 52% of total operating profit in 2026E and 61% in 2027E [3] Financial Performance and Estimates - **Earnings Revisions**: 2025/26/27E earnings estimates revised up by <1%/10%/48% due to higher-than-expected power consumption for Rubin and future AI GPUs [33] - **Revenue Growth**: Revenue estimates for 2025E increased by 1% to NT$500.3 billion, for 2026E by 5% to NT$616.6 billion, and for 2027E by 28% to NT$886.5 billion [34] - **EPS Growth**: Expected EPS to rise to NT$20.67 in 2025E, NT$37.26 in 2026E, and NT$70.00 in 2027E, reflecting significant growth [34] Investment Rating and Price Target - **Rating**: Maintain Buy rating with a new target price of NT$670, up from NT$586, based on a target P/E multiple of 25x [4][36] - **Valuation**: The stock is considered undervalued relative to its strong revenue outlook and market leadership [39] Risks and Considerations - **Downside Risks**: Include slower-than-expected growth in AI server power consumption, potential market share loss in AI server DC-DC power systems, and currency fluctuations (NT$ appreciation against USD) [39][40] Additional Insights - **Market Position**: Delta Electronics is the largest vendor of power supply components globally and a key supplier in the EV and server power markets, indicating strong long-term growth potential [39] - **Product Demand**: Increasing demand for AI server power and cooling systems is expected to drive solid growth, necessitating higher power efficiency components [39] This summary encapsulates the critical points from the conference call, highlighting Delta Electronics' strategic positioning, financial outlook, and market dynamics.

Group 1 - Jiangnan New Materials closed at 81.25 yuan on August 26, down 2.46 yuan from the previous trading day [1] - The trading volume on that day was 64,700 lots, with a transaction amount of 535 million yuan [1] - The stock experienced a rapid rebound during the day, with a rise of over 2% within 5 minutes in the morning session, reaching a high of 86.50 yuan [1] Group 2 - Jiangnan New Materials is primarily engaged in the research and production of electronic materials, with applications in consumer electronics and new energy sectors [1] - The company is part of the electronic components sector and possesses attributes related to composite current collectors and specialized innovation [1] - On August 26, there was a net outflow of 81.09 million yuan from main funds, with a cumulative net outflow of 110 million yuan over the past five trading days [1] - The turnover rate on that day reached 22.62%, indicating active market trading [1]

Core Viewpoint - The company,拍明芯城 (IZM), has shown a positive financial performance with a notable increase in revenue and net profit, indicating potential growth in the electronic component trading platform industry [1]. Financial Performance - As of December 31, 2024, the total revenue of 拍明芯城 is projected to be $90.34 million, representing a year-on-year growth of 2.99% [1]. - The net profit attributable to the parent company is expected to reach $780,900, marking a significant year-on-year increase of 208.2% [1]. Company Overview - 拍明芯城 is a Cayman Islands-registered holding company, primarily operated by its domestic entity, 深圳市拍明芯城电子有限公司 [1]. - The company functions as a rapid matching platform for electronic components, providing a one-stop service for component procurement and comprehensive supply chain services [1]. - Its services are tailored for small and medium-sized enterprises, including matching services, order fulfillment, consignment purchasing, customs declaration, software customization, intelligent warehousing, smart logistics, and supply chain finance [1].

Malaysia unveiled its own AI processor Monday, joining a global race to build the most sought-after electronic components for artificial intelligence development https://t.co/jEsoRrFykC ...

Summary of the Conference Call on Electronic Components Industry Industry Overview - The conference focused on the **Electronic Components** industry in **Japan** with a specific emphasis on demand shifts and earnings forecasts for key players in the sector [1][4][8]. Key Points Demand and Earnings Outlook - Results for **April to June 2025** exceeded forecasts, with strong demand anticipated for **July to September 2025**. A solid foundation is necessary for earnings expansion in **2026** [1][6]. - The outlook for demand beyond **October to December 2025** remains uncertain, indicating potential volatility in the market [7]. Company Ratings and Forecasts - **Ibiden**: Rated **Overweight** with expectations to maintain a dominant share of **NVIDIA's ABF package substrates**. Current price is **6,732 JPY** with a target price of **8,300 JPY**, indicating a **23% upside** [6][10]. - **TDK**: Also rated **Overweight**, with earnings expected to expand due to high-value-added rechargeable batteries. Current price is **1,928 JPY** with a target price of **2,100 JPY**, suggesting a **9% upside** [6][10]. - **Hirose Electric**: Rated **Overweight**, benefiting from the expansion of automotive connectors. Current price is **18,700 JPY** with a target price of **20,900 JPY**, indicating a **12% upside** [6][10]. - **Niterra**: Expected to see continued earnings growth for replacement plugs and SPE electrostatic chucks. Current price is **5,326 JPY** with a target price of **5,700 JPY**, suggesting a **7% upside** [6][10]. - **Meiko Electronics**: Rated **Overweight** with continued earnings growth anticipated from expanding capacity for high-layer-count/high-density build-up PCBs. Current price is **8,380 JPY** with a target price of **8,400 JPY**, indicating a **0% upside** [6][10]. Risk-Reward Snapshot - The report includes a risk-reward snapshot ranking companies by preference, with **Ibiden** and **TDK** at the top, followed by **Hirose Electric** and **Niterra**. Companies like **Murata Manufacturing** and **Hamamatsu Photonics** are rated **Equal-Weight**, indicating a more cautious outlook [7][10]. Market Trends - The **MLCC** (Multi-Layer Ceramic Capacitor) market is highlighted, with expectations for **Murata's** market share to continue rising at a mild rate in the mid to long term [9]. - Capex by hyperscalers has significantly increased, indicating a positive trend for electronic components [9]. Financial Metrics - The report provides detailed financial metrics for various companies, including P/E ratios, EV/EBITDA, and ROE, which are essential for evaluating investment opportunities [10]. Additional Insights - The conference emphasized the importance of monitoring demand shifts and the potential impact of macroeconomic factors on the electronic components market [1][9]. - Analysts noted the need for investors to consider potential conflicts of interest when interpreting research from firms like **Morgan Stanley** [4][5]. This summary encapsulates the key insights and financial forecasts from the conference call, providing a comprehensive overview of the electronic components industry in Japan.