KLA Corporation (NASDAQ:KLAC) is one of the Good Stocks to Buy Now. KLA Corporation (NASDAQ:KLAC) held its analyst day on March 12, where the company reaffirmed its fiscal Q3 2026 outlook and also announced its 2030 targets. The stock has gained more than 9% since the analyst day. ​Following the event, Wolfe Research reiterated an Outperform rating on the stock with a price target of $1,800. During the event, management reaffirmed its fiscal Q3 guidance of revenue around $3.35 billion, along with a non-GA ...

Micron Technology (MU +0.59%) stock just experienced one of the worst weeks of 2026, with shares falling around 19.5% in the past five trading days (as of March 26). The stock is now down over 23.5% from its recent high of $471.34 earlier this month, as investors worry about the durability of memory demand amid profit-taking and increasing macro uncertainty.The sell-off has been surprising, especially after the company delivered solid performance in the second quarter of fiscal 2026 (ended Feb. 26). Disconn ...

公众号记得加星标⭐️，第一时间看推送不会错过。 如今的片上网络就像一个复杂的高速公路交叉口，有多条匝道通往不同的主干道。这里的交通流量就 是数据，而且比以往任何时候都多的数据被捕获、生成和分析。 实时人工智能驱动的分析给芯片网络带来了额外的压力，这些网络需要在处理器和内存之间快速地来 回传输数据。为了应对这一挑战，设计人员正在开发新的、日益复杂的片上网络 (NoC) 拓扑结构和 芯片间互连架构，以确保所有数据都能在正确的时间准确地传输到所需位置。但这同时也带来了一些 新的挑战。 Synopsys接口IP产品管理总监Priyank Shukla表示："这个领域正在发展壮大，因为我们拥有大量数 据。这催生了新的技术，例如将数据从加速器连接到内存，从而促进了我们领域的创新。" 根据设计人员处理的是片上系统 (SoC)、多芯片系统还是芯片组，架构挑战的权重有所不同，但所有 配置都存在一些共同的担忧。 ChipAgents首席执行官 William Wang 表示： "最难的问题是可扩展性、拥塞管理、流量公平性、延 迟可预测性以及在日益异构的 IP 模块中实现时序收敛。" 从SoC架构的角度来看，最复杂的问题都是同时扩 ...

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of Joinsilicon Microelectronics (Beijing) Co., Ltd. 中茵微電子 (北 京 )股份有限公司 (the "Company") (A joint stock company incorpor ...

- MarketWatch illustration It’s been a chaotic month in markets since the U.S. and Israel attacked Iran on Feb. 28, prompting a surge in oil prices. The Dow Jones Industrial Average DJIA fell into a correction Friday for the first time since President Trump’s “liberation day” tariff tumult nearly a year ago. It joined the Nasdaq Composite COMP and Russell 2000 RUT indexes in correction territory, defined as a close that’s at least 10% below a recent peak. Most Read from MarketWatch “The problem is we ...

Not every investor is interested in technology stocks. The sector can be prone to boom-and-bust cycles, and the enthusiasm for certain technologies (ahem, virtual reality) doesn't always translate into wins for investors.But about 32% of the S&P 500 are tech stocks, and much of the gains the market makes come from this sector. That should be enough to convince you that holding at least a handful of tech stocks for the long term is a smart move. Here are three you should consider buying now. Broadcom's niche ...

低容量NAND Flash供给紧缩叠加品牌推动AI革新，预估2026年智能手机平均存储容量年增4.8% 根据Tr endFor c e集邦咨询最新存储器产业研究，尽管2026年全球智能手机品牌面临NAND Fl a sh价格高涨压力，但由于原厂制程升级迫使低容量规格淘汰，以及高端品牌旗舰机AI需求等 因素驱动， 预估全年手机平均存储容量将逆势年增4.8% 。 点击右边 阅读原文 了解更多详情 2025年全球OLED显示器出货量年增92% 根据Tr endFor c e集邦咨询最新调查， 2025年全球OLED显示器出货量达273.5万台，年增率高 达92% 。亮眼表现主要受惠于品牌端第四季强力促销以及27吋240Hz QHD机型凭借极高性价 比大幅推升出货，加上280Hz新品问世为市场注入了新动能。 展望2026年，随着品牌加强推陈 出新与行销策略持续发酵，可望创造全年出货量51%的年成长 。 | Company | market share | | --- | --- | | ASUS | 21.6% | | Samsung | 19.3% | | MSI | 13.1% | | LGE | 12.6% | ...

事件1： 公司发布2025年年报。2025年，公司实现营收36.60亿元，同比增长9.66%；实现归母净利润7.20亿元，同 比增长38.32%；实现扣非后归母净利润6.78亿元，同比增长44.53%。2025Q4，公司单季度实现营收9.62亿 元，同比增长5.48%，环比减少0.49%；实现归母净利润2.01亿元，同比增长39.07%，环比减少3.64%。 事件2：公司发布2026年第一季度业绩预告。2026Q1，公司预计实现归母净利润2.40-2.60亿元，同比增长 70.22%-84.41%；预计实现扣非后归母净利润2.30-2.50亿元，同比增长70.52%-85.35%。 点评： 半导体板块业务持续快速放量，利润同比大幅增长 2025年，公司半导体材料及芯片业务实现营收20.86亿元，同比大幅增长37.27%，业务营收占比同比提升 11.5pct至57.0%，标志着公司半导体业务成为公司核心盈利支柱与战略发展主引擎。分产品看，2025年公 司CMP抛光垫实现销售收入10.91亿元，同比增长52.34%；CMP抛光液及清洗液实现销售收入2.94亿元， 同比增长36.84%；半导体显示材料实现销售收入5 ...

The S&P 500 (SNPINDEX:^GSPC) fell 1.67% to 6,375.85, marking its fifth weekly drop. The Nasdaq Composite (NASDAQINDEX:^IXIC) sunk 2.15% to 20,948.36, putting it in correction territory after falling more than 10% from its October high. The Dow Jones Industrial Average (DJINDICES:^DJI) lost 1.73% to 45,166.64 as high oil prices and tech jitters drove a wide sell-off. Market movers Energy names outperformed as Brent crude jumped above $110 and boosted producers such as Suncor Energy (NYSE:SU). Exxon Mobil ...

A strong industry tailwind is working in its favor. As AI, cloud computing, and big data continue to scale rapidly, the need for faster, more efficient storage has surged. Hyperscalers, in particular, rely heavily on high-performance memory to handle massive workloads, placing Sandisk in a sweet spot.Milpitas, California-based Sandisk has become one of the key players powering today’s data-driven world. The company focuses on designing and manufacturing NAND flash memory solutions, everything from SSDs and ...