近日，云天励飞在投资者互动平台表示，公司长期专注于AI推理芯片的研发设计及商业化，是全球第一批提出NPU驱动的AI推理芯片概念并商业化落地的 公司。公司已完成第四代NPU的研发，目前正在推进下一代高性能NPU的研发，将更适合AI推理应用。 公司Deep Edge10芯片系列可支持包括Transformer模型、BEV模型、CV大模型、LLM大模型等各类不同架构的主流模型，并在机器人、边缘网关、服务器等 领域实现商业化应用，为深空探测实验室的自主可控星载计算提供支撑。公司未来将持续利用IFMind大模型推理能力，将消费电子产品与AI耳机、AI手表 等可穿戴设备作为AI赋能产品。公司消费级场景将采取多维增长战略，包括推进"噜咔博士"品牌IP化，搭建全渠道营销体系并强化用户共创与品牌传播；以 大模型等核心技术赋能AI眼镜等消费电子产品，推出智能设备新品类，探索"硬件+订阅内容/服务"模式，同时深化技术迭代与成本优化构建竞争壁垒。此 外，公司还计划拓展海外市场，开发多语言版本产品及服务。 公司产品战略以自研芯片及算法赋能的全栈式解决方案为核心，满足端边云推理的需求。在终端，公司计划加强与智能设备制造商的合作，将公司的 ...

Company Overview - FormFactor is a global provider of semiconductor test and measurement technologies, offering devices such as probe cards, analytical probes, probe stations, metrology systems, thermal systems, and cryogenic systems [7] - Core clients include semiconductor companies, research facilities, and tech manufacturers [7] Financial Metrics - Current stock price is $94.56 with a market capitalization of $7.33 billion [3][4] - Revenue for the trailing twelve months (TTM) is $784.99 million [3] - The stock has experienced a 1-year price change of 151.62% [3] Recent Transactions - Seven different board directors, including Kevin J. Brewer, sold shares in February 2026, with Brewer selling 3,000 shares for approximately $289,000 [1][2] - This sale represented 27.01% of Brewer's direct holdings, reducing his shares from 11,105 to 8,105 [5] Market Performance - The stock is currently experiencing its highest gains in a single year since 2023, with significant activity from board directors [8] - The company is positioned for long-term growth due to the increasing reliance of semiconductor manufacturers and tech companies on its products [10]

Group 1 - The artificial intelligence memory market is experiencing significant changes, with Samsung planning to increase prices for its next-generation HBM4 chips by 20% to 30% [1][4] - Micron's stock has declined despite being in the same market, indicating competitive pressures and market dynamics at play [1][6] - Samsung's strategy aims to regain pricing power in the high-bandwidth memory sector, which is crucial for AI applications [4][7] Group 2 - The demand for HBM chips is driven by the rapid growth of generative AI models and the increasing need for faster memory bandwidth [5][6] - DRAM contract prices have surged over 170% in the past year, with some DDR5 memory modules increasing by approximately 500% since late 2024 [6] - Micron's financial performance is strong, with gross margins rising to 56% in the most recent quarter and projected to reach 68%, positioning the company favorably in the market [8]

Entegris, Inc. (NASDAQ:ENTG) is among the 12 Best Tech Stocks that Beat Earnings Estimates. On February 11, 2026, Goldman Sachs raised its price target on Entegris, Inc. (NASDAQ:ENTG) to $95 from $75 and maintained a Sell rating after results and guidance came in above Street estimates. Goldman Sachs said the beat and outlook should support the stock in the near term, while noting Entegris remains focused on improving operational execution. Goldman Sachs added that it is looking for clearer signs of a sus ...

Group 1: Laffont's Investment Strategy - Billionaire Philippe Laffont, founder of Coatue Management, oversees $39 billion in 13F securities, primarily investing in technology stocks, with Taiwan Semiconductor Manufacturing as his largest holding at over 6.5% of his portfolio [1] - In the fourth quarter of the previous year, Laffont sold his entire position in CoreWeave, which had been a significant AI stock with triple-digit revenue growth [2][9] - Laffont's recent investment in Moderna, a biotech stock that has struggled but saw a nearly 50% increase in January, indicates a shift towards potential growth opportunities [3][12] Group 2: CoreWeave and Moderna - CoreWeave, which Laffont sold, had made up more than 2.2% of his portfolio and had seen an 80% increase since its IPO [8][9] - Moderna, which Laffont purchased 200,000 shares of, represents a very small position at 0.01% of his portfolio, but the company is focusing on long-term success through cost-cutting and expanding its vaccine offerings [10][11] - Moderna's stock has lost over 70% in the past three years, but its pipeline includes candidates in late-stage development, suggesting potential for recovery and growth in the future [10][14]

For more, let's bring in Avery Sheffield, Vantage Rock's co-founder and CIO. It's nice to see you. Thanks for being here.>> Great to be here. >> So, this good timing. You say you told our producers, "The ruling won't have much of an impact on the economy, but I will report back on any additional insights following the Trump press conference." All right.So, we have the Trump press conference. Let's get the insights. Now, now what.>> Well, I mean, he's determined to keep the tariffs at as high of a level as p ...

ED: WELCOME TO "BLOOMBERG TECH," IN THE LAST HOUR THE U.S. SUPREME COURT HAS STRUCK DOWN PRESIDENT TRUMP'S SWEEPING GLOBAL TARIFFS. BLOOMBERG IS REPORTING THAT THE PRESIDENT HAS A BACKUP PLAN AND HAS LABELED THE DECISION A DISGRACE. WE WILL GET TO MARKETS AND SUMMARIZE THE REACTION.EQUITIES SURGED, PARTICULARLY TECHNOLOGY STOCKS. THE NASDAQ 100 AND THE PHILADELPHIA SEMICONDUCTOR INDEX CONTINUE TO PUSH TO SESSION HIGHS. BONDS FELL, THE DOLLAR FELL, PARTICULARLY 10 YEAR YIELD UP TO BASIS POINTS AT 4.09%.30 YE ...

Core Viewpoint - The SPDR Semiconductor ETF (XSD) has gained 43.15% over the past year due to increased AI infrastructure spending, but its equal-weight structure creates challenges as legacy players like Intel lag behind [1] Group 1: ETF Performance - The XSD ETF is up 11.85% year-to-date and has seen significant gains driven by AI demand [1] - Micron Technology's revenue surged 57% year-over-year to $13.64 billion in Q1 FY26, highlighting the strong demand for high-bandwidth memory [1] - The equal-weight structure of XSD means that underperformers like Intel can drag down overall returns, despite strong performances from other stocks [1] Group 2: Macro Factors - The trajectory of AI infrastructure spending is crucial for the continued success of XSD, with NVIDIA reporting high demand for cloud GPUs [1] - Micron's gross margins for Cloud Memory reached 66%, indicating strong pricing power driven by AI demand [1] - Geopolitical risks, particularly concerning Taiwan's semiconductor production, could significantly impact the global supply chain if disrupted [1] Group 3: Micro Factors - XSD's quarterly rebalancing can create tension between sector leaders and laggards, affecting overall fund performance [1] - Intel's recent decline of nearly 6% contrasts with Micron's 2.59% increase, which could erode returns until the next rebalance [1] - The fund's equal-weight discipline requires selling outperformers to buy laggards, which may limit potential gains if AI momentum continues [1]

Market Overview - U.S. markets experienced volatility due to escalating tensions with Iran and concerns over private credit, leading to a decline in major indices [1][3] - The S&P 500 decreased by 0.28%, the Dow Jones Industrial Average fell by 0.54%, and the Nasdaq Composite closed down by 0.31% [3] Oil Market - Oil prices increased by nearly 2% in U.S. trading amid fears of supply disruptions due to potential military action in Iran [1] Private Credit Market - Blue Owl Capital sold $1.4 billion in loan assets, raising concerns about liquidity and stability in the private credit market, resulting in a nearly 6% drop in its stock [2] - Other asset managers, including Blackstone and Apollo Global Management, also saw declines in their stock prices [2] Aerospace Industry - Airbus stock fell by 6% after the company announced that its deliveries for the year would be below analyst expectations, citing supplier-driven engine shortages as "unsatisfactory" [3] Artificial Intelligence Sector - Positive sentiment was noted at India's AI Impact Summit, with discussions involving leaders from Microsoft, OpenAI, and Qualcomm on the AI industry and semiconductor manufacturing [3] - Google DeepMind's CEO highlighted that the memory chip shortage remains a limiting factor for agentic AI [4] - Nvidia plans to invest up to $30 billion in OpenAI, which would value the startup at $730 billion pre-money [4]

公众号记得加星标⭐️，第一时间看推送不会错过。 如今谈及计算机存储器，大多数人会想到 "RAM"，或是手机、笔记本电脑中的长期存储空间。但在 这些简单术语背后，是一个庞大而迷人的半导体存储器技术生态系统，每种技术都有其自身的发展历 程、设计理念以及在现代电子设备中的作用。从本质上讲，计算机存储器用于存储信息 —— 从处理 器正在使用的指令与数据，到我们保存在固态硬盘和存储卡中的海量用户内容与系统文件。然而，不 同存储器在响应速度、数据保持时间以及每千兆字节成本方面并不相同。 本文将重点介绍四种现代计算机存储器：只读存储器（ROM）、动态随机存取存储器（DRAM）、 静态随机存取存储器（SRAM）以及闪存。每一种存储器都代表了速度、成本、功耗与数据持久性之 间的一种独特权衡。理解这些权衡不仅对硬件工程师至关重要，对发烧友、超频玩家、存储空间追求 者，以及任何希望优化性能、做出明智购买决策，或仅仅想了解驱动其计算机的技术原理的人来说， 同样不可或缺。 存储器的本质是什么？ 从核心来看，计算机存储器是计算系统中以二进制数字（比特）形式存储信息的部分，这些信息可供 处理器或图形处理器（GPU）等其他系统组件即时使用， ...