港股国产GPU第二股，上市首日高开仅31.54%，收涨8.44%。这一涨幅，放在与近期上市的GPU企业对比中，明显是不及预期的。 1月8日，天数智芯正式在港交所主板上市。开盘价190.2港元，较发行价144.6港元大幅高开31.54%。收盘涨幅仅8.44%，总市值为398.77亿港元。 天数智芯 HK9903 HK 市值 398.77亿 量比 192.000 7.48 156.800 换 低 148.900 流通 384.32亿 3.36% 12.200 8.44% 开 市盈™ 亏损 14.04亿 190.200 额 异动解读:新股+通用GPU+量产领先+业绩 ... 同在腹 速诺 分时 日K 周K 目K 五日 电子v 均价:170.685 最新:156.800 12.200 +8.437% 192.000 +32.78% 实10 157.900 2100 24 157.800 U 0 258 157.700 100 157.600 ak 2017-02-20 100 157.500 0 157.400 0 157.300 157.200 0 F 157.100 D FI 400 157.000 -- 144 ...

Richardson Electronics (NasdaqGS:RELL) Q2 2026 Earnings Call January 08, 2026 10:00 AM ET Company ParticipantsEd Richardson - CEOP. Ross Taylor - Partner and Portfolio ManagerJens Ruppert - General Manager of CanvysChip Rewey - CIOGregory Peloquin - General Manager, Power and Microwave Technologies and Green Energy Solutions GroupsWendy S. Diddell - COORobert J. Ben - CFOConference Call ParticipantsNone - AnalystBobby Brook - VP and Senior Equity Research AnalystAnja Soderstrom - Senior Financial AnalystOpe ...

Financial Data and Key Metrics Changes - Total sales for Q2 FY26 were $52.3 million, an increase of 5.7% from $49.5 million in Q2 FY25. Excluding healthcare, net sales increased by 9.0% [6][9] - Operating income improved to $132,000 in Q2 FY26 from a loss of $667,000 in Q2 FY25 [3][7] - Net loss was $0.1 million for Q2 FY26, compared to a net loss of $0.8 million in Q2 FY25, with diluted net loss per share improving to $0.01 from $0.05 [8][9] - EBITDA for Q2 FY26 was $0.7 million, up from break-even in the prior year [8] Business Line Data and Key Metrics Changes - Green Energy Solutions (GES) sales increased by 39.0% year-over-year, driven by power management products [6][12] - Canvys revenue grew by 28.1% to $8.8 million, primarily due to improved demand from medical OEMs [20][21] - Power and Microwave Technologies (PMT) sales were down 4.0% year-over-year, with PMT sales approximately flat when excluding healthcare [6][12] Market Data and Key Metrics Changes - GES sales growth was attributed to increased sales in onshore wind and electric vehicle segments, reflecting higher sales from existing customers and new products [4][12] - Canvys secured orders from both repeat and new medical OEM customers, indicating strong demand in the medical market [21][22] - Approximately 70% of GES sales are currently in North America, with plans for international expansion [17] Company Strategy and Development Direction - The company is focused on repositioning towards higher growth end markets and expanding its engineered solutions [3][18] - Strategic initiatives include the development of a battery energy storage design center and expansion into international markets [26][27] - The company aims to leverage its existing capabilities and infrastructure to support sustainable growth, with a disciplined approach to acquisitions [28][29] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth potential in the green energy sector and the semiconductor wafer fab equipment market [27][28] - The company is navigating uncertainties related to tariffs and market conditions but remains focused on pursuing growth opportunities [18][19] - Management highlighted the importance of cash flow and efficiency, with plans to invest in growth initiatives primarily in alternative energy solutions [45][46] Other Important Information - The company has a strong cash position of $33.1 million, with no outstanding debt on its revolving line of credit [10][11] - Capital expenditures in Q2 FY26 were $1.6 million, primarily related to manufacturing improvements and IT systems [10] - The board declared a regular quarterly cash dividend of $0.06 per common share, to be paid in Q3 FY26 [10] Q&A Session Questions and Answers Question: Discussion on core backlog versus non-core backlog - Management clarified that core backlog includes products like Pitch Energy Modules, while non-core backlog consists of smaller components sold to customers building green energy products [33] Question: Cadence of orders turning to backlog and revenues within GES - Management explained that as products transition from alpha to production, new customers and sales contribute to growth, with a focus on maintaining inventory for timely shipments [35][36] Question: Update on GE approval for ALTA 1000 - Management confirmed that GE approval has been obtained, and the product is featured on GE's marketplace, with expectations for testing and installation by GE's customers [40][41] Question: Impact of medical business on margins and future opportunities - Management indicated that the medical business has had a negligible impact on gross margins, with expectations for profitability to improve as production transitions to repairs [43] Question: Plans for cash utilization and potential acquisitions - Management stated that cash will primarily be used for growth initiatives in alternative energy solutions, with an openness to small acquisitions that align with strategic goals [45][46] Question: Outlook for semiconductor market recovery - Management expressed cautious optimism for growth in the semiconductor market, with positive forecasts from multiple customers indicating readiness for increased demand [52]

文 | 钱钱 编辑 | 阿景 2025年6月的陆家嘴论坛上，证监会突然放出大招，创业板第三套上市标准正式落地。 作为新规后第二家吃螃蟹的企业，粤芯股份的上市之路却走得异常艰难。 今天咱们就来聊聊，这家顶着"半导体新势力"光环的公司，到底遇到了什么麻烦。 财务黑洞，卖得越多亏得越多 粤芯股份的主营业务分两大块，集成电路代工占80.3%，功率器件代工占19.7%。 这个业务结构在芯片代工行业里不算特别。 他们主打的MS、HV、CIS这些工艺平台，听起来挺专业，实际主要用在指纹识别芯片、显示驱动芯片 这些消费电子领域。 本来想靠特色工艺打开市场，但后来发现这条路没那么好走。 2024年粤芯营收16.81亿，看着不算少，但跟中芯国际、华虹公司这些老大哥比，简直是小巫见大巫。 这个被业内称为"创新企业绿色通道"的政策，让还没盈利的科技公司看到了上市希望。 更要命的是，他们连晶合集成、芯联集成这些同期起步的特色代工厂都比不过。 市场份额上不去，直接影响了议价能力。 最让人看不懂的是利润表。 2022年亏10.43亿，2023年亏19.17亿，2024年亏22.53亿，三年累计亏掉52亿多。 扣非净利润更夸张，累计亏损高达 ...

据媒体报道，在监管不确定的情况下，英伟达（NVDA）要求海外客户为其H200 AI芯片支付全额预付 款。英伟达称该芯片订单量已超过200万片，台积电（TSM）已被要求增产。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 据媒体报道，在监管不确定的情况下，英伟达（NVDA）要求海外客户为其H200 AI芯片支付全额预付 款。英伟达称该芯片订单量已超过200万片，台积电（TSM）已被要求增产。 ...

Figma's market cap of $18.3 billion is notably lower than the $20 billion it had in 2022 when Adobe attempted to acquire the business. That deal was blocked by regulators due to antitrust concerns, but it provides a good baseline on the value of the business.Management continues to expand its product line and features, leading to very high net revenue retention. Last quarter, Figma's existing customers spent approx i mately 31% more on its services than they did during the same period the previous year. Thi ...

MANCHESTER, N.H., Jan. 08, 2026 (GLOBE NEWSWIRE) -- Allegro MicroSystems, Inc. (Nasdaq: ALGM) today announced it plans to release financial results for its third quarter fiscal year 2026 prior to the market open on Thursday, January 29, 2026. Following the press release, Mike Doogue, President and Chief Executive Officer, and Derek D’Antilio, Executive Vice President and Chief Financial Officer, will host a conference call at 8:30 a.m. Eastern Time to discuss the Company’s results and business outlook. Anal ...

Company Overview - Nova is a leading innovator and key provider of metrology solutions for advanced process control in semiconductor manufacturing [3] - The company offers high-performance metrology solutions that enhance process control throughout the semiconductor fabrication lifecycle [3] - Nova's product portfolio includes high-precision hardware and cutting-edge software, providing customers with insights to develop and produce advanced semiconductor devices [3] Upcoming Event - Guy Kizner, Chief Financial Officer of Nova, will present at the 28th Annual Needham Growth Conference on January 14, 2026, in New York City [1] - A live webcast of the presentation will be available on Nova's Investor Relations website [2] - Management will be available for one-on-one in-person meetings on January 13 and 14, 2026 [2] Stock Information - Nova is traded on the Nasdaq and TASE under the ticker symbol NVMI [4]

转自：新华财经 新华财经成都1月8日电 振芯科技7日发布公告称，公司董事杨章、董事兼总经理杨国勇、董事莫然计划 6个月内增持公司股票（窗口期不增持），合计增持金额不低于人民币510万元且不超过人民币1020万 元。 在北斗导航领域，振芯科技全程参与了北斗一代、二代、三代应用终端研制及卫星应用服务，形成 了"芯片——终端——系统"的完整优势产业链，是国内系列最全、种类最多、应用覆盖面最广的北斗厂 商。财报显示，2025年上半年，北斗导航综合应用业务实现收入1.7亿多元，较上年同期增长73%。 振芯科技董事兼总经理杨国勇表示，公司将在"十五五"规划期间聚焦"AI+硬件赋能"的核心发展战略。 "十五五"时期是中国式现代化夯实基础、全面发力的关键时期，集成电路、高端芯片、空天信息、低空 经济、北斗应用、具身智能等领域将迎来快速发展的"时代风口"，民用与军用装备"质"和"量"的需求急 剧提升，"新质生产力+新质战斗力"的高效融合、双向拉动将水到渠成，智能化、绿色化、融合化已是 大势所趋。 早在"十三五"中期，公司就已提前着手智能化方向的技术和产品研发，构建了"云、网、群、端、智"全 体系发展格局。2024年11月，公司 ...

Micron Technology, Inc. (NASDAQ:MU) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company’s significant runs over the past years during the episode, as he said: “In second place, there’s Western Digital, Sandisk’s former parent, up 282%. In third, it’s Micron, a favorite of the show, up 239%. In fourth, it’s Seagate, another disk drive company, up 219%. These are all called storage companies. Each of these companies is a play on the data center’s insatiable de ...