Semiconductor
Search documents
Microchip Technology Incorporated (MCHP) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Seeking Alpha· 2025-11-18 23:08
Demand Environment - The company has experienced healthy bookings activity over the past several months, with July bookings being the highest in three years [3] - August typically showed a seasonal softness, which is considered normal, while September bookings exceeded July's figures [3] - October bookings were also higher than July, although slightly lower than September, indicating a strong demand trend [3]
Power Integrations Names Nancy Erba as Chief Financial Officer
Businesswire· 2025-11-18 21:15
Core Insights - Power Integrations has appointed Nancy Erba as Chief Financial Officer, effective January 5, 2026, bringing over 25 years of corporate finance experience [2][4] Company Overview - Power Integrations is a leading innovator in semiconductor technologies for high-voltage power conversion, playing a crucial role in the clean-power ecosystem [5] Leadership and Experience - Nancy Erba previously served as CFO at Infinera Corporation and has held senior leadership roles at Immersion Corporation and Seagate Technology, showcasing a strong background in finance and technology [2][3] Strategic Vision - The CEO of Power Integrations expressed confidence in Erba's ability to enhance the company's strategy and growth, particularly in response to increasing demand driven by AI, electrification, and decarbonization [4] Market Position - Power Integrations is well-positioned to leverage its financial strength and innovative technologies, such as PowiGaN, to capitalize on growth opportunities in the semiconductor market [4]
Looking for a Growth Stock? 3 Reasons Why M/A-Com (MTSI) is a Solid Choice
ZACKS· 2025-11-18 18:45
Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a growth stock that can live up to its true potential can be a tough task.That's because, these stocks usually carry above-average risk and volatility. In fact, betting on a stock for which the growth story is actually over or nearing its end could lead to significant loss.However, the Zacks Growth Style Score (part of th ...
Broadcom Strengthens Strategic Partnership with NEC to Drive Modern Private Cloud with VMware Cloud Foundation
Globenewswire· 2025-11-18 14:00
PALO ALTO, Calif., Nov. 18, 2025 (GLOBE NEWSWIRE) -- Broadcom Inc. (NASDAQ: AVGO) today announced plans to expand its strategic partnership with NEC Corporation (TSE: 6701) to adopt a modern private cloud utilizing VMware Cloud Foundation (VCF). Leveraging the skills and expertise gained from implementing VCF in its own IT systems, NEC will promote the modernization of private clouds, enabling customers to ensure security and accelerate innovation. VCF is the first integrated cloud platform designed to enab ...
协创数据:公司存储业务已覆盖从存储芯片封测到存储模组成品的全链条产业
Zheng Quan Shi Bao Wang· 2025-11-18 13:56
人民财讯11月18日电,协创数据(300857)11月18日在互动平台表示,目前公司的存储业务已覆盖从存 储芯片封测到存储模组成品的全链条产业,并聚焦于NAND Flash和DRAM这两大主流产品与技术。 ...
美银:亚洲基金经理调查 -复苏进行时-Asia Fund Manager Survey-Recovery in motion
美银· 2025-11-18 09:42
Accessible version Asia Fund Manager Survey Recovery in motion When do you think the BOJ next rate hike will be? 29% 68% 4% Dec 2025 Jan-Mar 2026 Apr-Jun 2026 Source: BofA Asia Fund Manager Survey BofA GLOBAL RESEARCH Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies. Growth upswi ...
New Strong Sell Stocks for Nov. 18th
ZACKS· 2025-11-18 09:41
Group 1 - Diodes (DIOD) is a leading manufacturer and supplier of high-quality discrete and analog semiconductor products, primarily serving the communications, computing, industrial, consumer electronics, and automotive markets [1] - The Zacks Consensus Estimate for Diodes' current year earnings has been revised 12.2% downward over the last 60 days [1] Group 2 - Ardent Health, Inc. (ARDT) is a provider of healthcare services [2] - The Zacks Consensus Estimate for Ardent Health's current year earnings has been revised almost 8.8% downward over the last 60 days [2] Group 3 - F5 (FFIV) provides products and services to manage Internet traffic worldwide [2] - The Zacks Consensus Estimate for F5's current year earnings has been revised almost 6.3% downward over the last 60 days [2]
收评:创指收跌1.16% 下跌个股超4100只 AI应用概念全天强势
Xin Lang Cai Jing· 2025-11-18 08:12
截至收盘,沪指报3939.81点,跌0.81%;深成指报13080.49点,跌0.92%;创指报3069.22点,跌1.16%。 盘面上,拼多多概念、小红书概念、Sora概念涨幅居前,煤炭开采加工、电池、氟化工概念跌幅居前。 11月18日消息,市场弱势震荡,三大指数尾盘跌幅有所收窄。板块方面,AI应用概念全天强势,福石控股、宣亚国际双双 20cm涨停;美容护理板块尾盘拉升,敷尔佳、芭薇股份等多股上涨;半导体板块活跃,龙讯股份20cm涨停;下跌方面,煤炭 股全天调整,云煤能源、宝泰隆跌停;电池板块全天调整,华盛锂电、海科新源等多股跌超10%;有色股集体调整,海南矿业 跌停。总体来看,个股呈普跌态势,下跌个股超4100只。 ...
20cm速递|科创芯片ETF国泰(589100)涨超1.3%,技术突破带动市场关注
Mei Ri Jing Ji Xin Wen· 2025-11-18 07:55
Group 1 - MiniMax has launched a full-modal "all-in-one" solution that covers text, video, voice, and music, with its text model M2 achieving a cost-effective breakthrough in the "performance, speed, cost" triangle, with reasoning costs as low as $0.53 per million tokens, only 8% of Claude 4.5 Sonnet, while reasoning speed is nearly double that of the latter [1] - M2 ranks among the top tier in global authoritative evaluations, becoming the first Chinese model to top the global open-source large model rankings, marking a significant leap for Chinese AI technology from following to leading [1] - MiniMax's commitment to higher costs for a complete attention mechanism ensures the model's generation quality and stability in long context and complex logical reasoning scenarios, reflecting a long-term investment in foundational algorithm research and a pursuit of technical quality [1] Group 2 - The Guotai Chip ETF (589100) tracks the Chip Innovation Index (000685), with a daily fluctuation of 20%, selecting listed companies from the Sci-Tech Innovation Board that cover the entire chip industry chain, including upstream materials and equipment, midstream design and manufacturing, and downstream packaging and testing, to reflect the overall performance of China's chip industry in technological innovation and high-end manufacturing [1]
重庆创元智航科技有限公司成立
Zheng Quan Ri Bao Wang· 2025-11-18 07:19
Core Viewpoint - Chongqing Chuangyuan Zhihang Technology Co., Ltd. has been established with a registered capital of 100 million yuan, focusing on integrated circuit design and artificial intelligence application software development [1] Company Summary - The legal representative of the newly established company is Wang Zhou [1] - The company’s business scope includes integrated circuit design, integrated circuit chip design and services, sales of integrated circuit chips and products, and development of artificial intelligence application software [1] - The company is jointly held by Aixin Yuan Zhi Semiconductor (Chongqing) Co., Ltd., OmniVision Technologies (603501), and NIO's Anhui Shenji Technology Co., Ltd. [1]