U.S. stock futures were mixed in premarket trading on Friday, February 13th, 2026, as investors cautiously awaited the release of key inflation data that is expected to provide further clues on the Federal Reserve's future monetary policy path. The market is coming off a broad sell-off in the previous session driven by concerns over the disruptive potential of artificial intelligence on various industries.Market Indexes Brace for Inflation ReportFutures contracts for the Dow Jones Industrial Average (INDU) ...

【中泰电子丨华虹半导体】Q4营收再创新高，Q1指引乐观 ——25Q4营收6.6亿美元，同比+22.4%，环比+3.9%，创历史新高，公司指引6.5-6.6亿美元，达指引上限；归母净 利0.17亿美元，同比-169.3%，环比-32.2%；毛利率13%，同比+1.6pct，环比-0.5pct，公司指引12%-14%，符合指 引。 ——25Q4稼动率103.8%，同比+0.6pct，环比-5.7 ——25Q4资本开支6.3亿美元，环比+141.9%；其中5.6亿用于12寸产线，0.7亿用于8寸产线。 ——26Q1营收指引6.5-6.6亿美元，中值同比+21.1%，环比-0.8%；毛利率指引13-15%，中值同比+4.8pct，环比 +1pct；Q1是传统淡季，公司指引超市场预期。 【中泰电子丨华虹半导体】Q4营收再创新高，Q1指引乐观 ——25Q4营收6.6亿美元，同比+22.4%，环比+3.9%，创历史新高，公司指引6.5-6.6亿美元，达指引上限；归母净 利0.17亿美元，同比-169.3%，环比-32.2%；毛利率13%，同比+1.6pct，环比-0.5pct，公司指引12%-14%，符合指 引。 ——25 ...

US stock futures wavered on Friday after a broad market sell-off as Wall Street digested a cooler-than-expected inflation reading for a steer on the path of interest rates. Contracts on the S&P 500 (ES=F) and the Dow Jones Industrial Average futures (YM=F) both hovered near the flatline. Nasdaq 100 futures (NQ=F) were also little changed the day after intense selling pressure on techs. Inflation cooled more than expected in January, data released Friday by the Bureau of Labor Statistics showed. The Cons ...

Fourth-quarter gross margin was about 29% , up 300 basis points sequentially and 360 basis points year-over-year. Operating profit was $335 million for an operating margin of 18.3% . GlobalFoundries posted fourth-quarter net income of about $310 million and diluted EPS of $0.55 on a fully diluted share count of about 560 million shares.Chief Financial Officer Sam Franklin reported fourth-quarter revenue of $1.83 billion , up 8% sequentially and flat year-over-year. The company shipped about 619,300 300mm-eq ...

Fourth Quarter and Full-Year 2025 Financial Results (unaudited) February 11, 2026 1 Disclaimer - Forward-looking statements and Third-Party Data This presentation and the accompanying oral presentation also contain estimates and other statistical data made by independent parties and by us relating to market size and growth and other data about our industry and business. This data involves a number of assumptions and limitations, and you are cautioned not to give undue weight to such estimates. We have not i ...

Core Insights - Lightium, a Swiss engineering technology company founded in 2023, specializes in providing mass production-level thin-film lithium niobate photonic chip foundry services, aiming to meet the growing demand for high-speed, low-energy data interconnects in data centers and telecommunications [2][6] Company Overview - Lightium was co-founded by Amir Ghadimi, Frédéric Loizeau, and Dirk Englund, with Ghadimi serving as CEO and having a PhD in Electrical and Electronic Engineering from ETH Zurich [2] - The company has developed proprietary manufacturing processes for mass production of thin-film lithium niobate chips, making it the first production-level foundry of its kind in Europe [7] Industry Context - The rapid development of AI and products like ChatGPT has led to an explosion in data volume, with data center processing expected to increase 100-fold by 2030, consuming 10% of global electricity [4] - Current semiconductor-based interconnect technologies face significant challenges beyond 800 Gb/s, reaching physical limits in material performance, necessitating the demand for alternative materials with superior electro-optical properties [4][6] Product Capabilities - Thin-film lithium niobate can achieve data transmission rates of 1.6 Tb/s and 3.2 Tb/s while reducing environmental impact and costs, requiring less lithium material compared to bulk lithium niobate [6][8] - Lightium's production capabilities include a bandwidth greater than 100 GHz and stable operation at low voltages, with a wide transparent window covering 350–5,500 nm [8] Market Applications - The primary application areas for Lightium's services are telecommunications and data center communications, which require higher bandwidth and lower power consumption [8] - Future expansion plans include applications in satellite communications, quantum computing, new optical computing architectures, and lidar [8] Funding and Recognition - In September 2024, Lightium completed a $7 million seed funding round led by Vsquared Ventures and Lakestar, aimed at accelerating the commercialization of its thin-film lithium niobate foundry services [9] - Lightium was recognized in the 2025 TOP100 Swiss Startups list, highlighting its innovative potential and market prospects in the Swiss technology landscape [11]

论国产代工的三层逻辑 受下游汽车工控等市场拉库、原材料价格上涨及台积电逐步退出成熟代工，当前晶圆代工行业迎来全面涨价，今 日世界先进宣布将自4月起开启第二波涨价，调幅达10-15%。 此外华虹、中芯国际此前亦传出涨价。 #对一个当前利润率仅个位数的行业，涨价10%意味着净利润翻倍。 先进逻辑由点及面，上海、广东、北京、杭州全线铺开， forchina"，台积电、intel和三星16nm及以下节点总产能超 120万片，当前中国先进制程产能不到5万片，十五五的先进制程规划有望扭转这一局势，非最先进制程的节点都 或将成为中国的主战场。 受下游汽车工控等市场拉库、原材料价格上涨及台积电逐步退出成熟代工，当前晶圆代工行业迎来全面涨价，今 日世界先进宣布将自4月起开启第二波涨价，调幅达10-15%。 此外华虹、中芯国际此前亦传出涨价。 #对一个当前利润率仅个位数的行业，涨价10%意味着净利润翻倍。 先进逻辑由点及面，上海、广东、北京、杭州全线铺开， 论国产代工的三层逻辑 DRAM和3DNAND的趋势都是将逻辑晶圆外包（CBA工艺），两存远期规划的产能超过120万片，#而当前全球 20/28nm逻辑产能仅80万片左右，逻辑 ...

Group 1 - UBS analyst Timothy Arcuri raised the price target for Applied Materials, Inc. (NASDAQ:AMAT) to $405 from $285, maintaining a Buy rating on the stock [2][8] - The shares of Applied Materials have increased nearly 80% over the past year, attributed to the company's steady growth profile and the long-term nature of chip fabrication projects [3] - Applied Materials is positioned to benefit from the growing semiconductor manufacturing industry, driven by demand from network-connected industrial equipment, electric vehicles, and artificial intelligence [4] Group 2 - The company provides materials engineering solutions across the semiconductor and display markets, offering a combination of equipment, services, and software to technology manufacturers globally [5] - Applied Materials consistently delivers strong operating margins and returns all free cash flow to shareholders through dividends and share buybacks, highlighting its profitability [4]

US stock futures wobbled on Monday as investors geared up for a busy stretch of economic data and corporate earnings, following a turbulent week that ended with the Dow reaching a record close above 50,000. Dow Jones Industrial Average futures (YM=F) fluctuated between small gains and losses, as did contracts on the S&P 500 (ES=F) and the tech-heavy Nasdaq 100 (NQ=F). On Friday, the Dow (^DJI) surged more than 1,200 points, or 2.5%, notching its first-ever close above 50,000 after briefly crossing the m ...

为进一步巩固和扩大在特色工艺制造领域的优势，公司拟以0元对价受让晶奕集成原股东合肥芯航企业 管理合伙企业（有限合伙）、合肥晶策企业管理有限公司持有晶奕集成的全部股权（认缴注册资本0.2 亿元，实缴注册资本0元）。同时，公司拟认购晶奕集成新增注册资本19.8亿元，增资完成后，晶奕集 成注册资本将由0.2亿元增加至20亿元。通过上述股权转让及增资的方式，公司拟合计向晶奕集成投资 20亿元人民币并取得晶奕集成100%股权，对其形成控制并将其纳入到本公司的并表范围。 本次交易将增强晶奕集成资金实力，补充其经营发展中的营运资金需求。后续晶奕集成将根据项目建设 进度及资金安排，做好资本金筹集工作，公司将按照相关法律、法规、规范性文件以及公司章程等有关 规定及时履行信息披露义务。 登录新浪财经APP 搜索【信披】查看更多考评等级 格隆汇2月6日丨晶合集成(688249.SH)公布，晶奕集成是晶合集成四期项目的建设主体，本次投资完成 后，晶奕集成将成为公司的全资子公司。晶合集成四期项目投资总额为355亿元，计划建设12英寸晶圆 制造生产线，产能约5.5万片/月，重点布局40纳米及28纳米CIS、OLED及逻辑等工艺，产品可广 ...