AMD's stock is down 23% in November. Investors are worried about everything from interest rates to rising memory prices to Google's growing momentum in AI. ...

Semiconductor stock Applied Materials Inc (NASDAQ:AMAT) is up 1.7% to trade at $235.81 at last check, on the heels of an upgrade to "buy" from "neutral" at UBS. The firm also hiked its price target to $285 from $250, citing a "significantly more bullish outlook for wafer fab equipment."Heading into today, analysts were split toward the equity. Sixteen of the 35 brokerages in coverage carried a tepid "hold" recommendation, leaving ample room for more upgrades in the coming weeks. AMAT has been an outperforme ...

The U.S. firm's stock price moved 1.5% lower in mid-morning trade. TSMC's share price fell on Tuesday and was last seen over 3% lower. Intel did not immediately respond to CNBC's request for comment. It follows earlier reports by local media and later by Reuters, which stated Lo may have taken TSMC's technology data to Intel. Taiwan's High Prosecutors opened an investigation into the allegations. Intel CEO Lip-Bu Tan told Bloomberg News last week that his "company respects intellectual property rights" and ...

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Group 1 - Nvidia's stock saw a slight increase following positive news regarding its prospects in the Chinese market, alongside a strong third-quarter earnings report and outlook [1] - Nvidia made history as the first company to reach a market capitalization of $5 trillion, highlighting its significant position in the AI sector [1] - Many AI stocks, including Google, Oracle, and Meta, have experienced declines from their 52-week highs, raising concerns about a potential AI bubble [2] Group 2 - The overall stock market showed volatility, with the Dow gaining nearly 500 points after fluctuating, while Nvidia's stock finished lower [4] - Insider selling has been noted in Palantir's stock, contributing to a negative technical outlook for the company [4] - The performance of the "Magnificent Seven" stocks, including Nvidia, Tesla, and Microsoft, has been under scrutiny as they have recently sold off [4]

It's a good day to be an Google shareholder. Even amid this week's sharp tech rally, the stock is emerging as a Wall Street darling. Shares in Alphabet were up about 1.3% in Tuesday morning trading, putting the company's market capitalization at about $3.9 trillion. The stock is up almost 70% so far this year. Over the past six weeks alone, Alphabet stock has shot up almost 35%, adding about $1 trillion in market value and putting the Google parent on track to cross the $4 trillion threshold for the first t ...

如果你想通过官网查看国产AI芯片公司的最新产品信息，恐怕要失望而归了：最新的芯片型号时常并不会出现在产品菜单上，更不用说芯片的具体参数信 息。 不可否认，国产AI芯片的性能与海外巨头依然差距明显。徐直军在9月18日的华为全联接大会上重申了过去的论断：中国半导体制造工艺将在相当长时间处 于落后状态，可持续的算力只能基于实际可获得的芯片制造工艺。因此，"超节点+集群"成为华为、百度、阿里等大厂应对AI算力需求的解决方案。这一方 案是华为CEO任正非口中的"用数学补物理"策略，不过非常考验芯片厂商在通信、散热等方面的系统性能力。 "全球AI芯片是双雄争霸下的非对称竞争。"国产EDA（电子设计自动化）企业上海合见工业软件集团有限公司总经理徐昀提到，所谓"非对称"，指的是中国 智算芯片在工艺制程、单卡算力、单卡内存容量和带宽等维度，均落后于以英伟达为代表的北美智算芯片，但可以借助超节点的组网，完成对后者的性能超 越。"中国芯更需要互联能力。" 华为打响第一枪，百度最新接棒 在国产AI芯片阵营中，华为昇腾的头号地位毋庸置疑。以至于英伟达创始人黄仁勋也不得不将华为视作"强大的竞争对手"，直言"低估华为这样的竞争对手 是愚蠢 ...

"After growing more than 60% in two years in row, hyperscalers' (companies that operate massive, hyperscale data centers providing vast amounts of on-demand computing power, storage, and networking services) capital expenditures are expected to grow another 30% and top $500 billion in 2026, significantly higher than 10% growth projected in the beginning of 2025," said Pei-ju Lee, deputy director of research at Bradley, Foster & Sargent, a financial advisory firm. Professional investors say that AI remains i ...

值得一提的是，2024年，*ST双成曾筹划收购奥拉股份100%股权，不过在今年3月折戟。 （文章来源：北京商报） 奥拉股份官网显示，公司专注于模拟和数模混合芯片的研发。 思瑞浦表示，经初步测算，本次交易可能构成《上市公司重大资产重组管理办法》规定的重大资产重 组。根据《上海证券交易所科创板股票上市规则》相关法规，本次交易不会导致公司实际控制人发生变 更，不构成重组上市。 北京商报讯（记者马换换王蔓蕾）被*ST双成收购未果后，宁波奥拉半导体股份有限公司（以下简 称"奥拉股份"）又觅得新买家。11月25日晚间，思瑞浦（688536）披露公告称，公司拟以发行股份及/ 或支付现金的方式购买奥拉股份控制权并募集配套资金，公司股票自11月26日起开始停牌，预计停牌时 间不超过10个交易日。 ...

Core Insights - The market is becoming increasingly aware of the potential of Google's developments, particularly in relation to its cloud services and Tensor Processing Units (TPUs) [1][2] - Analysts are questioning how competitors like NVIDIA will respond to Google's advancements, especially after NVIDIA's significant investment in OpenAI [3][4] - The competition in the AI and cloud computing space is intensifying, with companies like Alphabet, Amazon, and Alibaba aiming for vertical integration in their offerings [12][15] Company Developments - Alphabet has been developing its TPUs for over ten years and has started to market them more aggressively, particularly to high-frequency trading firms [2][4] - The efficiency of Google's Gemini 3 model is highlighted as a competitive advantage, showcasing the effectiveness of its technology stack [4][11] - Alphabet's strategy includes not only hardware development but also software integration, aiming to provide a comprehensive ecosystem for AI applications [10][11] Industry Dynamics - The competition among major players like NVIDIA, Google, and Amazon is expected to drive innovation and efficiency in AI infrastructure [7][8] - The market is witnessing a shift towards energy efficiency as a critical factor for success, with companies focusing on optimizing their energy use [16][17] - Analysts are observing a divergence in stock performance among tech companies, indicating a need for investors to be discerning in their evaluations [18][21] Market Sentiment - Despite recent fluctuations in stock prices, there is a belief that the long-term outlook for AI CapEx remains positive, driven by competition and innovation [9][22] - The current market environment is characterized by a rotation into value-focused sectors, reflecting investor caution towards tech stocks [21][24] - The emotional pulse of the market suggests a reset in valuations, with potential opportunities for investors to identify undervalued stocks [25]