QUALCOMM ( QCOM ) has been among the worst-performing global semiconductor stocks over the past year. Down 11% on a total return basis in the last 12 months, it lags the State Street Technology Select Sector SPDR ETF (Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to finan ...

苹果的桌面和笔记本处理器在单线程工作负载上一直处于领先地位，因为行业领先的单线程性能长期 以来都是该公司的重点。不过，苹果的 M5 Max 处理器不仅在单线程任务中大幅领先竞争对手，而 且在 Geekbench 6 基准测试的多线程工作负载中也击败了所有对手——包括 96 核的 AMD Ryzen Threadripper Pro 9995WX。然而，在 GPU 计算性能方面，M5 Max 的表现就没有那么理想了。 单线程和多线程冠军 根据最近的 Geekbench 6 测试结果，苹果的 18 核 M5 Max 不仅在单线程（4,353 分）和多线程任 务（29,644 分）中击败了其直接前代——16 核的 M4 Max，还超过了原本被认为是苹果多线程性能 最强机器的 32 核 M3 Ultra。 此外，苹果的新旗舰 CPU 在 Geekbench 6 的单线程（这并不令人意外）和多线程测试中也击败了 AMD 的 96 核 Ryzen Threadripper Pro 9995WX。需要注意的是，虽然大多数 Threadripper Pro 9995WX 在多线程测试中的 Geekbench 6 得分大约为 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 台积电视人才为最重要的资产，承诺提供优质的工作机会与具有竞争力的整体薪酬福利，并规划员工 职涯发展；在追求技术卓越的同时，秉持诚信正直、承诺、创新和客户信任的核心价值，致力落实共 融的工作环境，鼓励来自不同文化背景、专业领域与生活经验的伙伴互相交流，并积极推动身心障碍 人才及设备职类女性工程师的招募。 参考链接 https://news.cnyes.com/news/id/6369254 （来源 ：钜亨网 ） 台积电7日宣布2026 年校园征才活动于本周正式启动，为了持续支援业务成长与技术开发需求， 2026 年预计在台湾招募包含工程师与技术员等约8,000 名新进同仁，硕士毕业新进工程师的平均整 体年薪可达新台币220 万元。 台积电工作地点涵盖桃园、新竹、苗栗、台中、嘉义、台南、高雄等地；领域包括电机、电子、光 电、物理、材料、化学、化工、机械、资工、资管、工工、工管、环工、土木、人资、商管、会计等 领域的应届毕业生，或具备相关工作经验者加入。 近年来，台积电积极推动数位转型，并致力于人工智能(AI) 与大数据应用，打造新一代的智能工 厂，确保卓越制造的竞争 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 由于筹资问题以及OpenAI的需求不断变更导致协商久拖不决，甲骨文（Oracle）和OpenAI 在德州 规模最大的人工智能（AI）资料中心已取消扩建计划，价值数十亿美元的交易就此作罢，半导体股周 五闻声重挫。 甲骨文和OpenAI去年年中一直在和开发商Crusoe 洽谈，计划在位于阿比林（Abilene） 1.2 GW（百 万瓩）的资料中心园区内扩建至2.0 GW。这园区主要服务OpenAI。金融时报引述知情人士报导，这 个原本将为OpenAI 新增至少两栋建物的扩建计划已告吹。 彭博引述知情人士也报导，这次谈判破裂倒也带给Meta插足并考虑承租扩建厂区的机会。知情人士 透露，英伟达（NVIDIA）扮演居中协调的角色。 由Crusoe 在阿比林开发的园区，是美国总统川普「星际之门」（Stargate）计划的一环。彭博指出， 基地仍在施工中，且已有部分区域启用，但Oracle和OpenAI 仍决定不推动原先暂定承租扩建区域的 计划。 Oracle和OpenAI 目前在「星际之门」计划采用的是英伟达的AI 芯片。知情人士指出，Crusoe寻找 租户时英伟达便介入协 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 最近，美国两家公司因钇（Yttrium）与钪（Scandium）库存耗尽而拒绝订单的消息不胫而走，这不 仅是一个原材料短缺的信号，更是全球半导体产业从"软硬博弈"转向"物理资源博弈"的转折点。钇和 钪都不属于大宗金属，也不直接构成晶体管沟道或互连层。但它们却深嵌在两个对美国半导体至关重 要的环节：钇主要在先进制造设备的可靠性与洁净度，钪则是高端射频滤波器的性能天花板。 中国海关数据显示，在自 2025年4月4日之后 的八个月里，仅有17吨钇产品出口到美国，而此前八个 月的出口量为 333 吨。由于供应受限，钇的价格大幅飙升。根据路透社的报道，自去年11月以来， 钇的价格已飙升60%，目前约为去年同期的69倍。 首先来看下 钇 ，钇在半导体制造中的核心应用并非直接作为电路材料，而是 作为生产环境的保护者 。 在先进制程的生产过程中，干法刻蚀腔体内长期存在高能等离子体与强腐蚀气体体系，腔体材料一旦 被腐蚀或剥落，会转化为颗粒与金属污染，直接反噬良率与稳定性。因此，氧化钇（Y2O3）以及钇 系涂层在行业里常被用于刻蚀腔体的"防护层"——包括腔体内衬、工艺套件、甚至与晶 ...

Core Viewpoint - The energy sector has seen a significant year-to-date increase of 24.2%, driven by rising oil prices and geopolitical tensions, while the S&P 500 has only increased by 0.5% [1] Group 1: Energy Sector Performance - Energy stocks represent only 3.5% of the S&P 500, while Nvidia alone accounts for 6.9%, indicating Nvidia's market value surpasses that of major energy companies like ExxonMobil and Chevron combined [2] - Despite the energy sector's underperformance in 2025, it remains relatively cheap compared to Nvidia, which has a price-to-earnings (P/E) ratio of 36.1 versus 22.3 for the State Street Energy Select Sector SPDR ETF [5] - Energy stocks are considered undervalued as they entered the year at lower valuations, while Nvidia's stock price has stagnated despite surging earnings [12] Group 2: Nvidia's Financial Performance - Nvidia reported a trailing-12-month profit of $120 billion, making it the second-most profitable company globally, with earnings nearly three times that of ExxonMobil and Chevron combined [6] - Nvidia's revenue has increased by 65% over the past year, and its forward P/E ratio is lower than that of ExxonMobil, Chevron, and the S&P 500, suggesting it may be a better value than leading oil majors if it meets earnings expectations [9] - Nvidia has a gross margin of 71.07%, significantly higher than that of leading oil and gas companies, indicating superior profitability [14] Group 3: Investment Strategy - Investors are advised to focus on energy companies with strong balance sheets and diversified, cost-efficient assets, such as ExxonMobil and Chevron, which can sustain operations and dividends even at lower oil prices [16] - Both ExxonMobil and Chevron have a strong history of increasing dividends, with ExxonMobil raising its payout for 43 consecutive years and Chevron for 39 years, yielding 2.7% and 3.8% respectively [17] - Energy stocks are viewed as a compelling value for passive-income investors who anticipate sustained demand for oil and gas, despite the rise of cleaner alternatives [18]

DRAM持续缺货、价格飙升 2026年1月，作为指标的DDR4型8GB产品的大宗交易价约为每个13.0美元，达到2025年11～12月的2 倍。相比1年前更是暴涨至7.4倍。原因是全球头部厂商优先供应AI领域，缩减PC等通用型DRAM的生 产。DRAM采购难的问题正进一步加剧…… 用于个人电脑（PC）等设备的半导体存储器DRAM的价格正迅速上涨。2026年1月，作为指标的DDR4 型8GB产品的大宗交易价约为每个13.0美元，达到2025年11～12月的2倍。相比1年前更是暴涨至7.4倍。 原因是全球头部厂商优先供应人工智能（AI）领域，缩减PC等通用型DRAM的生产。DRAM采购难的 问题正进一步加剧。 DRAM主要用于PC、智能手机、数据中心服务器等设备，负责临时存储数据。大宗交易价由作为卖家 的存储器厂商与作为买家的设备厂商和模组厂商按月或按季度商定。 2026年1月，作为通用产品指标的DDR4型8GB产品的大宗成交价约为每个13.0美元。容量小的4GB产品 约为9.89美元左右。均是2025年11～12月的2倍，是1年前（2025年1月）的7.4倍。有电子商社高管坦 言："涨价速度太快，如果还按一个月 ...

Group 1: Overview of the Magnificent Seven - The "Magnificent Seven" stocks have been market leaders and are among the top 10 largest companies globally [1] - Past performance does not guarantee future success, raising questions about which stocks will continue to perform well [1] Group 2: Individual Stock Analysis - Tesla is currently down about 18% from its all-time highs, but it is not considered a strong buy at this moment [3] - Apple has struggled to launch significant AI products and relies heavily on past revenue, making it less appealing for investment [5] - Nvidia, Microsoft, Meta Platforms, and Amazon are identified as strong buy opportunities in March [6] Group 3: Valuation and Performance - Nvidia, Microsoft, and Meta are trading at valuations similar to the S&P 500, despite growing faster than the market average [9][10] - Alphabet and Amazon are trading at premium valuations of 27 times forward earnings, justified by their strong performance and growth potential [11][12] - Amazon's AWS has shown significant growth, with its best quarter in over three years, indicating strong demand [14] Group 4: Future Outlook - Alphabet is emerging as a leader in generative AI, with its AI model, Gemini, gaining popularity and driving growth in its cloud computing segment [12] - Amazon's AI strategy is proving effective, with its custom chip business experiencing triple-digit revenue growth [14] - Microsoft, Meta, and Nvidia are seen as offering more value compared to Amazon and Alphabet, despite the latter's premium valuations [15]

Core Insights - Broadcom reported strong AI revenue growth, with total AI revenue increasing by 106% year over year to $8.4 billion in fiscal Q1 2026, exceeding expectations [3][4] - The stock has seen a lift from the news but remains down year to date [1] Group 1: AI Revenue Growth - Broadcom's custom AI ASIC business revenue surged by 140%, while AI networking revenue increased by 60% [3] - For fiscal Q2, Broadcom anticipates AI revenue to rise by 76% to $14.8 billion, with significant progress from its five largest custom AI chip customers [4] Group 2: Overall Financial Performance - Total revenue for the quarter increased by 29% year over year to $19.31 billion, with adjusted earnings per share (EPS) climbing 28% to $2.05, surpassing analyst expectations [5] - Adjusted EBITDA rose by 30% year over year to $13.1 billion [5] Group 3: Semiconductor Solutions and Software Revenue - Total semiconductor solutions revenue increased by 52% year over year to $12.5 billion, while non-AI chip revenue grew only 4% [6] - Infrastructure software revenue edged up by 1% to $6.8 billion, driven by a 13% increase in VMware revenue [6] Group 4: Future Guidance and Share Repurchase - Broadcom guided for fiscal Q2 revenue growth of 47% to $22 billion, with semiconductor revenue expected to climb 76% to $14.8 billion [9] - The company announced a $10 billion share repurchase program through the end of 2026 [9] Group 5: Market Position and Valuation - Broadcom is positioned for significant growth in the AI infrastructure space, with a forecast of over $100 billion in AI chip revenue by fiscal 2027 [10] - The stock trades at a forward price-to-earnings (P/E) ratio of about 32 times this year's fiscal estimates, making it an attractive buy given the growth prospects [11]

Core Insights - The stock market favors growth, making hypergrowth stocks attractive investment opportunities for 2026 if selected wisely Group 1: Nvidia - Nvidia's revenue increased by 73% last quarter, reaching $68.1 billion, with a forecasted growth of 77% in Q1 [3][4] - The company benefits from the AI infrastructure boom, with its GPUs being essential for AI workloads, and has a competitive advantage through its CUDA software and NVLink system [4] Group 2: Micron Technology - Micron Technology's revenue climbed 57% last quarter, with gross margins expanding from 38.4% to 56%, driven by high demand for high-bandwidth memory (HBM) [7] - The company anticipates a 40% annual growth rate in HBM demand, with DRAM prices expected to remain elevated, indicating a strong growth trajectory [7] Group 3: Palantir Technologies - Palantir Technologies experienced a 70% revenue growth in Q4, marking ten consecutive quarters of accelerating growth, and projects over 60% growth for the current year [8][9] - The company serves as a key defense contractor and its AI platform is gaining traction in the commercial sector, providing significant growth potential [9] Group 4: AppLovin - AppLovin reported a 66% revenue growth in Q4, with projections for over 50% growth in Q1, while also improving gross margins and reducing operating costs [11] - The company's Axon 2 platform is a leading adtech tool in online gaming, with plans to expand into e-commerce, suggesting continued growth opportunities [12] Group 5: IonQ - IonQ's revenue surged by 429% in Q4, reaching $61.9 million, positioning the company as a leader in the emerging quantum computing sector [14] - The company is enhancing its technology through acquisitions and aims to become vertically integrated with its pending acquisition of SkyWater, which will aid in scaling its operations [14][15]