December 2, 2025 03:46 PM GMT Tracking China's Semi Localization | Asia Pacific AI GPU and AI smartphones in China Bytedance's force conference and Doubao AI smartphones are key to watch for AI applications. Whether local AI GPU chips can support strong AI inference computing remains to be seen. AI GPU supply and token generation in China: See the following section – Overview (cont'd) | M December 2, 2025 03:46 PM GMT Tracking China's Semi Localization Asia Pacific | Morgan Stanley Taiwan Limited+ Charlie C ...

Flash | 02 Dec 2025 07:01:27 ET │ 11 pages Global Semiconductors Supply Shortage to Persist despite Samsung's Commodity DRAM Expansion CITI'S TAKE Supply Shortage to Persist despite Samsung's Commodity DRAM Expansion – As Samsung Electronics is expected to focus on expanding commodity DRAM rather than HBM, we project the commodity DRAM price increase to moderate later in 2H26E (See our note: Samsung Electronics (005930.KS) – Substantial OP Upside from Commodity Memory ASP Hikes ). On the other hand, as Sams ...

消息面来看，据每日经济新闻，美东时间12月2日周二，亚马逊云计算部门AWS在年度云计算盛会 re:Invent上推出新一代人工智能（AI）训练芯片Trainium 3，预告了下一代产品Trainium 4的开发计划。 亚马逊表示，这款芯片能够比英伟达市场领先的图形处理单元（GPU）更便宜、更高效地驱动AI模型 背后的密集计算。亚马逊同时推出四款Nova 2模型针对不同应用场景设计。 联储证券认为，人工智能作为下一阶段中国经济社会发展的关键要素之一，有望催动更多产业蓬勃发 展，同时有望带来更多行业投资机会。结合政策指引方向和产业发展逻辑，可重点关注基础设施、AI 应用、端侧设备等领域，并可关注AI技术与部分前瞻科技的结合。 东兴证券认为，人工智能行业当前处于政策、技术、需求三维共振阶段，叠加"人工智能+"行动带来自 上而下的政策赋能及潜在资金支撑，国产芯片及云计算龙头在业绩上逐步验证、大厂CapEx持续投入推 高行业发展确定性。人工智能行业景气度仍有上行空间，其在科技投资领域的主线地位较难撼动。 12月3日，A股三大指数开盘涨跌不一。 热门ETF中，科创板人工智能ETF（588930）截至发稿跌0.07%，溢折 ...

雷递网 雷建平 12月3日 西安奕斯（证券代码：688783）昨晚发布关于奕斯伟武汉硅材料基地项目投资合作协议的公告。 公告称，西安奕斯与武汉光谷半导体产业投资有限公司签署《奕斯伟武汉硅材料基地项目投资合作协议》，投资建设武汉硅材料基地项目（简称"武汉项 目"），主要生产12英寸集成电路先进制程使用的硅单晶抛光片及外延片，适用于逻辑芯片、闪存芯片、动态随机存储芯片、图像传感器、显示驱动芯片 等领域。 项目总投资约125亿元（最终项目投资总额以实际投入为准），其中资本金部分85亿元，其余约40亿元由项目公司通过银行贷款等方式予以解决。 项目规划产能为50万片/月 占地面积约310亩 西安奕斯称，公司专注于12英寸半导体级硅片的研发、生产和销售。为有序落实公司长期战略规划，在湖北省政府邀请下，公司对武汉地区进行了全面考 察，并由外部第三方出具《奕斯伟武汉硅材料基地项目可行性研究报告》。 武汉地区作为国家存储芯片产业重镇，公司战略布局武汉项目，有助于服务华中地区客户，同时辐射长三角及珠三角地区客户，持续巩固公司国内头部地 位，同时进一步增强国际竞争力，更好地服务全球客户。 项目拟选址武汉东湖高新区未来城科学岛高新七 ...

资料显示，格兰康希通信科技(上海)股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢4层 (名义层5层)，成立日期2015年8月11日，上市日期2023年11月17日，公司主营业务涉及Wi-Fi射频前端芯 片及模组的研发、设计及销售。主营业务收入构成为：Wi-Fi射频前端模组94.52%，IoT射频前端模组 4.42%，其他0.75%，音频IoT模组0.31%。 截至9月30日，康希通信股东户数1.26万，较上期增加4.03%；人均流通股24589股，较上期减少3.87%。 2025年1月-9月，康希通信实现营业收入5.26亿元，同比增长39.32%；归母净利润-3052.69万元，同比增 长9.86%。 责任编辑：小浪快报 12月2日，康希通信跌1.35%，成交额7272.47万元。两融数据显示，当日康希通信获融资买入额555.75 万元，融资偿还864.32万元，融资净买入-308.58万元。截至12月2日，康希通信融资融券余额合计2.13 亿元。 融资方面，康希通信当日融资买入555.75万元。当前融资余额2.13亿元，占流通市值的5.47%，融资余 额超过近一年90%分位水平，处于高位。 ...

Major U.S. stock indices finished higher on Tuesday, with the Dow Jones Industrial Average up nearly 0.4% at 47,474.46, the S&P 500 gaining 0.25% to 6,829.37, and the Nasdaq advancing almost 0.6% to 23,413.67.These are the top stocks that gained the attention of retail traders and investors through the day.Marvell shares rose 1.96% to close at $92.89, trading between an intraday low of $91.46 and a high of $93.86, while the stock continued to track between its 52-week low of $47.08 and high of $127.48.The s ...

Masayoshi Son, founder, chairman and CEO of SoftBank Group Corp. has claimed that he did want to sell stake in Nvidia but needed the money to fund investments in OpenAI and other artificial intelligence projects.Speaking at the FII Priority Asia forum on 1 December, Masayoshi Son explained his decision to sell Nvidia stake and also doubled down on AI investments, dismissing concerns over a bubble.SoftBank's move last month came as a surprise and fueled concerns that AI bubble has overvalued tech stocks.‘Was ...

The company plays a key role in the AI boom.Nvidia (NVDA +0.88%) has helped investors take serious steps along the path to wealth -- and with a gain of more than 21,000% over the past decade, it's clearly made some early investors multimillionaires. This is because the company emerged as the world's dominant designer of chips powering the high-growth industry of artificial intelligence (AI).From today's higher levels, I wouldn't expect Nvidia stock to deliver a repeat performance over the next few years, bu ...

Ambarella Conference Call Summary Company Overview - **Company**: Ambarella Inc. (NasdaqGS: AMBA) - **Industry**: Edge AI and IoT technology, with a focus on automotive and portable video markets Key Points Business Transformation and Market Focus - Ambarella has transformed its business model, with IoT now driving the majority of revenue, surpassing the automotive sector [3][4] - The company identifies itself as an edge AI company, which includes automotive applications, emphasizing that autonomous driving is a significant edge AI market [3][4] - The addressable market for automotive is projected to be around 50% of potential revenue by 2030, indicating a balanced focus on both IoT and automotive sectors [5] Product Development and Platform Advantage - Ambarella has developed a common hardware and software platform for both IoT and automotive applications, allowing for efficient product development across various sectors [6][7] - The company has shipped over 36 million SoCs, establishing a significant install base that enhances its competitive position [6] - The platform's durability is emphasized despite competition from larger players like NVIDIA, which dominate the cloud and data center markets [8][9] Growth Drivers in Portable Video - Portable video is identified as a major growth driver, with applications extending beyond action cameras and drones to include wearable cameras and video conferencing [10][11] - The introduction of AI technology is expected to enhance product offerings in the portable video category, leading to further innovation [11] Market Dynamics and Competition - The drone market is estimated at approximately 10 million units, with a significant opportunity arising from the U.S. government's ban on DJI drones, creating a market gap for competitors [14][15] - Ambarella faces competition from major players like Mobileye, Qualcomm, and NVIDIA, but believes it has a competitive edge in power efficiency and software licensing models [20] Automotive Sector Insights - The company continues to invest in the CV3 family for advanced driver-assistance systems (ADAS), but faces challenges in securing OEM contracts due to competition and software solution delays [17][18] - The potential lifetime value of winning an OEM contract is significant, with estimates around $700-$800 million [21] Financial Performance and Strategy - Ambarella has seen growth in enterprise security revenue despite a declining percentage of total revenue, with a focus on non-Chinese markets [23] - The average selling price (ASP) of AI chips has increased from $6 to $16 over six years, with expectations for continued growth as new generations of chips are introduced [24][26] - The company maintains a long-term gross margin target of 59%-62% while balancing R&D investments and operating expenses [31][32] M&A and Future Outlook - Ambarella is open to M&A opportunities, particularly in algorithm and software sectors, to enhance its market offerings [34] - The company aims to maintain independence while recognizing the potential for faster growth under a larger platform that could invest in its technology [37] Additional Insights - The company has successfully generated positive operating cash flow for 16 consecutive years, indicating financial stability [33] - Ambarella's strategy includes leveraging existing technology across multiple applications to minimize R&D costs and maximize revenue potential [12][13]

曾任Palantir Technologies公司顾问的赫尔伯格指出，此次会议将重点讨论在能源、关键矿产、先进半导 体制造、人工智能基础设施和运输物流等领域达成协议。 赫尔伯格表示，选择这些国家的原因，包括它们拥有一些世界上最重要的半导体公司以及关键矿产资 源。 "很明显，目前在人工智能领域，这是一场两强竞赛——即美国和中国，"赫尔伯格称，"我们希望与中 国建立积极、稳定的关系，但我们也准备好竞争，并且我们希望确保我们的公司能够继续构建变革性技 术，而不受制于强制性的依赖关系。" 据美国国务院负责经济事务的高级官员表示，美国将寻求与八个盟国达成协议，作为加强人工智能技术 所需计算芯片和关键矿产供应链的新举措。 在特朗普政府首任任期内，美国国务院曾启动了美国《能源资源治理倡议》，旨在保障锂、钴等关键矿 产的供应链安全；上届拜登政府则推出了"矿产安全伙伴关系计划"(MSP)，旨在将外国投资和西方专业 知识引入发展中国家的采矿业。 这项倡议延续了特朗普政府时期的努力——旨在重构关键矿产供应链，减少对外依赖，争夺人工智能与 绿色产业的主导权。 赫尔伯格表示，与拜登时期涉及十余个核心国家的计划不同，他目前正将重点放在生 ...