Key Takeaways Micron's fiscal 2025 EPS is projected to rise 497.7%, with 46.5% revenue growth year over year. High-bandwidth memory and AI-linked demand are key growth drivers for Micron. Texas Instruments' growth is steadier but slower, with 2025 EPS growth estimated at just 6.7%.Micron Technology, Inc. (MU) and Texas Instruments Incorporated (TXN) are both well-established U.S. semiconductor companies, but they operate in distinct parts of the chip market. Micron is focused on memory and storage solutio ...

行情速递 ① 主板领涨， 石基信息(+10.04%)/新亚电子(+10.01%)/京北方(+10.00%)/生意宝(+9.99%)/信 雅达(+9.98%)/ ② 创业板领涨， 中船汉光(+20.02%)/中亦科技(+20.01%)/天亿马(+10.94%)/ ③科创板领涨， 金橙子(+15.37%)/昀冢科技(+9.73%)/开普云 (+6.36%)/ ④活跃子行业， SW营销代理(+2.32%)/SW教育出版(+1.96%)/ 国内新闻 ① 半导纵横，华硕确认/将于北京时间7月23日14点举办产品发布会/正式推 出新款迷你机"Ascent GX10"/采用NVIDIA Grace Blackwell GB10处理器 即所谓的"Superchip"(超级芯片)/ ② 集邦化合物半导体，纳设智能在碳化硅装备技术上取得了突破/创始人陈 炳安带领团队自主研发可独立控制的多区进气系统/显著提升了设备工艺的均 匀性/并通过与深圳先进院成立联合实验室成功将碳化硅外延设备工艺良率提 升至98%/ ③MicroLEDDisplay，据Omdia最新分析显示/2025年京东方将占据苹果 MacBook显示器供应量的51%/苹 ...

SYDNEY, July 07, 2025 (GLOBE NEWSWIRE) -- IREN Limited (NASDAQ: IREN) (together with its subsidiaries, “IREN” or “the Company”), today published its monthly update for June 2025. June Highlights Record monthly revenue and hardware profit350 EH/s mid-year target achievedAI Cloud expanded with ~2.4k Blackwell GPUs$550m convertible notes offering oversubscribedUS domestic issuer status transition completeCustomer and financing workstreams progressing across AI verticals Key MetricsJun 25May 25Bitcoin Mining ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容 编译自 tomshardware 。 VideoCardz发现华硕的一份活动宣传邀请函显示，基于英伟达 GB10 Grace Blackwell 平台的实体系 统将于 7 月 22 日上市。华硕计划在当天重新推出其 Ascend GX10 迷你电脑。然而，该演示几乎没 有透露上市时间或实际价格，尽管英伟达此前曾提及过这两项信息。 VideoCardz发布的宣传单中写道："华硕 Ascent GX10 产品发布会：探索紧凑型华硕 Ascent GX10 的强大功能。了解其关键优势及其如何赋能人工智能开发。Nvidia 主题演讲嘉宾：聆听 Nvidia 专家 讲述 DGX Spark 软件堆栈的前沿功能，以及它们如何重新定义人工智能性能。" 描述清楚地表明华硕 Ascend GX10 系统超越了"迷你电脑"的范畴，并将该设备直接推向工作站和边 缘 AI 领域。 Nvidia 的GB10 Superchip系统级封装 (SiP) 集成了 Grace CPU，该 CPU 包含 10 个高性能 Arm Cortex-X925 核心，运行频率高达 3.90 GH ...

重温《英伟达 GTC 2025》：挖掘 AI 算力需求预期差？ 20250706 摘要 美股算力领域表现突出，主要由推理和训练需求共振驱动，需关注大模 型和应用，而非仅依赖产业链数据。GTC 大会参会人数增加，AI 产业人 士占比提升，表明其对 AI 产业的重要性增强，蕴含大量信息差和预期差。 算力需求空间与 TOKEN 量密切相关，计算需求不断增加推动了这一趋 势的发展。海外算力公司的涨幅显著，仅靠传统业绩思路无法解释，需 深入分析 TOKEN 量如何影响计算需求，以及这些因素如何驱动未来趋 势。 Agentic AI 是推理模型衍生出的 AI 范式，强调任务分布执行和规划， 以完成某个任务为终极目标，通过拆解、分布、规划和执行来实现，能 够处理连续、多步骤的复杂或简单任务。 黄仁勋指出，现在不仅有预训练阶段，还有后训练（post training）和 测试时间（test time），这三个阶段都存在算力需求通胀，因此现在有 三条 skin law 曲线。 Q&A 全球 AI 算力跟踪的现状如何？与以往相比有哪些变化？ 当前全球 AI 算力的跟踪方式与以往有显著不同。过去主要通过产业链数据进行 跟踪，但这种 ...

Core Viewpoint - Nvidia has experienced significant stock fluctuations but is expected to rebound strongly in the second half of the year due to various growth drivers in the AI market and its own product developments [3][15]. Company Overview - Nvidia's stock surged over 800% in the past two years, driven by explosive earnings growth and its position as a leading supplier of AI chips [1]. - The company initially gained recognition for its GPUs in gaming but successfully expanded into AI through the development of the CUDA parallel computing platform [5]. Financial Performance - Nvidia's revenue has skyrocketed due to its focus on AI, with gross margins exceeding 70% in recent quarters, although a recent charge related to export controls reduced the latest quarter's gross margin to 60% [6][8]. - The stock is currently priced at 36 times forward earnings estimates, down from over 50 times, indicating potential for further growth [9]. Market Conditions - Trade-related news suggests that U.S. tariff levels may not be as high as initially feared, which could positively impact growth stocks like Nvidia [10]. - The overall AI market is booming, with forecasts indicating it could reach trillions of dollars in the coming years, benefiting Nvidia as a leading AI chip supplier [13]. Future Outlook - Strong spending plans from major customers like Meta Platforms and Alphabet, along with the recent launch of Nvidia's Blackwell platform, are expected to drive revenue growth in the upcoming quarter [11]. - The anticipated rollout of the Blackwell Ultra chip in the second half of the year may serve as a catalyst for further stock price appreciation [12]. - Despite challenges such as export restrictions to China, Nvidia has multiple growth drivers that could sustain earnings growth into the future [14].

摘要 风险提示 芯片制程发展与良率不及预期 中美科技领域政策恶化 智能手机销量不及预期 敬请参阅最后一页特别声明 1 - 本周海外聊天助手应用活跃度普遍上升，ChatGPT、Gemini 和 Perplexity 均小幅提升。国内应用中，多数保持 稳定，豆包环比保持增长。 - CoreWeave 率先部署 Nvidia 最新 Blackwell Ultra 芯片，采用 Dell 组装的液冷 GB300 NVL72 系统，显著提升 AI 训练与推理效率。受益于与 Nvidia 的深度合作及先发优势，CoreWeave 股价上涨 6%，自 IPO 以来已翻四倍，彰 显资本市场对其成长性的高度认可。 - AI 手机渗透率提升推动单机存储容量升级，2025 年 NAND 均值将达 224GB，DRAM 超 8GB。高容量 UFS4.0 供应充 足，低容量 UFS2.2 因制程调整出现结构性偏紧，价格上涨。DRAM 方面，LPDDR4X 因产线切换供给紧缺，三季度 合约价涨超 20%；LPDDR5X 供需相对平衡，价格小幅上涨。整体市场由结构性升级驱动，出货量增长乏力。 - 2025 年 5 月，中国智能手机销量达到约 ...

Company Overview - Nvidia is the leading company in the generative artificial intelligence (AI) sector, particularly known for its dominance in the graphics processing unit (GPU) market [2][3] - The company holds a remarkable 92% market share in the GPU market, with strong demand for its new Blackwell chips [4] Market Demand and Competitive Position - The demand for Nvidia's AI infrastructure has surged, with AI inference token generation increasing tenfold in just one year [4] - Nvidia's CUDA software platform enhances its competitive position by locking clients into its ecosystem, making it complex and costly to switch to other chip manufacturers [4] Financial Performance - Nvidia's revenue grew from $26.9 billion in fiscal 2023 to $130.5 billion in the latest fiscal year, with free cash flow reaching $60.7 billion [7] - In the first quarter of fiscal 2026, Nvidia reported $44 billion in revenue, a 69% year-over-year increase, with net income of $18.77 billion, up 26% [8] - Management anticipates fiscal Q2 revenue to be around $45 billion, reflecting a 50% year-over-year growth [8] Industry Position and Future Outlook - Major tech companies like Microsoft, Amazon, Alphabet, and Tesla are customers of Nvidia, indicating its critical role in the data center market [9] - Nvidia is expected to capture a significant share of the projected $1 trillion data center expenditures by 2028 [9] Leadership - CEO Jensen Huang has been pivotal in transforming Nvidia from a gaming GPU company to a leader in AI technology, positioning the company at the forefront of the AI conversation [10][11] - Huang's vision and leadership are seen as key factors in Nvidia's continued growth and appeal as an investment [12] Investment Consideration - Nvidia is characterized by a strong competitive moat, substantial free cash flow, and impressive earnings growth, making it a compelling choice for investors [13] - Despite a forward price-to-earnings ratio of 36.8, the company's rapid growth justifies its valuation [13]

CoreWeave获得的GB300 NVL72服务器机架代表了英伟达最新一代AI芯片技术，该系统由戴尔科技制造。周四美股收 盘，CoreWeave股价上涨近9%。 硬·AI 作者 | 鲍奕龙 编辑 | 硬 AI 公司不断努力进一步推动AI发展的边界，部署训练下一代AI模型所需的尖端云计算能力。 这些新芯片于今年3月发布，预计在本季度上市，是对当前顶级Grace Blackwell系统的升级。消息发布后， 周四美股收盘，CoreWeave股价上涨近9%。 01 云计算巨头竞相布局AI基础设施 AI云计算服务商CoreWeave宣布已收到市场首个基于英伟达最新高端芯片的人工智能服务器系统。 7月3日，根据系统制造商戴尔发布的声明，CoreWeave获得的GB300 NVL72服务器机架代表了英伟达最新 一代AI芯片技术。该系统由戴尔科技制造，首批GB300 NVL72服务器机架将在美国组装和部署。 据媒体报道，OpenAI等客户在内的CoreWeave表示，新系统将使其客户"能够以比以往更快的速度开发和 部署更大、更复杂的AI模型"。CoreWeave首席技术官Peter Salanki表示： 尽管对AI基础设施 ...

智通财经APP获悉，华尔街投资巨头美国银行(Bank of America)近日发布的研报显示，总部位于日本的半导体封装设备领军者Ibiden旗下电子元件业务的营业 利润未来五年复合增长率(CAGR)可达35%，并且大幅上调截至2028财年的EPS预期，主要逻辑在于Ibiden所提供的用于AI芯片产能大举扩张的GPU封装基板 (即ABF先进封装基板)需求持续呈现出爆炸式上升势头，带动ABF量价共同大增。 美银调研数据显示，封装设备领军者Ibiden正在大幅扩产(2024-26年有望史无前例新增60–70%产能)，并有望抓住ASIC历史级的加速扩容机遇，预计2026年 起将向AI ASIC超级客户，比如谷歌、微软以及Meta的自研AI ASIC芯片封装放量供给ABF基板。 美银分析师团队对于Ibiden估值与需求基本面大幅扩张的极度乐观预期，意味着英伟达Blackwell系列AI芯片/AI服务器机架产品出货量将在下半年启动所谓 的"超级增长周期"——Blackwell系列AI芯片包含Blackwell架构AI GPU与基于英伟达最先进架构Blackwell Ultra的AI GPU。例如Blackwell架构双 ...