Welcome back to Market on Close. I'm Sam Bis live from the floor of the New York Stock Exchange. Skywater Technologies is on the run high today as it touched its highest level in almost four years.Shares have now risen 45% on the year and over 130% in the last 52 weeks. It's time now for Overlook Stocks. I'm joined by George Tillis who is the senior markets correspondent for a good look at Skywater.What are you seeing there, George, today. Well, I was just uh actually looking at the uh the chart um on an in ...

Taiwan Semiconductor (TSM) hit new all-time highs in Thursday morning trading. TSM boasts a 100% “Buy” opinion from Barchart, trades above key moving averages, and has gained 27% in the past month. Fundamentals remain robust, with projected revenue and earnings growth and widespread analyst support. While TSM faces geopolitical risks, positive sentiment and price targets suggest further upside. Today’s Featured Stock Valued at $1.5 trillion, Taiwan Semiconductor (TSM) is the world’s largest de ...

天眼查App显示，近日，合肥英唐芯技术有限公司成立，法定代表人为王诗宇，注册资本100万人民 币，经营范围为一般项目：集成电路设计；集成电路芯片及产品销售；集成电路芯片设计及服务；集成 电路销售；集成电路芯片及产品制造；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；货物进出口；技术进出口（除许可业务外，可自主依法经营法律法规非禁止或限制的项目）。 ...

根据《中华人民共和国对外贸易法》第七条、第三十六条、第三十七条等规定，中方决定就美国对华集 成电路领域相关措施发起反歧视调查，后续根据实际情况对美采取相应措施。 本次调查将坚持公正、公平、公开的原则开展，欢迎包括中国国内产业、企业在内受美方措施影响的各 利害关系方积极参与调查。中方将采取一切必要措施捍卫中国企业的正当权益。 责任编辑：张恒星 问：我们注意到，中方就美国对华集成电路领域相关措施发起了反歧视调查，能否介绍有关情况？ 答：近年来，美国在集成电路领域对华采取一系列禁止和限制措施，包括301调查和出口管制措施等。 这些保护主义做法涉嫌对华歧视，是对中国发展先进计算芯片和人工智能等高科技产业的遏制打压，不 仅危害中国发展利益，还严重损害全球半导体产业链供应链稳定，中方对此坚决反对。 ...

Company Overview - Credo Technology Group is a leader in the active electrical cable (AEC) market, providing next-generation copper cables with built-in chips that enhance signal integrity, making them up to 1,000 times more reliable than fiber-optic cables while consuming half the power [2] - The company offers a comprehensive solution by controlling system-level design, testing, and manufacturing, which allows for a fully integrated, plug-and-play product [2] Market Dynamics - The total addressable market (TAM) for AECs is expected to expand due to the increasing demand for high-speed connections in data centers, driven by advancements in liquid cooling and power delivery [1] - The rise of artificial intelligence (AI) and cloud computing is leading to an exponential increase in digital data, with the volume now measured in zettabytes, creating a significant need for Credo's infrastructure solutions [3] Financial Performance - Credo's revenue for fiscal 2025 surged 126% to $436.8 million, and Q1 2026 revenue skyrocketed 274% to $223.1 million, exceeding management's guidance [8] - The company reported a GAAP net income of $63.4 million in Q1 2026, a substantial increase from $36.6 million in the previous quarter and a turnaround from a loss of $9.5 million in the same quarter the previous year [9] Growth Opportunities - Credo is strategically prioritizing optical solutions while also seeing growth in both copper and optical cable markets, with management indicating that optical revenue is on pace to double again in fiscal 2026 [7][8] - The company has nearly $480 million in cash and short-term investments, providing ample liquidity to support continued growth and potential new product announcements [10] Valuation and Market Position - Credo's stock has increased by 1,300% since its public debut on January 27, 2022, significantly outperforming the S&P 500's 59% return during the same period [5] - The current price-to-earnings (P/E) ratio is 227, but when compared to forward P/E ratios of similar growth companies like Nvidia and Palantir, it appears less excessive [11]

人民财讯9月8日电，企查查APP显示，近日，长存三期（武汉）集成电路有限责任公司成立，注册资本 约207亿元，经营范围包含：集成电路制造；集成电路设计；集成电路芯片及产品销售；集成电路芯片 及产品制造等。企查查股权穿透显示，该公司由长江存储科技有限责任公司、湖北长晟三期投资发展有 限责任公司共同持股。 ...

统一社会信用代码：913400007950924118 证券代码：688486 证券简称：龙迅股份 公告编号：2025-042 龙迅半导体（合肥）股份有限公司 关于完成工商变更登记并换发营业执照的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 龙迅半导体（合肥）股份有限公司（以下简称"公司"）于2025年8月22日召开 第四届董事会第六次会议，审议通过了《关于变更公司注册资本、修订 <公司章程> 并办理工商变更登记的议案》。具体内容详见公司于2025年8月23日披露于上海证券 交易所网站（www.sse.com.cn）的《龙迅股份关于变更公司注册资本、修订 <公司章> 程>并办理工商变更登记的公告》（公告编号：2025-041）。 近日，公司已完成工商变更登记，并取得了安徽省市场监督管理局换发的《营 业执照》，现将本次工商变更登记相关情况公告如下： 名称：龙迅半导体（合肥）股份有限公司 类型：股份有限公司（外商投资、上市） 法定代表人：陈峰 注册资本：壹亿叁仟叁佰叁拾贰万柒仟玖佰陆拾捌人民币元整 成立日期：2006年 ...

每经AI快讯，美芯晟（SH 688458，收盘价：49.12元）8月25日晚间发布公告称，公司第二届第五次董 事会临时会议于2025年8月25日在公司会议室以现场会议和线上通讯会议同时进行的方式召开。会议审 议了《关于公司<2025年半年度报告>及其摘要的议案》等文件。 2024年1至12月份，美芯晟的营业收入构成为：集成电路占比100.0%。 截至发稿，美芯晟市值为55亿元。 每经头条（nbdtoutiao）——A股成交连续8天破2万亿元，券商招聘也来了！行业巨头秋招"求才"，25个 岗位都有什么特点？ （记者 王晓波） ...

Group 1 - Hefei Electric Science National Core Technology Co., Ltd. has been established with a registered capital of 15 million RMB [1] - The legal representative of the company is Wang Lei [1] - The business scope includes software development, technical services, integrated circuit manufacturing, and communication equipment manufacturing among others [1] Group 2 - The company is involved in various technical activities such as technology development, consulting, and transfer [1] - It also engages in import and export of goods and technology [1] - The company focuses on integrated circuit design, sales, and manufacturing, as well as radar and supporting equipment manufacturing [1]

Group 1 - Jiangxi Shande Circuit Co., Ltd. has been established with a registered capital of 30 million RMB [1] - The legal representative of the company is Wu Hui [1] - The business scope includes integrated circuit manufacturing, sales, and design services, as well as electronic materials and components manufacturing and sales [1] Group 2 - The company is involved in various activities such as import and export of goods, non-residential real estate leasing, and metal materials sales [1] - The company also engages in the manufacturing and sales of synthetic materials and electronic products [1] - The operations are conducted under the legal framework, allowing the company to autonomously carry out business activities as per its business license [1]